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Manage Project: Details, Components, and Program

Updated over 2 months ago

Video

Summary

  1. From the Details page, you can edit any of the details you already inputted or add any missing information. Set the status of the project to In Progress, Completed or Abandoned. You can also activate attributes to add more details to your project.

  2. From the Details page, you can also add members to your projects.

  3. Alternatively, navigate to the Manage members menu to access the same interface.

  4. You can impersonate other roles from the Role Impersonation menu.

  5. From the Components page, edit any of the components you already used. Be careful that any change to the component names here must be also made to any estimate file you upload to the platform.

  6. Here you can activate component attributes to add more details to your project.

  7. The Program page gives you the ability to easily modify the square footage and number of units per component for any milestone that has an estimate uploaded.

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