How can I modify project information in Keka PSA?

It is essential for a company to regularly update project details in Keka, as project requirements often evolve. The admin or project manager must stay attuned to these changes to effectively manage resources. By keeping project information current, they can accurately track employee time and effort on various tasks. This not only aids in resource management but also facilitates the evaluation of project progress and enables informed decision-making based on the latest data.

Here's how an admin can update the same -

In the Project section of the taskbar, locate the Projects option. This will take you to a list displaying all Projects and Active Projects. To update a specific project, click on the three dots in the action menu, where you will find the Update option.

Feel free to make any necessary changes, and then click the Update button to save your modifications.

You can modify several key details in this section, including the Project Name, Project Code, and both the Start and End Dates.

However, please note that the client and project manager details are not editable in this area.

We hope this article has addressed your query. If you need further assistance, please don't hesitate to contact our product experts.

For detailed guidance on how to add a new project, please follow this link: Adding a new project in Keka PSA