Editing Workspace Profile from the Portfolio Application

You can edit a workspace profile from the Portfolio application.

Note: PPM administrators can hide native workspace fields by workspace type. If fields were hidden for your workspace type, they will not appear in the Edit Profile window and you will not be able to edit them.

To edit a Profile from the portfolio application:

1. On the Scorecard View (the default list of workspaces), for the workspace whose status you want to update, click the Actions menu and Edit Profile.
   Note: You can also click the workspace name on any Portfolio application view to open the Profile popup, then click Edit Profile in the Actions tab.
2. In the Name box, type any updates to the name of the workspace.
3. To change the Planned Start or Planned Finish date, type the new date in the appropriate box, or click on the calendar icon and select a date from the calendar.
4. To change the manager, select the new manager from the Manager list.
5. Make any other changes necessary.
6. To notify team members, select the team members you want to notify about the changes to the workspace.
   For information about using the Member Directory, see Using the User Selector.
7. If you want to include a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box that appears.

Related Topics:

• Profile Window Overview—About the Workspace Profile window.
• Requesting a Status Update—How to request a status update from the manager of a workspace.
• Updating Status from the Portfolio application—How to update a workspace status from the Portfolio application.
• Working with Workspaces from the Portfolio application—About working with workspaces from the Portfolio application.
• Updating Status from a Workspace—How to update status from a Workspace.

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