Modify a project

  1. Open the Project screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Project field, do one of the following:

    • Enter the code of the project you want to modify and press Tab.

    • Click to select the project you want to modify from a Lookup List.

  4. Complete the fields as described on the Project Screen Field Reference.
    Note: If the project has a large number of cost codes, the Cost Codes tab may take additional time to load. You can view and modify the project while the tab loads, but you cannot save the project until the tab had loaded.
  5. Click Save Project.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Notices tab before saving the entry.