Edit project info

You can edit project information directly from the tabs in the Project screen.

Steps

1. Open the Project screen for the project you want to update. See Use the Find screen.

2. Click in the upper-right corner of the Project card.

3. Make the necessary changes. You can switch between tabs while remaining in edit mode.

   ⚠️ Caution

   Switching project types linked to a project guide will remove the guide. Activities and documents remain in the Activities tab and will relink if you revert to the original type.

4. Click Save to save your changes and exit edit mode, or click Cancel to discard them. Both actions will exit edit mode.

   🛈 Note

   If the Save button appears dimmed, ensure all mandatory fields are filled in. Required fields must be completed before saving.

Related content

• Add link to document, follow-up, sale, or website
• Add project image