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Editing Project Attributes

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Gary Christensen
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Overview

The My Projects List showcases all your projects in the project data grid that can be effortlessly edited, sorted and filtered.

Edit Project Attributes

Follow the steps below to edit project attributes.

  1. Click on the options menu (3 dots) located at the end of each row.

    options_menu_3_dots.png
  2. Select "Edit Record" to edit the Project Attributes.

    edit_record.png

  3. Click on the respective Project Attribute that you intend to edit and choose a predefined value from the dropdown list. For example: The "Project Type" column allows you to choose from a list of typologies. This list is being actively expanded and your feedback is welcome.

    project_type_min.png

    project_type_max.png

  4. The "Design Phase" column allows you to choose from a list of typologies defined by CSI. This list is being actively expanded and your feedback is welcome.

    design_phase_min.png

    design_phase_max.png

  5. The "Status" column allows you to choose from a list of typologies. This list is being actively expanded and your feedback is welcome.

    status_min.png

    status_max.png

  6. Once you are done editing the Project Attributes, click on the options menu (3 dots) located at the end of each row again.

  7. Select "Save" to save your changes or "Cancel" to abort the editing process.

    options_save.png

    A confirmation message will appear to verify that all changes made to the Project Attributes have been successfully saved.

    save_confirm.png

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