Edit the project details

  1. Go to Projects and select the appropriate project in the Quick Select section.

  2. Select Edit.

  3. Update the following information as needed:

    • Project Number, Title, or Description.

    • Mark the project as Archived.

    • Project address, phone, and fax number.

    • Sales, Bid, or PM Contact.

    • Bid Date and Time, or Plan Room Info.

    • Project estimated start or finish date.

    • Project actual start or finish date.

  4. Select Save or Save & Close.