Updating a Project

Projects and project details, including associated assignments, can be edited or deleted from the Schedule page.

Edit a Project

To edit a project:

1. From the Projects view of the Schedule page, hover your cursor over a project's name in the list from the Projects view of the Schedule page, or tap the row if using a mobile device. The row color changes to indicate the person to be updated.
   • Archived projects don't display in the Project views on the Schedule page unless Archived is selected on the Project Status filter.
2. When the floating action icons display, select the More Actions icon and then select Edit to open the Edit Project dialog. 
   
   
3. Select any field in the Edit Project dialog, including the project name, to update the entry.
   • See Adding a Photo to a Project for information on uploading, changing or deleting an optional photo.
     

Additional Information

• Select the Additional Information button to view when Project records were created and last modified. All fields are read-only.
   
  • Created information includes:
    • Date – The date the record was created. For example, Aug 3, 2023.
    • Time –The time the record was created, in 12-hour format reflecting the time of the local machine. For example, 10:30 AM EST.
    • By – The invited person or integration that created the record.
      • If created by an active or inactive user, the name of the person who created the record displays here.
      • If created by a deleted user, the word Deleted displays here.
      • If created by an integration, the word Integration displays here.
  • Modified information includes:
    • Date – The date the record was last modified. For example. Aug 3, 2023.
    • Time – The time the record was last modified, in 12-hour format reflecting the time of the local machine. For example, 10:30 AM EST.
    • By – The invited person or integration that last modified the record.
      • If last modified by an active or inactive user, the name of the person who last modified the record displays here.
      • If last modified by a deleted user, the word Deleted displays here.
      • If last modified by the integration, the word Integration displays here.
      

Delete a Project

To delete a project, select the  Delete icon in the lower-left corner of the dialog.

Save and Continue

• Select Apply to save any changes or Cancel to exit the dialog without saving.

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See Also:

Moving a Project Schedule

Adding a New Project

Deleting Assignments