To edit projects, go to projects:
Here you can manage all projects:
Click "View Project" to enter the project and edit it. Each project can be in a different step, so the information you can edit depends on the step you are:
On this project we created, we fast-track to the project management, so all early steps are unavailable:
So, in this example we can edit from the Project Management onward.
Related Articles
How to delete RFP Projects?
To delete projects, go to projects: Here you can manage all projects: To delete a project, click the trash bin: A confirmation pop up will be displayed. Click "Delete": The project is deleted: Projects without the trash bin cannot be deleted as they ...
How to edit a demand?
To view the demands, click on "Demand Management" Click "Demands" Here you can manage the demands: If the demand was not accepted yet, you can edit and change some details. To edit a demand, click the "Edit" icon on the demand's right side: You ...
How to edit a Guiding Principle?
To access the Guiding Principle, go to "Pipeline Management": Click "Guiding Principles" Here you can manage the Guiding Principles: Click "Edit" Click on the field you want to change: Change the information and when you are finished with the ...
How to view the projects from a specific provider?
To view all projects your company has with a provider, we have two options: 1) Go to the provider profile: Click "Panel Management": Click "Provider Panel" Find the provider you want on the list: Click on the provider's name to enter the company's ...
How does one edit the Approval Workflow Scenarios?
To access the Approval Workflows, go to "Demand Management" Click "Approval Workflows" Here you can manage the approval workflows scenarios: Click "Edit" Change the information you want. In this example I changed the demand's description: Go to the ...