How do I edit a Project?
To edit an existing Project, follow these steps:
- Open the Project you wish to edit.
- Click on the Edit icon, which looks like a pencil and is located in the lower-right corner of the screen.
- Make changes in the Project, and when finished, click the Save Project button.
Note that if the Client has already approved the Proposal, you won't be able to edit the Project. Use a Change Order instead to capture the details of the changes to the Project.