How to Edit Project Details and Site Locations

Projects change over time. Dates move, the status changes, or a site entrance moves to a new spot. This article shows you how to update a project's details and its site locations (the places where workers check in and out). It also covers the project's Documents and Discussion tabs.

Before you start

• The project must already exist. See How to Create a Project with Site Locations.
• To open a project from the list, you need to be an account admin or an admin on that project.

Step 1: Open the project

1. In the left menu, under Field Operations, click All Projects.
2. Find the project. You can type in the Search... box, choose a Status, or pick a date range with Select Date Range to narrow the list.
3. Click the project's name.

You can also click the ⋯ button at the end of the project's row and choose More.

tip

The list shows only Active projects at first. If you can't find your project, change the Status filter, or clear the filters to see every project.

The Project Info page opens. At the top you'll see the project picture, name and status. Below that are five tabs:

Tab	What it shows
Details	The project's main information and its site locations.
Companies	The companies working on the project, and their workers.
Members	The Project Team — the people who can manage the project, and their roles.
Documents	Files saved against the project, such as plans or permits.
Discussion	A message thread for the project. It's marked Beta, which means it's a new feature that's still being improved.

Step 2: Check the project details

On the Details tab, the Project Details box on the left shows:

• Project Name and Project Number
• Start Date and End Date
• Project Value and Currency
• Time Zone
• Status
• Added On — the date the project was created

You can't type in this box. To change anything, use the Edit button (see the next step).

Step 3: Change the project details

1. In the Project Details box, click Edit.
2. The Update Project panel opens on the right.
3. Change any of these fields. Fields marked with * are required.

Field	What it means
Upload Project Image	The project's picture. Click the image box to choose a new one. Use a JPEG, JPG or PNG file under 2 MB.
Project Name*	The name of the project.
Project Number*	Your reference number or job code.
Project Start Date*	The day the project starts.
Project End Date*	The day the project is expected to finish.
Currency*	The currency for the project's money values. Type in Search currency... to find one.
Project Value*	The total value of the project.
Time Zone*	The local time zone of the site. Type in Search time zone... to find one.
Status	Where the project is up to. See the table below.

Status	What it means
Active	Work is under way.
Pending	The project hasn't started yet.
Completed	The work is finished.
Delayed	The project is running behind.

4. Click Update. You'll see the message Project updated successfully.

To close the panel without saving, click Cancel.

A quicker way to change the picture

On the Project Info page, point at the project picture (or the project's initials) at the top. A pencil appears. Click it and choose a new picture from your computer.

The picture is saved straight away. You'll see the message Project image updated successfully.

Step 4: Check the project's site locations

On the right of the Details tab is the Site Locations box. It shows:

• a map with the site location marked, and a red circle showing the check-in zone
• the site location's name
• the address
• the time zone
• the radius, for example 300 meter radius

If the project has more than one site location, a drop-down list appears at the top of the box. Click it, and choose the one you want to see. You can type in Search gates... to find one quickly.

Step 5: Edit a site location

1. In the Site Locations box, choose the site location you want to change (if there's more than one).
2. Click Edit.
3. The Update Site Location page opens. The Project box shows which project the site location belongs to. You can't change it here.
4. Change any of these:

Field	What to enter
Site Location*	The site location's name, for example Main Gate or Loading Dock. Use 2 to 50 characters.
Location*	A short name for the place. It's filled in automatically when you move the pin, but you can type over it.
Time Zone*	The site's time zone. This updates automatically when you move the pin.
Radius	The size of the check-in zone around the pin, from 300 to 1000 metres. Drag the slider or type a number.

5. To move the site location, use the map on the right:
   • type an address in the search box at the top-left of the map and pick a suggestion, or
   • drag the pin, or
   • click anywhere on the map to move the pin there.
6. Click Update. You'll see the message Site location updated successfully. You then go back to the page you came from.

To leave without saving, click Cancel.

tip

Use the round buttons at the bottom-left of the map to switch between Road Map, Satellite and Terrain views. Satellite view makes it easier to see the exact entrance.

You can also reach a site location's edit page from the Update Project panel. Scroll down to Gate Update, choose a site location from the list, then click Edit.

Step 6: Add project documents (optional)

Use the Documents tab to keep files that belong to the project in one place.

1. Click the Documents tab. The Project Documents box shows how many documents are saved.
2. Click Upload Document. The Upload Document panel opens.
3. Fill in the fields:

Field	What to enter
Document Type	Optional. The kind of document, for example a permit or a plan. Choose from Select document type. If the type you need isn't there, click Add new type to create it.
Expiry Date	Optional. Click Pick a date and choose the day the document stops being valid.
File*	The file to upload. You can use JPEG, JPG, PNG or PDF files up to 12 MB.

4. Click Upload. You'll see the message Document uploaded successfully.

Documents are grouped by their document type. Documents without a type are listed under Uncategorised, at the end. Each document shows:

• the file name
• the date it was uploaded and, if set, the date it expires
• an Active or Expired label
• a download button, to save a copy to your computer

If there are more than 10 documents, use the arrow buttons at the bottom to move between pages.

Step 7: Use the project discussion (optional)

The Discussion tab is a shared message thread for the project. Use it to leave updates or questions for others working on the project.

1. Click the Discussion tab.
2. Type your message in the box at the bottom. It says Message followed by the project name.
3. To add pictures, click the paperclip button and choose one or more images.
4. To add an emoji, click the smiley face button.
5. Press Enter, or click the send button, to post your message.

To start a new line without sending, press Shift + Enter.

Good to know:

Topic	Details
Sending	The send button stays greyed out until you type a message. You can't send pictures on their own.
Pictures	Only JPEG, JPG and PNG images can be attached. Each must be 12 MB or smaller. To remove a picture before you send, click the x on it.
Viewing pictures	Click a picture in the thread to see it larger. You can also download it.
Older messages	Click Load older comments at the top of the thread.
Empty thread	If nobody has posted yet, you'll see No comments yet. Start the discussion.

Other ways to manage site locations

You can also see and edit all site locations in one list:

1. In the left menu, under Field Operations, click Locations, then Site Locations. (In some accounts, Site Locations appears directly under Field Operations.)
2. To edit a site location, click its row, or click ⋯ and choose Edit.
3. To delete a site location, click ⋯, choose Delete, then confirm in the Confirm Deletion window. You'll see Site location deleted successfully.

note

A project's default site location can't be deleted. Its Delete option is greyed out.

Tip: On the All Projects list, the Site Location(s) column shows each project's site location. Click it to jump straight to that project's site locations.

Troubleshooting

Message or problem	What to do
No details found for this location	The address couldn't be found. Try another address, or click the spot on the map instead.
The Update button on the site location page is greyed out	Make sure a location is set on the map.
Delete is greyed out for a site location	This is the project's default site location, which can't be deleted.
Only JPEG, JPG, and PNG images are allowed.	Use a JPEG, JPG or PNG picture for the project image.
File size must be under 2MB.	Use a smaller project picture.
Please choose a file to upload	In the Upload Document panel, choose a file before you click Upload.
Allowed file types: .jpeg, .jpg, .png, .pdf	Upload a JPEG, JPG, PNG or PDF document.
File must be 12 MB or smaller	Use a smaller document file.
A discussion message says a picture can only be JPEG, JPG or PNG, or must be 12 MB or smaller	Choose a different picture.
You can't find your project in the list	The list shows Active projects at first. Change or clear the Status filter.

Related articles

• How to Create a Project with Site Locations
• How to Create a Site Location
• What Are Document Types and How to Create Them
• How to View and Filter Site Attendance