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How do I edit a project?

Open the project from All Projects, click Edit in the Project Details box, make your changes and click Update.

Before you start​

  • You need to be an account admin, or an admin on that project, to open it from the list.

Steps​

  1. In the left menu, under Field Operations, click All Projects.
  2. Find the project. Use Search..., Status or Select Date Range to narrow the list.
  3. Click the project's name. The Project Info page opens on the Details tab.
  4. In the Project Details box, click Edit. The Update Project panel opens.
  5. Change any of Project Name, Project Number, Project Start Date, Project End Date, Currency, Project Value, Time Zone, Status or the project image.
  6. Click Update. You'll see Project updated successfully.

Good to know​

  • Status can be Active, Pending, Completed or Delayed.
  • To change only the picture, point at the project picture at the top of Project Info, click the pencil and choose a new image. It saves straight away.
  • Project images must be JPEG, JPG or PNG, under 2 MB.
  • To change where workers check in, edit the site location instead. See How do I edit a site location?

If something goes wrong​

  • Can't find the project? The list shows Active projects at first. Change or clear the Status filter.