Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

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

  2. Edit fields as required.

  3. Click Save.

...

  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.

...

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

    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.


...

Project Summary


...







Info

...