> For the complete documentation index, see [llms.txt](https://docs.infraon.io/infraon-help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infraon.io/infraon-help/infinity-user-guide/workspace/project-management/project/more-options.md).

# More Options

capturesThe 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><tr><td><strong>Version</strong></td><td>View the current project version. The version is automatically updated when the project's <strong>Baseline Start Date or Baseline End Date</strong> is modified.</td><td>Displays the current version of the project schedule. Version updates help track <strong>baseline changes</strong> and maintain project history. All version changes are recorded in the Recent Activity panel.<br><br><strong>Example:</strong> 1.1, 1.2, 1.3</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 %}

### **Business Case**

The **Business Case** tab is used to define the project's justification, expected benefits, return on investment, and approval details. This section helps project stakeholders understand the business value and expected outcomes associated with the project template.

The Business Case section also includes additional sub-tabs such as **Impact, Objectives, Assumptions, Scope, Deliverables, and Constraints,** allowing users to configure complete project planning, impact analysis, goals, assumptions, scope definitions, deliverables, and project limitations within a structured workflow.

Business Case **| Configuration Details**

<table><thead><tr><th width="139.4000244140625">Label</th><th width="176.00006103515625">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Summary</strong></td><td>Enter the project business summary</td><td>Provides a high-level overview of the project purpose and business requirements.<br><br><strong>Example:</strong> Implement centralized network monitoring across branch locations.</td></tr><tr><td><strong>Benefits</strong></td><td>Enter the expected project benefits</td><td>Defines the operational, financial, or strategic advantages expected from the project.<br><br><strong>Example:</strong> Improved monitoring visibility, reduced downtime, and faster incident response.</td></tr><tr><td><strong>Expected ROI</strong></td><td>Enter the expected return on investment value</td><td>Specifies the estimated return or measurable business value expected after project completion.<br><br><strong>Example:</strong> 25% reduction in operational overhead within one year.</td></tr><tr><td><strong>Approver</strong></td><td>Select the project approver</td><td>Specifies the stakeholder or authority responsible for approving the business case.<br><br><strong>Example:</strong> IT Director, Project Sponsor, or Business Head.</td></tr></tbody></table>

![](/files/0d4bd0de4004a3d1a1722057758095f3dd576420)

Once the required Business Case details are added, click **Next** to navigate to the **Impact** tab while retaining the configured information.

#### **Impact**

The Impact tab is used to capture the project's potential impact across **Customer, Business, and Technology.** Users can select predefined impact categories from the dropdown fields and provide detailed comments for each selected impact type. This helps stakeholders evaluate how the project affects customer experience, business operations, and technical infrastructure before project execution.

The tab supports structured impact assessment by allowing users to define impact values along with supporting remarks or analysis for each section.

Impact **| Configuration Details**

<table><thead><tr><th width="149.79998779296875">Label</th><th width="202.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td>Customer</td><td>Select the customer impact type from the dropdown list.</td><td>Defines how the project impacts customers or end users.<br><br><strong>Available Options:</strong> Customer, Productivity, Financial, or Operational.</td></tr><tr><td>Customer Comment</td><td>Enter comments related to the selected customer impact.</td><td>Used to describe the expected customer-related impact in detail.<br><br><strong>Example:</strong> Improves the customer onboarding process and reduces response time.</td></tr><tr><td>Business</td><td>Select the business impact type from the dropdown list.</td><td><p>Defines the project's operational or organizational impact.</p><p></p><p><strong>Available Options:</strong> Operational, Financial, Customer, or Productivity.</p></td></tr><tr><td>Business Comment</td><td>Enter comments related to the selected business impact.</td><td><p>Used to provide additional business impact details.</p><p></p><p><strong>Example:</strong> Reduces operational overhead and improves workflow efficiency.</p></td></tr><tr><td>Technology</td><td>Select the technology impact type from the dropdown list.</td><td><p>Defines the technical impact area associated with the project.</p><p></p><p><strong>Available Options:</strong> Infrastructure, Application, Database, or Security.</p></td></tr><tr><td>Technology Comment</td><td>Enter comments related to the selected technology impact.</td><td><p>Used to explain the technical impact or implementation considerations.</p><p></p><p><strong>Example:</strong> Requires database optimization and additional security validation.</p></td></tr></tbody></table>

![](/files/ef6769700fc48440cb867cc266ec21043111dd30)

Once the required Impact details are added, click **Next** to navigate to the **Objectives** tab while retaining the configured information.

#### **Objectives**

The Objectives tab is used to define measurable project goals and expected targets. Multiple objectives can be added to track different project outcomes and performance metrics.

Objectives **| Configuration Details**

<table><thead><tr><th width="147.40008544921875">Label</th><th width="187.20001220703125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Objective</strong></td><td>Enter the project objective</td><td>Defines the project's primary goal or outcome.<br><br><strong>Example:</strong> Improve network uptime across all data centers.</td></tr><tr><td><strong>Metric</strong></td><td>Select the measurement type</td><td><p>Defines the unit used to measure the objective progress.<br><br>Available options include:</p><ul><li>Percentage (%)</li><li>Count</li><li>Currency ($)</li></ul></td></tr><tr><td><strong>Start</strong></td><td>Enter the initial value</td><td>Specifies the starting measurement value before project execution.<br><br><strong>Example:</strong> 60</td></tr><tr><td><strong>Current</strong></td><td>Enter the current progress value</td><td>Displays or defines the current progress value for the objective.<br><br><strong>Example:</strong> 75</td></tr><tr><td><strong>Target</strong></td><td>Enter the target value</td><td>Defines the expected target to achieve after project completion.<br><br><strong>Example:</strong> 100</td></tr><tr><td><strong>Description</strong></td><td>Enter objective details</td><td>Provides additional information about the project objective.<br><br><strong>Example:</strong> Achieve 99.9% uptime for all production systems.</td></tr><tr><td><strong>+ Add Another</strong></td><td>Click + Add Another</td><td>Adds multiple objective sections within the same project template.</td></tr></tbody></table>

![](/files/817b675266c65420f19e0be8894c7fa0ab49b384)

Once the required Objective details are added, click **Next** to navigate to the **Assumptions** tab while retaining the configured information.

#### **Assumptions**

The Assumptions tab is used to document project assumptions and associated risks if those assumptions are violated during project execution.

Assumptions **| Configuration Details**

<table><thead><tr><th width="147.4000244140625">Label</th><th width="136.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Category</strong></td><td>Select the assumption category</td><td><p>Defines the assumption classification.<br><br>Available options include:</p><ul><li>Resources</li><li>Technical</li><li>Operational</li><li>Budgetary</li><li>External</li><li>Other</li></ul></td></tr><tr><td><strong>Assumption</strong></td><td>Enter the project assumption</td><td>Specifies the assumption considered during project planning.<br><br><strong>Example:</strong> Required infrastructure resources will be available during deployment.</td></tr><tr><td><strong>Risk if violated</strong></td><td>Enter the associated risk</td><td>Defines the potential impact or risk if the assumption is not met.<br><br><strong>Example:</strong> Deployment delays due to unavailable resources.</td></tr><tr><td><strong>+ Add Another</strong></td><td>Click + Add Another</td><td>Adds multiple assumption entries within the project template.</td></tr></tbody></table>

![](/files/a7ddf7d20cd9ca5024662900c4eafbeae7b4122e)

Once the required Assumptions details are added, click **Next** to navigate to the **Scope** tab while retaining the configured information.

#### **Scope**

The Scope tab is used to define project scope items, their execution status, and whether each activity is in or out of scope for the project.

Scope **| Configuration Details**

<table><thead><tr><th width="153">Label</th><th width="157.7999267578125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Scope</strong></td><td>Enter the scope definition</td><td>Defines the project activity, feature, or deliverable included in the scope planning.<br><br><strong>Example:</strong> Deployment of monitoring agents across branch offices.</td></tr><tr><td><strong>Status</strong></td><td>Select the scope status</td><td><p>Defines the current execution status of the scope item.<br><br>Available options include:</p><ul><li>New</li><li>In-Progress</li><li>Completed</li><li>On Hold</li></ul></td></tr><tr><td><strong>Scope Type</strong></td><td>Select the scope type</td><td><p>Specifies whether the activity belongs within the approved project scope.<br><br>Available options include:</p><ul><li>In Scope</li><li>Out of Scope</li></ul></td></tr><tr><td><strong>+ Add Another</strong></td><td>Click + Add Another</td><td>Adds multiple scope entries within the project template.</td></tr></tbody></table>

Once the required Scope details are added, click **Next** to navigate to the **Deliverables** tab while retaining the configured information.

![](/files/12fc0432982fecfc553cd804943cf3acd474ca1a)

#### **Deliverables**

The Deliverables tab is used to define the expected project deliverables and track their execution status within the project template.

Deliverables **| Configuration Details**

<table><thead><tr><th width="139.4000244140625">Label</th><th width="177.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Deliverable</strong></td><td>Enter the deliverable name</td><td>Defines the expected output or result of the project.<br><br><strong>Example:</strong> Finalized network deployment report.</td></tr><tr><td><strong>Status</strong></td><td>Select the deliverable status</td><td><p>Defines the deliverable's current status.<br><br>Available options include:</p><ul><li>New</li><li>In-Progress</li><li>Completed</li><li>On Hold</li></ul></td></tr><tr><td><strong>+ Add Another</strong></td><td>Click + Add Another</td><td>Adds multiple deliverable entries within the project template.</td></tr></tbody></table>

Once the required Deliverables details are added, click **Next** to navigate to the **Constraints** tab while retaining the configured information.

<figure><img src="/files/41a811736b9184deb6062fe79d1469718e6a6189" alt=""><figcaption></figcaption></figure>

#### **Constraints**

The Constraints tab is used to define project limitations, restrictions, risks, and operational boundaries that may affect project execution.

Constraints **| Configuration Details**

<table><thead><tr><th width="159.39996337890625">Label</th><th width="154.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Constraint Type</strong></td><td>Select the constraint category</td><td><p>Defines the type of project limitation or restriction.<br><br>Available options may include:</p><ul><li>Cost Budget</li><li>Scope</li><li>Resources</li><li>Technology</li><li>Quality Standards</li><li>Legal &#x26; Compliance</li><li>Location (Geographical)</li><li>Others</li></ul></td></tr><tr><td><strong>Constraint</strong></td><td>Enter the constraint details</td><td>Defines the limitation or restriction applicable to the project.<br><br><strong>Example:</strong> Limited budget allocation for infrastructure upgrades.</td></tr><tr><td><strong>Impact</strong></td><td>Select the impact type</td><td><p>Defines the operational or business impact caused by the constraint.<br><br>Available options may include:</p><ul><li>Operational</li><li>Financial</li><li>Customer</li><li>Productivity</li></ul></td></tr><tr><td><strong>Remark</strong></td><td>Enter additional remarks</td><td>Provides additional notes or comments related to the constraint.<br><br><strong>Example:</strong> Additional approvals required for budget expansion.</td></tr><tr><td><strong>+ Add Another</strong></td><td>Click + Add Another</td><td>Adds multiple constraint entries within the project template.</td></tr></tbody></table>

![](/files/86cfd462fab86add022b560c0f41ace1597ff363)

Once all required constraint details are added, click **Save** to save the Project with all configured Business Case information.

### **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

### **Risk**

The Risk module helps project teams identify, assess, and manage risks that may affect project objectives, timelines, resources, or deliverables.

Project risks can be recorded and monitored throughout the project lifecycle to help teams evaluate potential impacts and define mitigation strategies. The module provides access to both **Risk Records** and **Risk Assessment,** allowing project managers to track identified risks and assess their severity and likelihood.

From the Project Details page, users can create project-specific risks, associate them with the project, and monitor them as part of overall project governance.

#### **What You See on the Screen**

Project Details **| Risk**

<table><thead><tr><th width="164.20001220703125">Label</th><th width="146.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Risk Records</strong></td><td>Click to view</td><td>Displays all risks associated with the selected project. Users can create, view, edit, and manage project-specific risk records.</td></tr><tr><td><strong>Risk Assessment</strong></td><td>Click to view</td><td>Displays risk assessment information used to evaluate the impact, probability, and overall severity of identified project risks.</td></tr><tr><td><strong>+ New Risk</strong></td><td>Click to add</td><td>Opens the New Risk panel to create and associate a risk record with the current project.</td></tr></tbody></table>

{% hint style="info" %}
Risk Records and Risk Assessment in Project Management use the same functionality as Change Management. For detailed instructions, refer to the [Risk Records and Risk Assessment documentation](/infraon-help/infinity-user-guide/change-management/change.md#toc174553241) in Change Management.
{% endhint %}

### **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-projectt.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.

### **KPIs**

The KPIs tab is used to define and track Key Performance Indicators (KPIs) associated with the project. This section helps project teams monitor measurable goals, track current progress, compare target values, and evaluate overall project performance throughout the project lifecycle.

Users can configure multiple KPI entries by defining the KPI name, measurement metric, status, baseline values, current progress, and target values.

KPIs **| Configuration Details**

<table><thead><tr><th width="105.79998779296875">Label</th><th width="205.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>KPI</strong></td><td>Enter the KPI name.</td><td>Used to define the measurable objective or performance indicator for the project.<br><br><strong>Example:</strong> Project Completion Rate, Customer Satisfaction Score, or Deployment Accuracy.</td></tr><tr><td><strong>Metric</strong></td><td>Select the KPI measurement type from the dropdown list.</td><td><p>Defines how the KPI value is measured.<br><br><strong>Available options include:</strong></p><ul><li>Percentage (%)</li><li>Count</li><li>$.</li></ul><p><br><strong>Example:</strong> Percentage (%) for completion tracking or $ for budget-related KPIs.</p></td></tr><tr><td><strong>Status</strong></td><td>Select the KPI status from the dropdown list.</td><td>Defines the current progress state of the KPI.<strong>Available options include:</strong> New, In-Progress, Completed, and On Hold.</td></tr><tr><td><strong>Start</strong></td><td>Enter the initial KPI value.</td><td>Used to define the starting or baseline value for KPI tracking. The default value is set to 0.<strong>Example:</strong> 0.</td></tr><tr><td><strong>Current</strong></td><td>Enter the current KPI value.</td><td>Used to capture the current measured progress or value of the KPI. The default value is set to 0.<strong>Example:</strong> 45.</td></tr><tr><td><strong>Target</strong></td><td>Enter the expected target value.</td><td>Used to define the final expected KPI value or achievement goal. The default value is set to 0.<strong>Example:</strong> 100.</td></tr><tr><td><strong>Add Another</strong></td><td>Click Add Another to create an additional KPI entry.</td><td>Adds a new KPI configuration row, allowing users to define multiple KPIs for the project.</td></tr></tbody></table>

Click **Save** after entering the KPI details to save the configured KPI information and successfully associate it with the project.

![](/files/445f429615cfd08fd121e9dc745197d8fbbbaeca)

### **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>