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


Edit Project

This function allows you to edit Project-specific information such as the Title and Administrator.

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

  2. Edit fields as required.

  3. Click Save.


Close / Reopen Project

A Project can be closed if all its Parts have been completed (orders received and invoiced), or if the Customer no longer wants to continue with the order(s). A closed Project can be re-opened at any time and will return to the status it had before it was closed.

To close a Project:

  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.


Copy Project


Project Summary










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