Modifying a Project

While working on the project, you may need to change some information about it or to register the completion date when it is completed.

Projects details can be accessed on the Project Profile tab of the Project Main page or in the Edit Project window displayed on Edit button click from the Projects page of the Client window.

To modify the Project from Project Profile tab:

1. Switch to the Main tab of the Project window.

2. Select the Project from the Project list.

3. Change the Project details on the Project Profile tab. More details...

To modify the Project from the Client window:

1. Select the Client from the Client list on the Main page of the Client window.

2. Switch to the Projects page of the Client window.

3. Select the necessary Project.

4. Click Edit button or double-click the selected Project and enter the changes in the Edit Project window displayed. More details...

Under the Custom tab you can enter any other information about the project in the previously created Custom Fields.

You can create Custom Fields for storing each type of information and group them on tabs at your will. Custom Fields and tabs are created on the Custom Fields page of the Advanced Settings window .

To delete the Project

To delete the Project select it from the list on the Main page of the Project window or on the Projects page of the Client window (see the screenshots above), click Delete and confirm the deletion in the confirmation dialog box.

Note: The Project cannot be deleted if it contains Client Jobs, i.e. you have to delete all Client Jobs of the Project first.

Note: When you delete a Project record with not the last Code number the previous Projects Codes do not change.