Edit a Project's details :
- Click on Projects (1)
- Select the project you wish to edit (2)
- Choose Edit (3)
1 --> Edit the Customer (required)
2 --> Edit the Site (optional)
3 --> Edit the piece of Equipment (optional)
4 --> Edit the custom Project Number if needed (optional)
5 --> Edit the project's Description (optional)
6 --> Change the Project Type. (Project types can be managed under Settings --> Project Types)
7 --> Click on Save
Delete a Project :
To delete a project :
- Click on Projects (1)
- Select the project you wish to delete (2)
- Choose Delete (3)
N.B. Deleting a project will not delete the jobs associated with it.