Projects

How to edit a project's details

Change the name, client, dates, status, scope, currency, contract value, areas and cover of an existing project, and see what changes along with them.

For managers7 steps
  1. Step 1: Open the edit screen

    Open the project, go to the Overview tab, tap the three-dot menu, then Edit Project. The same screen you used to create it opens, titled Edit Project, with the details filled in.

    App screen for step 1: Open the edit screen
  2. Step 2: Change what you need

    You can change the cover, Project Details, Contracted Scope, Project currency, Contract Value and areas.

    • Dates: use the Pick a Date icon; the date shows as day/month/year.
    App screen for step 2: Change what you need
  3. Step 3: Status

    The Status field shows the project's current status. Whatever you choose there replaces the status when you save: Project status: what each one means

    App screen for step 3: Status
  4. Step 4: Contract value and stages

    If you change the Contract Value and the project already has stages, the app spreads the new value across the stages, keeping each one's share. After that, the stages add up to the new value, there's no balance left and available no longer shows in the Contract value box on the Overview tab: Why I can't create a stage

    App screen for step 4: Contract value and stages
  5. Step 5: Currency

    If you change the Project currency, you'll see Change the project currency? when you save. Only the symbol changes; amounts aren't converted: How to choose the project currency

    App screen for step 5: Currency
  6. Step 6: Save

    Tap Save Changes. You'll see Project saved successfully! and go back to the project. If you see Error saving. Check your connection., check your internet and try again.

    App screen for step 6: Save
  7. Step 7: If you're not the owner

    Only the project owner can save changes. For an invited engineer, the three-dot menu shows View project details instead of Edit Project: the screen opens view-only, with the fields locked and Save Changes greyed out with a padlock. For Team members, Edit Project shows a padlock and doesn't open: Engineer, Team and Client: what each role sees

    App screen for step 7: If you're not the owner

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