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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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Copy Project

This function allows you to create a new Project containing the same Parts as the copied Project. This can save a lot of time if, for example you want to create a similar Project for the same or a different Customer. You can copy the Project and amend it, rather than having to recreate everything from scratch.

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

    Info
    titleCopying Suppliers and Prices

    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.


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Project Summary


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Info

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