You can edit the details of an organization within the context of a project, such as an organization's role on a project.
To edit an organization on a project:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
-
Do one of the following:
- To edit an internal organization, in the Internal Organization band, click
.
- To edit an external organization, in the Organizations and Contacts band, click
.
-
On the Edit Organization window, modify any of the details for the organization, as required.
-
Click
Save.