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Editing Project Details

How to edit the details of a Project

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Written by Ashok P
Updated over a month ago

You can use the Open button in Project Editor to edit many fields and features of the project.

Information

Clicking Open > Information opens the Project Information form, which contains general information about the project.

Some of this is entered when creating the project.

project info.jpg

Under the Company Address tab, click the Use specific company address to either type in a new address or click the Select link to choose from any addresses you've entered for your company information.

This is the company address that will be displayed on your reports.

specific address.jpg

Notes

Clicking Open > Notes will open the text field to add notes throughout the life of a project. You can use snippets to update the notes.

Checklists

Clicking Open > Checklists opens a form to manage the checklists for the project.

Check out this article for more details.

Time Sheets

Clicking Open > Time Sheets will open the Time Sheet Explorer filtered to this project.

Submittals

Clicking Open > Submittals opens a form to manage the project's submittals.

Comments

Clicking Open > Comments opens the Project Comments form to add any information you wish to track.

Each entry is automatically tagged with the date, time, and username of the user who commented.

You can export your comments to Excel or PDF if desired.

Scope of Work

Clicking Open > Scope of Work opens a form to add or edit the scope of work.

You can add three different types of scope of work documents for the project: Client, Engineering, and Installer. You can have multiple documents for each of these types of scope of work.

Check out this article for more details.

Wire Connections

Clicking Open > Wire Connections lets you see, export, and even disconnect connections made in Visio or AutoCAD.

Check out this article for more details.

History

Clicking Open > History opens a form that will show the check-in and check-out history of the project, as well as list any changes to fields.

project history.jpg

Settings

To edit other project-related settings from the New Project wizard, like locations, systems, and contract percentages, click the Settings dropdown on the right side of the ribbon.

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