Edit Project Details
You can modify the information about a project such as project description, mailing address, shipping address, phone number, and fax number.
- From the home page, under Projects, select the name of
the project you want to open.Alternatively, go to the main menu
in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
The Dashboard for the project appears. -
From the upper right-hand corner of the page,
select the settings icon
, then select Project Settings.
-
From the General tab, edit the Project
Identification details.
- Type
- (Optional) Select a project type to classify the project.
- Description
- Enter the name of the project. The project name
should be unique and descriptive enough that others can easily
identify it in a list of projectsTip: As a best practice, you should always give projects unique names across companies.
- Bulletin
- (Optional) Type and format a message that will
be displayed on the project dashboard.Note: There is no save history for Bulletin notes.
-
(Optional) If you wish to upload a project logo
that will replace the default image for your enterprise, do one of the
following:
- Click in the image field under Project Logo. From your local drive, browse to the logo you wish to upload, and then click Open.
- From your local drive, drag and drop the project logo you wish to upload to the image field under Project Logo.
The new image will appear in the Project Logo section of the page.Note: Image files should not exceed 200 KB. -
Enter the Contact Information for the
project.
- Mailing Address
- Enter the Address fields for the project mailing address.
- Shipping Address
- Enter the Address fields
for the project if items should be shipped to a different address
than the mailing address.Note: If the shipping address is the same as the mailing address, select the Same as Mailing Address check box.
- Phone Number
- Select a country and enter the main phone number for the project, and an extension in the Extension field (if applicable).
- Fax Number
- Select a country and enter the main phone number for the project, and an extension in the Extension field (if applicable).
-
Select the Days Per Week Preference for
the project.
Setting your preference automatically adjusts due dates on RFI's, Submittals, and Issues.
- Calendar Days
- Select Calendar Days to set your work days to 7 days per week.
- Work Days
- Select Work Days to set a custom amount of work days per week (for example, Monday, Tuesday and Friday).
-
Enter details in the Additional Information
section as needed.
- Time Zone
- Select the time zone for the project.
- Start/End Date
- Enter the start and end dates for the project.
- Note
- Enter any notes particular to the project.
- Click Save Changes.