You can edit the general details of the construction project, like the project type, your role in the project, site address, and contact details of the master project anytime from the master project interface.
To open the master project:
- Ensure that you are in the portfolio console.
- To return to the portfolio console from any other part of the platform:
- Click the App Launcher button
in the top-right corner and select "Portfolio" from the dropdown.
- Click the App Launcher button
- Click 'Master Project' on the top
- Hover the mouse over the project name, and click the 'edit' icon that appears
Tip:
- Use the 'Search' box at the top-left to find the master project you want to edit.
- Click the
icon to save a copy of the list in Excel format on your device for record-keeping and sharing.
The Edit Master Project screen opens:
- Edit the details as required:
The fields are similar to those required for creating a new project. See Create a master project for details.
- Click the 'Save' button at the top right for your changes to take effect.
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