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Various actions can be performed on any kind of Project at any point in the Project workflow.

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  1. Click the Edit Project button.
    The Edit Project: box form will display.

  2. Edit fields as required.

  3. Click Save.

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  1. Click the Close Project button.
    A confirmation box will display:

  2. Click Yes.


To re-open a Project:

  1. Click the Re-open Project button.
    A confirmation box will display:
    <<need to improve box wording - have raised ticket>>

  2. Click Yes.

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  1. Click the Copy Project button.
    The Copy Project box will appear.


    NOTE: Suppliers and prices are not automatically copied with the rest of the Project. If you want to copy them as well, check the checkbox

    Include Page
    Checkbox icon
    Checkbox icon
    .

  2. Click Copy.
    The new Project' reference number is the next number after the current highest Project number. For example, if the current highest Project number is ZZZ/37, the new Project reference will be ZZZ/338. The status of all Parts in the new Project is set to New.


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Project Summary


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Info

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