Overview
The project details include the project name, code, address, website and more, with options to Customise Project Details as required. These details can be managed via our web and mobile apps.
Access & Permissions
To manage project details, you need an in-house user with a role permission to edit project details OR the user permission 'Projects' (or 'Projects (only own projects)'. Read more in Permissions.
How to access Projects
- Click Projects
Fill in Project Details
To fill in details of a project:
- Click on the project that you want to edit the details of.
- You can delete or edit the project photo
- Edit the project details
- Optional: You can add custom fields as explained in Customise Project Details>Add Custom Details to a Specific Project.
- Click Save
- Tap on the project that you want to edit the details of.
- Tap Project Details
- Optional: Tap the project photo to change it
- Tap the project detail(s) you want to edit
- Optional: You can add custom details as explained in Customise Project Details>Add Custom Details to a Specific Project.
- Tap Save
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