Edit the checklist name or prime contract reference

  1. Go to Leads or Projects.
  2. Select the lead or project in the Quick Select section.
  3. On the Lead or Project Home page, select Checklists in the QC and Safety section.

  4. Select the checklist.
  5. Select Edit.
  6. For projects, you can optionally update the Prime Contract.
  7. Update the Checklist Name, if needed.
  8. Select Save & Close.