Project Properties
The properties of a project in CDM allow you to adjust settings relating to its generation, taxonomy, and filing.
To set the properties for a project, click File, and then Administration. Click on XBRL, and then Projects. This will bring up the projects list. From elsewhere in CDM, you can access the projects list by clicking on Administration in the Navigation Pane. Scroll down to XBRL, then double-click on Projects. To edit the project's properties, right-click on the project, then select Edit. Alternatively, click on the project, then on the Home ribbon, click Edit. In the Edit window, you can change the Project Information and Project Configuration. The options available here depend on the jurisdiction, form type, and other settings. Once you've made any adjustments, click Finish.
Required Permission
To set project properties, you should have the following permission allowed:
Application Permissions > XBRL > Manage Projects
Edit the Properties of a Project
- In CDM, navigate to File > Administration > XBRL > XBRL Projects.
- In the work area, select the project you want to edit, then click Home > Edit. Alternatively, right-click on the project and select Edit.
- Review and adjust the Project Information and Project Configuration settings as appropriate, then click Finish. The settings will differ based on your selections, such as by Jurisdiction Type or Form Type.