The Project Name on any page (within a specified project) is a clickable link to update the project itself


The Edit Project form has 5 mandatory fields, a 4 further optional fields and 2 automatically generated fields.



These form fields are...

  • Name. Every project needs a name. 

Note: This name is visible to all participants in the project - including any external clients or partners you provide access to. 

  • Client. This client's organisation. It may be the name of your own organisation if this is an internal project. The drop down list includes any organisations you have created yourself or any organisations accessible to you through other projects you are a member of. 
  • Project Start. Every project needs a start date. The system defaults this to the current day, but it can be any date in the past or the future and can include any weekend or public holiday.

Note: The Project Start is used in calculations in % Working Time Remaining dashboard widget on the Project Home  and Scheduled & Events pages. 

  • Project Operational Target. An optional field to indicate the target date the project should be operational. This is not the project closure date which typically follows later.

Note: The Project Operational Target is used in calculations in all of the dashboard widget on the Project Home  and Scheduled & Events pages.

  • Project Phase. HORIZON PPM provides the following options to track the phases projects within a portfolio...
    • Pipeline
    • Definition
    • Delivery
    • Transition
    • Closure
    • Complete
    • Cancelled
  • Project StatusHORIZON PPM provides the following options to track the overall status of projects within a portfolio...
    • Queued
    • Active
    • Paused
    • Complete
    • Cancelled
  • Tags. The second optional field to add tags to a project. To add a tag type the word or words and press the return key (this may be a go button or similar in the virtual keyboard on a mobile device). The system then highlights the new tag in blue but doesn't submit the form allowing additional tags to be added.

Note: Tags are a powerful feature allowing easy identification and access to common items across the projects and portfolios. See the Tag Search page for more details.

  • Sponsor. This is a free text field to add the name of the person sponsoring the project. 

Note: This could also be a user or resource within a project, but this is not mandated.

  • Client Contact. This is a free text field to add the name of the key client contact.

Note: This could also be a user or resource within a project, but this is not mandated.

  • PM. This field is greyed out. The name is added automatically when the project is first created.
  • Date Created. This field is greyed out. The date is added automatically when the project is first created.


Once updated the changes can be saved (or cancelled)...


An project can also be deleted from this form.