Edit the project details

1. Go to Projects and select the appropriate project from the list.

2. Select Edit.

3. On the Details tab, update the following information as needed:

   • Project Number, Title, Description, Customer, Customer Contact, or Currency.

   • Mark the project as Archived.

   • Project address, phone, and fax number.

4. Select the Contacts tab and update the Sales, Bid, or PM Contact.
5. Select the Key Dates, Alerts, Schedule Info tab and update the following information as needed:
   • Bid Date and Time, or Plan Room Info.

   • Estimated or actual project start and finish dates

6. Select Save.