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[Feature] Projects Management | Edit Existing Project  #3332

@ariefgp

Description

@ariefgp

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Related User Stories


?As a team manager, I want to modify existing project details so that I can keep project information accurate and adapt to changing business requirements

Description

Team managers need the ability to update project details in Ever Teams to reflect changes in scope, timeline, budget, or team structure. This feature ensures project information stays current and continues to align with organizational objectives while maintaining change history for audit purposes.

Flow

  1. Manager accesses project details page
  2. Clicks "Edit Project" button/icon
  3. System loads multi-step edit form with current data:
    • Step 1: Basic Information
      • Project Title
      • Description
      • Status
      • Start/End Dates
      • Website URL
      • Project Image
    • Step 2: Financial Settings
      • Budget Amount
      • Budget Type (Cost/Hours)
      • Currency Selection
      • Billing Configuration
    • Step 3: Categorization
      • Labels
      • Tags
      • Color Code
    • Step 4: Team Configuration
      • Manage Project Managers
  4. Manager modifies desired fields
  5. System validates changes
  6. Manager reviews modification summary
  7. Confirms updates

Design

image

Acceptance Criteria

Edit Interface

  • "Edit Project" button visible to authorized users
  • All existing data pre-populated in form
  • Clear visual indication of modified fields

Data Modification

  • Title changes reflect across all project references
  • Description maintains formatting during updates
  • Date modifications check for task timeline conflicts
  • Image replacement maintains aspect ratio
  • Currency changes recalculate budget values

Financial Updates

  • Currency conversion applied when changing currency

Technical

Available:

{"name":"new try","code":"nht","projectUrl":"https://demo.gauzy.co/#/pages/organization/projects/create?date=2024-12-09&date_end=2024-12-11&unit_of_time=week&is_custom_date=true","owner":"CLIENT","organizationContactId":null,"startDate":null,"endDate":null,"memberIds":["c9e510eb-1b70-416b-aeb4-4d718069f59d","67bc34b6-bc7e-4f60-9e96-e5a242ed706f"],"managerIds":["7988eb32-6ac3-4d5c-9d75-07d1a5021f2e"],"teams":[{"deletedAt":null,"id":"66976949-4e4c-4426-b670-f359c8e39ac3","createdAt":"2024-12-07T13:10:23.000Z","updatedAt":"2024-12-07T13:10:23.000Z","isActive":true,"isArchived":false,"archivedAt":null,"tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6","organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","name":"Designers","color":null,"emoji":null,"teamSize":null,"logo":"https://dummyimage.com/330x300/8b72ff/ffffff.jpg&text=D","prefix":"DES","shareProfileView":true,"requirePlanToTrack":false,"public":false,"profile_link":"designers","createdById":null,"imageId":null,"image":null},{"deletedAt":null,"id":"7336a160-3f6d-4336-b883-8710c3938bfd","createdAt":"2024-12-07T13:10:23.000Z","updatedAt":"2024-12-07T13:10:23.000Z","isActive":true,"isArchived":false,"archivedAt":null,"tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6","organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","name":"Contractors","color":null,"emoji":null,"teamSize":null,"logo":"https://dummyimage.com/330x300/ffaf26/ffffff.jpg&text=C","prefix":"CON","shareProfileView":true,"requirePlanToTrack":false,"public":false,"profile_link":"contractors","createdById":null,"imageId":null,"image":null}],"description":null,"tags":[],"billing":"RATE","billingFlat":true,"currency":"IDR","budget":null,"budgetType":"hours","openSource":null,"openSourceProjectUrl":null,"color":null,"taskListType":"GRID","public":null,"billable":null,"imageId":null,"organizationId":"d9d81137-d885-4cea-bd63-9aedac8ee0ee","tenantId":"73a81ed0-6d9c-47c1-9a80-6f087c146fc6"}
  • All data is available in the API

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