Project Details

Add Design Information

  1. Navigate to “Projects”
  1. From the table shown, select the project you need to edit
  1. Navigate to “Design Information”
  1. Complete all required fields and any optional fields you have information for
  1. Click “Save Changes”
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You will need to complete this information before adding any codes, guidelines, or a risk assessment, as the available fields depend on it.
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Adding “Project Tags” to your project will allow for easier filtering. If you need a tag that is not currently available see
Tags
.

Add Codes & Guidelines

⚠️
You will not be able to complete this information without having completed “Design Information” above
  1. Navigate to “Projects”
  1. From the table shown, select the project you need to edit
  1. Navigate to “Codes & Guidelines”
  1. Check all applicable checkboxes
  1. Click “Save Changes”

Add Risk Assessment

⚠️
You will not be able to complete this information without having completed “Design Information” above
  1. Navigate to “Projects”
  1. From the table shown, select the project you need to edit
  1. Navigate to “Risk Assessment”
  1. Use the “Import template data…” field if a template exists. Otherwise, complete all applicable fields
  1. Click “Save Changes”

Add Custom Line Items to Project Timeline

  1. Navigate to “Projects”
  1. From the table shown, select the project you need to edit
  1. Navigate to “Timeline”
  1. Click on the first empty line within the table
  1. Enter all available information
  1. Hit the “enter” key
ℹ️
The date and author fields are not editable, and based on the date the information is entered, and from which account
🔐
Custom-added content is not editable once entered

Edit a Project’s Details

  1. Navigate to “Projects”
  1. From the table shown, select the project you need to edit
  1. Once the Project page has loaded, select “Edit”
  1. 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
  1. Click “Save Changes”