Add Design Information
- Navigate to “Projects”
- From the table shown, select the project you need to edit
- Navigate to “Design Information”
- Complete all required fields and any optional fields you have information for
- Click “Save Changes”
You will need to complete this information before adding any codes, guidelines, or a risk assessment, as the available fields depend on it.
Add Codes & Guidelines
You will not be able to complete this information without having completed “Design Information” above
- Navigate to “Projects”
- From the table shown, select the project you need to edit
- Navigate to “Codes & Guidelines”
- Check all applicable checkboxes
- Click “Save Changes”
Add Risk Assessment
You will not be able to complete this information without having completed “Design Information” above
- Navigate to “Projects”
- From the table shown, select the project you need to edit
- Navigate to “Risk Assessment”
- Use the “Import template data…” field if a template exists. Otherwise, complete all applicable fields
- Click “Save Changes”
Add Custom Line Items to Project Timeline
- Navigate to “Projects”
- From the table shown, select the project you need to edit
- Navigate to “Timeline”
- Click on the first empty line within the table
- Enter all available information
- Hit the “enter” key
Custom-added content is not editable once entered
Edit a Project’s Details
- Navigate to “Projects”
- From the table shown, select the project you need to edit
- Once the Project page has loaded, select “Edit”
- A page will appear on the right side of the window where you can edit the project settings. This includes the main project contact, project location details, and project details
- Click “Save Changes”