The Project Information section, commonly labeled Details in the system URL, is the default section displayed in the Project Editor’s contextual menu. It presents the complete set of core information associated with a project.
Note: The system references this section as Details; administrators may customize its display name to align with organizational terminology.
This section renders a structured form where the project’s data is stored and managed. The form structure, including its sections, fields, and behavioral logic, is configured by the organization’s administrators within the system settings.
The Project Information section allows users to view and edit the project's primary data through a variety of field types and interactive elements, including:
- Text fields
- Numeric fields
- Checkboxes
- Dropdown menus
- Creation panels
- Action buttons
Additional field behaviors and configurations may be present depending on how the administrator designs the project form. All changes made within the section are saved by clicking the SAVE button.
access the details section
To access the Details section of a project, follow these steps:
1. Open the Cases workspace.
2. Click Projects .
3. In the ALL PROJECTS tab, locate and click the project's name.
The Project Editor will open.
4. In the Contextual Menu, click the Details section..
The Details section will display.
details section dashboard
The Details section dashboard contains the following elements:
1. Details section.
2. Details form.
3. Save button.