Edit Project Details

You can modify the information about a project such as project description, mailing address, shipping address, phone number, and fax number.

After you create a project, you should edit the project settings to enter the address information for the project. Once a project is created, you cannot change the Project ID.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. From the upper right-hand corner of the page, click the settings icon , and then select Project Settings.
  3. From the General tab, edit the Project Identification details.
    Type
    (Optional) Select a project type to classify the project.
    Description
    Enter the name of the project. The project name should be unique and descriptive enough that others can easily identify it in a list of projects
    Tip: As a best practice, you should always give projects unique names across companies.
    Bulletin
    (Optional) Type and format a message that will be displayed on the project dashboard.
    Note: There is no save history for Bulletin notes.
  4. (Optional) If you wish to upload a project logo that will replace the default image for your enterprise, do one of the following:
    • Click in the image field under Project Logo. From your local drive, browse to the logo you wish to upload, and then click Open.
    • From your local drive, drag and drop the project logo you wish to upload to the image field under Project Logo.
    The new image will appear in the Project Logo section of the page.
    Note: Image files should not exceed 200 KB.
  5. Enter the Contact Information for the project.
    Mailing Address
    Enter the Address fields for the project mailing address.
    Shipping Address
    Enter the Address fields for the project if items should be shipped to a different address than the mailing address.
    Note: If the shipping address is the same as the mailing address, select the Same as Mailing Address check box.
    Phone Number
    Select a country and enter the main phone number for the project, and an extension in the Extension field (if applicable).
    Fax Number
    Select a country and enter the main phone number for the project, and an extension in the Extension field (if applicable).
  6. Select the Days Per Week Preference for the project.
    Setting your preference automatically adjusts due dates on RFI's, Submittals, and Issues.
    Calendar Days
    Select Calendar Days to set your work days to 7 days per week.
    Work Days
    Select Work Days to set a custom amount of of work days per week (for example, Monday, Tuesday and Friday).
  7. Enter details in the Additional Information section as needed.
    Time Zone
    Select the time zone for the project.
    Start/End Date
    Enter the start and end dates for the project.
    Note
    Enter any notes particular to the project.
  8. Click Save Changes.
The project details are updated.
After editing the project details, you may want to set submittal defaults for the project to save time when creating submittals.