Editing Projects

Managing projects requires View-Edit permissions.

You can edit your project name, color, client, code, and notes right from your schedule! To do this:

  1. Head to the Schedule. You’ll be dropped right into the Projects View.

  2. Expand the project by clicking the expand arrow to the right of a project name. If the arrow points up, it’s already expanded. 

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  3. Click the Actions Menu and choose Edit (you can also use the Actions Menu to archive or delete your project).

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  4. Make the edits you need, then click Update Project.

Note: You can also edit projects from your Projects Page. Just head to Manage > Projects, then click a project to open it’s editing options.

Still have questions? We’re happy to help!

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