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. 


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


  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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