How to Edit Your Project Information

This guide provides step-by-step instructions on how to make changes to your project information after you have created your project.

Estimated Read Time: 4 Minutes ⏱

It is recommended to familiarise yourself with the Project Management section before proceeding with this guide.

🚀 Navigating to Your Project

To begin updating your project information, navigate to the relevant project. Follow these steps:

Access Your Project:

Go to your projects dashboard and select the project you want to update. For example, "Gate Apartments".
This will take you to the project overview.

✏️ Editing Project Information

Once on the project overview, follow these steps to edit the project information:

Edit Project:

Click "Plan My Project".
Select "Edit Project" to open the project settings and data form.

Review Previous Settings:

You will be presented with all the previous project settings and data, including the project name, reference, status, location, and description.

🌐 Updating Specific Project Details

Make the necessary changes to your project details:

Update Address:

If you need to tweak the address, simply edit the address line. For example, you might want to update it to "Clapham South".
Click the button to save the changes.

Change Insurance Requirements:

Update the insurance requirements as needed. For instance, change it to "5 and 5".
Hit "Save Changes" to confirm the updates.

Save and Confirm:

Once all changes are made, click "Save Changes".
Your project-wide data will be updated successfully.

Summary ✅

This guide has outlined the process for updating various project details. Following these steps ensures your project information remains current and accurate.

🎥 Full Walkthrough Video

For a comprehensive guide, watch the full walkthrough video below: