Update a project's details any time, or delete a project you no longer need. You need the add/edit permission to do either.
Edit a Project
On the Projects page, click the pencil icon next to the project.
Click the edit icon at the top right of the project.
Change what you need, like the responsible party, project name, property, or total amount.
Click Save.
You can also click + next to Tags to add tags, or use the status dropdown to change the project's status.
Example: The customer wants the work done at their second property. Edit the project and pick the new property.
Delete a Project
There are two ways:
From the list: Click the red trash can icon next to the project on the Projects page.
From the project: Open the project, click Actions at the bottom, then click Delete Project.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.