Project Settings

The Project settings allows you to update any of the information found on the project details homepage including your customer information, revenue amount, sales person, and project name.

Managing Project Settings

Edit Project Details

1. Open a project that needs their project number, salesperson or project revenue edited.
2. Click on Project Settings in the top right corner.
3. On the Project Details tab, update any relevant information
   1. Change the Project No.,
   2. Select a new salesperson from the dropdown menu,
   3. Change the date the project was created on,
   4. Update the project revenue, or
   5. Set a callback date reminder.
4. All changes are automatically saved.
5. To navigate back to the Project Details home page go to the top left corner and click on the Project: [Project No.] beside the small green arrow.

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Check out our video on the Dashboard for more information on project revenue.

Edit Customer Details

1. Open a project that needs their name, address, phone number or email changed.
2. Click on Project Settings in the top right corner.
3. On the Customer Details tab, update any relevant information.
4. All changes are automatically saved.
5. To navigate back to the Project Details home page go to the top left corner and click on the Project: [Project No.] beside the small green arrow.

Update Report Information

1. In the project that you just updated either your Customer Details or Project Details in, open a report for editing.
2. A black box will appear in the bottom left corner that says New project data available: Review, click on Review.
3. In the pop-up window, check the box of the information you want to update within your report, and then click Apply.
   1. You may have the option to update your Customer details or Measurements.
4. Once applied, carry on editing your report as usual.