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