Accurately defining the Inclusions/Exclusions for a project is crucial for setting clear expectations and explaining what is included or not included within your specific Project. Let's take a look at how we can edit the Inclusions/Exclusions for a Project.
First go to your Project Navigation Menu and select the Inclusions/Exclusions menu.
Now you will see the Inclusions/Exclusions assigned to this Project on the left-hand side and the pre-saved Inclusions/Exclusions for your Company on the right-hand side. To insert a pre-saved Inclusion/Exclusion simply click on the arrow next to the name of your pre-saved Inclusion/Exclusion.
Once you've selected or typed out the appropriate Inclusions/Exclusions for your Project, hit the SAVE PROJECT button in the bottom right-hand corner of the screen.
Pro Tip
You can select a pre-saved Inclusion/Exclusion and then make any adjustments required without affecting the pre-saved Inclusion/Exclusion.
You can also save what you have written by selecting the Save as Template button beneath the Inclusions/Exclusion field to create a brand new Inclusion/Exclusion.