Edit a Project
Last Updated: November 15, 2023
Editing a project occurs whenever there are changes to the project and to keep up with changing requirements. When you edit a project, you can change the project details, inclusions, members, and components which is important for keeping the project in sync with its changing requirements.
The project name is an exception to editing the project plan details.
To edit a project, the steps are as follows:
In the Project modules page, select which project module you need to edit then click on its Settings icon to configure the project.
A pop-up window will appear which is what you populated when initially creating a project. This window allows you to revise or modify the details you entered during the project creation process. Then, proceed to the next section.
The project name is an exception to editing the project plan details.
In the Inclusions section, toggle the switch on or off for each Steer module depending on your specific actions.
Site Materials
Design Management
Finance
Labor and Equipment
Quality and Safety
Work
Toggling off a selected module which were chosen from the project creation will simply hide that module.
In the Feature Settings, toggle the switch on or off for each feature depending on your specific actions. Then, click on Next to proceed to the next section.
Custom Dashboard
Drawing
Document Gallery
Photo Gallery
Under the Members section, click on the (+) button to add members and modify their dashboard access by clicking on the dropdown list.
All
Overview
Progress
Quality and Safety
Materials
Labor
Risk
Click on the check ✔ box to enable the added members to view the following;
Schedule
Drawing
Document Gallery
Photo Gallery
Uncheck, if not necessary.
Click on Save Members, once done. Then, proceed to the next section by clicking Next.
In the Component Settings, set up the user access for each component by clicking on the lock icon for each form and record. This will display a new window that directs you Access Settings to configure.
Previous Article: Assigning Members to a Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Editing a Project on Steer
Editing a project occurs whenever there are changes to the project and to keep up with changing requirements. When you edit a project, you can change the project details, inclusions, members, and components which is important for keeping the project in sync with its changing requirements.
The project name is an exception to editing the project plan details.
Instructions
To edit a project, the steps are as follows:
In the Project modules page, select which project module you need to edit then click on its Settings icon to configure the project.
A pop-up window will appear which is what you populated when initially creating a project. This window allows you to revise or modify the details you entered during the project creation process. Then, proceed to the next section.
The project name is an exception to editing the project plan details.
In the Inclusions section, toggle the switch on or off for each Steer module depending on your specific actions.
Site Materials
Design Management
Finance
Labor and Equipment
Quality and Safety
Work
Toggling off a selected module which were chosen from the project creation will simply hide that module.
In the Feature Settings, toggle the switch on or off for each feature depending on your specific actions. Then, click on Next to proceed to the next section.
Custom Dashboard
Drawing
Document Gallery
Photo Gallery
Under the Members section, click on the (+) button to add members and modify their dashboard access by clicking on the dropdown list.
All
Overview
Progress
Quality and Safety
Materials
Labor
Risk
Click on the check ✔ box to enable the added members to view the following;
Schedule
Drawing
Document Gallery
Photo Gallery
Uncheck, if not necessary.
Click on Save Members, once done. Then, proceed to the next section by clicking Next.
In the Component Settings, set up the user access for each component by clicking on the lock icon for each form and record. This will display a new window that directs you Access Settings to configure.
Previous Article: Assigning Members to a Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 24/04/2024
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