Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

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

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.


    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

    .

  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











  • No labels