You can edit a project’s name, color, client, code, and notes from the Projects schedule or from Manage > Projects.

Note: If your account is connected to Harvest, editing a project’s name will also edit its name in Harvest, and it’s not always possible to edit a project’s client if that project is linked to Harvest. See our article on how data syncs between Harvest and Forecast for more information.

To edit a project from the schedule:

1. Head to the Projects schedule.
2. Click the name of the project you want to edit.
3. Click Actions > Edit and make any edits.
   • You can also use the Actions dropdown to archive or delete the project.
4. Click Update project.