# More Options

The More Options menu is available for each project in the Projects list. It provides additional actions that allow users to access project-level configurations and detailed information.

Click on the **three-dot (⋮)** icon next to a project name to view the available options.

![](/files/bd5c4bbb2e29385f10fa1c96d081ff2a03a4a519)

The options include:

* Project Details
* Setting

These options help users manage project-specific configurations and view complete project information without leaving the project workspace.

## **Project Details**

The **Project Details** option provides a consolidated view of all information related to the selected project. It allows users to review configured project attributes, ownership, workflow, and other associated details.

The top panel in the Project Details view provides a quick summary of key project attributes. It allows users to identify the project, view ownership details, and understand the project configuration at a glance.

### **What you see on the screen**

Project Details **| Top Panel**

<table><thead><tr><th width="145.79998779296875">Label</th><th>Action</th><th>Description/ Example</th></tr></thead><tbody><tr><td><strong>Project Name</strong></td><td>Click to update project name or basic details.</td><td>Displays the name of the project.<br><br><strong>Example:</strong> ITSM Web application</td></tr><tr><td><strong>Project Code</strong></td><td>View only field, no actions can be taken</td><td><p>Displays a unique project identifier.</p><p></p><p><strong>Example:</strong> 190</p></td></tr><tr><td><strong>Type</strong></td><td>Displays the project methodology/type</td><td>Waterfall</td></tr></tbody></table>

The top panel provides a read-only summary of project metadata. Any updates to these fields (if permitted) are reflected immediately and tracked in audit logs.

### **Summary**

The Summary section provides an overview of the project’s basic information, including description, timeline, and status. This section allows users to review and update key project attributes required for tracking and planning.

All fields in this section support inline editing. Changes are saved automatically when the user modifies a field and leaves it.

![](/files/954371921710cade6d9bce92f1f836be648c495b)

#### **What you see on the screen**

Project Details **| Summary**

<table><thead><tr><th width="178.60003662109375">Label</th><th width="284.7999267578125">Action</th><th>Description/ Example</th></tr></thead><tbody><tr><td><strong>Project Description</strong></td><td>Enter or update project details using a rich text editor</td><td><strong>Example:</strong> Implementation of ITSM modules, including Incident and Change Management</td></tr><tr><td><strong>Baseline Start Date</strong></td><td>Displays or selects the planned project start date</td><td><strong>Example:</strong> Feb 26, 2026 06:30 PM</td></tr><tr><td><strong>Baseline End Date</strong></td><td>Displays or selects the planned project end date</td><td><strong>Example:</strong> Mar 30, 2026 06:30 PM</td></tr><tr><td><strong>Revised Start Date</strong></td><td>Update revised start date if schedule changes</td><td><strong>Example:</strong> Feb 27, 2026 06:30 PM</td></tr><tr><td><strong>Revised End Date</strong></td><td>Update the revised end date based on the updates</td><td><strong>Example:</strong> Mar 30, 2026 06:30 PM</td></tr><tr><td><strong>Actual Start Date</strong></td><td>Select the actual project start date</td><td><strong>Example:</strong> Select Date</td></tr><tr><td><strong>Actual End Date</strong></td><td>Select the actual project completion date</td><td><strong>Example:</strong> Select Date</td></tr><tr><td><strong>Status</strong></td><td>Displays and updates project status</td><td>**Example:**Draft → Initiation</td></tr></tbody></table>

{% hint style="info" %}
Ensure that date fields are updated correctly, as they impact project scheduling and reporting.
{% endhint %}

### **Teams**

The [Teams ](/infraon-help/infinity-user-guide/workspace/project-management/team-and-roles/teams.md)section allows users to associate project teams and manage team members involved in the project. It provides visibility into who is working on the project, their assigned roles, and the distribution of tasks.

![](/files/5418c0d1ec9fafd60f17eaebeb8166e79c097a40)

#### **What you see on the screen**

Project Details **| Teams**

<table><thead><tr><th width="137">Label</th><th width="221.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Select Team</strong></td><td>Select a team</td><td>Allows users to choose and associate a team with the project (e.g., ITSM Team).</td></tr><tr><td><strong>Username</strong></td><td>View team members</td><td>Displays the list of users in the selected team along with their email IDs.</td></tr><tr><td><strong>Projects</strong></td><td>View associated projects</td><td>Shows the projects each user is part of (e.g., ITSM Web application).</td></tr><tr><td><strong>Role</strong></td><td>View/manage roles</td><td>Displays assigned roles such as Project Manager, Dev Team, or Test Team. Roles can be updated based on project needs.</td></tr><tr><td><strong>Tasks</strong></td><td>Monitor task count</td><td>Displays the number of tasks assigned to each user to track workload distribution.</td></tr><tr><td><strong>+ Add</strong></td><td>Add team or members</td><td>Allows users to add new teams or include additional members to the project.</td></tr><tr><td><strong>Teams / Roles Tab</strong></td><td>Switch view</td><td>Enables switching between the team-based and role-based views of users.</td></tr></tbody></table>

### **Business Hours**

The Business Hours section is used to associate a predefined business hours profile with the project. This defines the project's **working schedule** and is used for **time-based** calculations, such as SLAs and task timelines.

{% hint style="info" %}
To create or update hours, navigate to the [Business Hours](/infraon-help/infinity-user-guide/infraon-configuration/general-settings/business-hours.md) module.
{% endhint %}

![](/files/b9c9e510d2263cc4a24b2902305add2bbd3770a1)

#### **What you see on the screen**

This section displays the selected business hours profile along with its configuration details, including:

* **Profile Name –** Name of the selected business hours profile
* **Description –** Additional details about the profile
* **Timezone –** Timezone configured for the business hours
* **Schedule Type –** Indicates whether it is set to 24×7 or specific working days/hours
* **Working Days and Time –** Defined working days along with start and end times
* **Exclude Hours –** Configured non-working periods such as holidays or excluded time ranges

### **Workflow**

The Workflow section is used to view and configure the project's workflow. This workflow defines the different stages of the project lifecycle and the transitions between them.

Users can view a predefined workflow from the available options. This section is read-only for configuration, and users cannot create or modify workflows here.

![](/files/4148b7739b0a839941d4e4a0a06aa62e943477a8)

{% hint style="info" %}
To create or update workflows, navigate to the [Workflow ](/infraon-help/infinity-user-guide/infraon-configuration/infraon-automation/workflow.md)module.
{% endhint %}

#### **What you see on the screen**

This section displays the selected workflow along with its structure and stages, including:

* **Workflow Name –** Name of the selected workflow (e.g., Default Project Workflow)
* **Stages –** Different phases of the workflow, such as Initiation, Hold, Close, etc.
* **Statuses –** Statuses within each stage (e.g., Draft, Not Started, Paused)
* **Transitions –** Visual flow showing how tasks move from one stage/status to another
* **Workflow Diagram –** Graphical representation of the workflow with nodes and connections

### **Milestone**

The Milestone section displays all project milestones. It provides a consolidated view of milestone details, including ownership, timelines, status, and task progress, allowing users to track project progress at key checkpoints.

[Click here](/infraon-help/infinity-user-guide/workspace/project-management/project/working-on-a-project.md#milestone) for detailed information about Project Milestone.

![](/files/98051c30782da5fa16cd4e41e20f0dc4d8e32046)

#### **What you see on the screen**

<table><thead><tr><th width="158.5999755859375">Label</th><th width="151.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Search</strong></td><td>Search milestones</td><td>Allows users to search milestones by name.</td></tr><tr><td><strong>Filter</strong></td><td>Apply filters</td><td>Filter milestones based on specific fields.<br><strong>Fields:</strong> Milestone Name, Owner, Status<br><strong>Conditions:</strong> in, not in, contains, not contains, equal to, not equal to</td></tr><tr><td><strong>Add Milestone</strong></td><td>Click to add a milestone</td><td>Opens a pop-up window to facilitate the creation and addition of a new milestone to the project.<br><br>Please refer to the Add Milestone section for detailed instructions on adding project milestones.</td></tr><tr><td><strong>Milestone</strong></td><td>View milestone name</td><td>Displays the name of the milestone (e.g., Architecture Phase 1).</td></tr><tr><td><strong>Owner</strong></td><td>View owner</td><td>Displays the user assigned as the milestone owner.</td></tr><tr><td><strong>Baseline Start Date</strong></td><td>View start date</td><td>Displays the milestone's planned start date.</td></tr><tr><td><strong>Baseline End Date</strong></td><td>View end date</td><td>Displays the milestone's planned end date.</td></tr><tr><td><strong>Status</strong></td><td>View status</td><td>Displays the milestone's current status (e.g., To Do, Open).</td></tr><tr><td><strong>Tasks</strong></td><td>View task count</td><td>Displays the number of tasks associated with the milestone along with progress (e.g., completed vs total).</td></tr><tr><td><strong>Edit</strong></td><td>Modify milestone</td><td>Allows users to edit milestone details.</td></tr><tr><td><strong>Delete</strong></td><td>Remove milestone</td><td>Allows users to delete the milestone from the project.</td></tr></tbody></table>

### **Project Budget**

The Project Budget section is used to define and track a project's financial allocation by recording both **estimated** **and actual costs.**

Each budget entry created in this section is linked to a [Cost Center,](/infraon-help/infinity-user-guide/infraon-configuration/finance/cost-center-management.md) which acts as the source of funds. The cost center defines the available budget and approval controls, while the project budget shows how the allocated budget is utilized at the project level.

In this setup:

* The Cost Center holds and governs the **total budget.**
* The Project Budget **consumes or allocates** a portion of that budget for specific project activities.

![](/files/aa025afe3f70522b763f9a30547cded60108fa45)

This relationship ensures that:

* Project spending is aligned with approved financial limits
* Budget usage can be tracked against the respective cost center
* Financial control and [approval workflows](/infraon-help/infinity-user-guide/infraon-configuration/finance/cost-center-management.md#workflow) defined in the Cost Center are enforced at the project level.

#### **Add Budget**

On the Project Budget page, click the **+ Add** option located at the top-right corner to create a new budget entry. This opens a side panel where you can enter the required budget details.

Refer to the table below for a structured overview of each field.

**Add Budget |** Project Budget

<table><thead><tr><th width="154.5999755859375">Label</th><th width="171.20001220703125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Budget Title *</strong></td><td>Enter title</td><td>Enter a name for the budget entry<br><br><strong>Example:</strong> IT Infrastructure Setup</td></tr><tr><td><strong>Cost Type *</strong></td><td>Select type</td><td>Select the cost type from the dropdown (e.g., Hardware, Software, CapEx, OpEx).</td></tr><tr><td><strong>Cost Center *</strong></td><td>Select cost center</td><td>Select the associated cost center from which the budget will be allocated (e.g., IT Infrastructure).</td></tr><tr><td><strong>Budget *</strong></td><td>Enter amount</td><td>Enter the budget amount to be allocated for this entry (e.g., 500000).</td></tr></tbody></table>

### **Attachments**

The Attachments section allows users to upload and manage project-related files. These files can include project documents, scope files, timelines, and other supporting materials required for project execution and reference.

Users can upload files, categorize them, and access them directly from the project for better documentation and traceability.

You can perform:

* Upload files related to the project
* Categorize attachments for better organization
* Download uploaded files
* Delete attachments when no longer required
* View file details such as name, size, and upload date

#### **Add Attachments**

To add an attachment, click the **+ Add** option located at the top-right corner.

You can either:

* Drag and drop files into the upload area
* Click Browse to select files from your system

{% hint style="info" %}
Supported file formats include: png, jpeg, jpg, txt, doc, docx, csv, xls, xlsx, pdf, msg, eml. Maximum file size: 20 MB
{% endhint %}

**Add Attachments |** Project Details

![](/files/f601cfe4f61a5468db2bf524b09c9b096239ef17)

<table><thead><tr><th width="149.79998779296875">Label</th><th width="190.20001220703125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>File Upload</strong></td><td>Drag &#x26; drop / Browse</td><td>Upload files by dragging them into the upload area or selecting from your system.</td></tr><tr><td><strong>Category *</strong></td><td>Select category</td><td>Select the category for the attachment (e.g., Project Charter, Scope Documents, Schedules &#x26; Timelines, Risk Register).</td></tr><tr><td><strong>Description</strong></td><td>Enter description</td><td>Add additional details about the file (e.g., Initial project charter document).</td></tr><tr><td><strong>Upload</strong></td><td>Click to upload</td><td>Upload the selected file(s) to the project.</td></tr><tr><td><strong>Cancel</strong></td><td>Click to cancel</td><td>Close the panel without uploading files.</td></tr></tbody></table>

### **Relation**

The Relation tab allows users to associate the project with related records in the system, improving visibility and traceability across linked activities. Users can connect the project with records such as [Tickets,](/infraon-help/infinity-user-guide/ticket-management.md) [Problems,](/infraon-help/infinity-user-guide/problem-management.md) [Changes,](/infraon-help/infinity-user-guide/change-management.md) and [Requests,](/infraon-help/infinity-user-guide/request-management/request.md) ensuring that all dependent or related work items are centrally accessible.

This helps track dependencies, understand the impact of changes, and maintain a unified view of all project activities.

### **Field Configuration**

The Field Configuration section allows users to control how project and task fields behave based on roles and status. It defines field visibility, editability, and mandatory conditions within the project.

This configuration ensures that users see only the relevant fields based on their role and the project or task's current status.

Field Configuration in Project Management is integrated with the global [Field Configuration](/infraon-help/infinity-user-guide/infraon-configuration/infraon-automation/field-configuration.md) module and applies specifically to the selected project.

#### **What you see on the screen**

Project Details **| Field Configuration**

<table><thead><tr><th width="191.39996337890625">Label</th><th width="133.20001220703125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>View</td><td>Displays the name of the field configuration</td></tr><tr><td><strong>Role Name</strong></td><td>View</td><td>Displays the role to which the configuration is applied</td></tr><tr><td><strong>Status</strong></td><td>View</td><td>Displays the status/stage where this configuration is applicable</td></tr><tr><td><strong>Actions</strong></td><td>Edit / Delete</td><td>Modify or remove the configuration</td></tr><tr><td><strong>Add</strong></td><td>Click to add</td><td>Create a new field configuration</td></tr></tbody></table>

#### **Add Field Configuration**

Click **+ Add** to create a new configuration. This opens the Add Field Configuration panel.

**Add Field Configuration |** Fields

<table><thead><tr><th width="141.79998779296875">Label</th><th width="240.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Name *</strong></td><td>Enter text</td><td>Define the name of the configuration</td></tr><tr><td><strong>Type *</strong></td><td>Select from the dropdown</td><td>Select the configuration type (Project / Task)</td></tr><tr><td><strong>Role Name *</strong></td><td>Select from the dropdown</td><td>Choose the role for which the configuration is applied</td></tr><tr><td><strong>Status *</strong></td><td>Select from the dropdown</td><td>Select the status where this configuration should be active</td></tr></tbody></table>

<figure><img src="/files/12b7d47550eadc5fdcdaa238359c08e7d9b54cac" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}

* Field Configuration can be defined separately for the project and the task.
* Project configuration controls project-level fields, while Task configuration applies to task-level fields based on workflow status.
  {% endhint %}

### **Communication**

The Communication section provides a centralized view of all project-related interactions. It includes **emails, SMS, and comments** exchanged within the project context. Users can also add internal notes for collaboration.

This section helps track communication history and ensures all stakeholders are aligned.

#### **What you see on the screen**

Project Details **| Communication**

<table><thead><tr><th width="138.5999755859375">Label</th><th width="173.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>All</strong></td><td>View</td><td>Displays all communication types (Email, SMS, Comments)</td></tr><tr><td><strong>Email</strong></td><td>Filter</td><td>Displays only email conversations</td></tr><tr><td><strong>SMS</strong></td><td>Filter</td><td>Displays only SMS communications</td></tr><tr><td><strong>Comment</strong></td><td>Filter</td><td>Displays only comments</td></tr><tr><td><strong>Mail</strong></td><td>Click to compose</td><td>Send an email related to the project</td></tr><tr><td><strong>Add Notes</strong></td><td>Click to add</td><td>Add internal notes for the project</td></tr></tbody></table>

#### **Add Notes**

Users can add notes to capture important updates, discussions, or observations related to the project.

<table><thead><tr><th width="169">Label</th><th width="181.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Add Notes</strong></td><td>Enter text</td><td>Add project-related notes</td></tr><tr><td><strong>Public / Private</strong></td><td>Select visibility</td><td>Define whether the note is visible to all users or restricted</td></tr><tr><td><strong>Save</strong></td><td>Click to save</td><td>Save the note to the communication timeline</td></tr></tbody></table>

### **Recent Activities**

The Recent Activities section provides a detailed audit trail of all changes made within the project. It tracks updates across different modules such as Summary, Teams, Workflow, Field Configuration, Attachments, and Relations.

This section helps users monitor project changes and maintain accountability.

![](/files/c3150a2f4762651a51dc899250753f5fdecc4b17)

#### **What you see on the screen**

Project Details | Recent Activities

<table><thead><tr><th width="200.20001220703125">Label</th><th width="132.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Search Configuration</strong></td><td>Enter text</td><td>Search for specific activity logs</td></tr><tr><td><strong>Activity Timeline</strong></td><td>View</td><td>Displays a chronological list of all activities</td></tr><tr><td><strong>User</strong></td><td>View</td><td>Displays the user/system that performed the action</td></tr><tr><td><strong>Date &#x26; Time</strong></td><td>View</td><td>Displays when the activity occurred</td></tr><tr><td><strong>Activity Details</strong></td><td>View</td><td>Displays details of changes made (e.g., field updates, associations)</td></tr></tbody></table>


---

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