Edit Project Information (Classic View)

Your scenario sheets will typically contain some project information. If this project information was configured to be editable, you can edit it. If you do so, these changes will NOT affect the project’s live data. Your edits are stored only in the Portfolio Manager and will not affect live project data until a scenario has been approved by your company management. When the scenario is approved, specified edited shell information will be updated with the approved scenario data, and you will be notified by email of the updates.

You cannot edit:

To edit project information

  1. Double-click the cell containing the information you want to change. The cell becomes editable.
  2. Enter the change.
  3. Press the Enter key on your keyboard, or press the Tab key to move to the next editable cell in the row.

    Unifier updates the information in this column, and flags the cell to indicate that there is a discrepancy between the data you entered and the project's data.

    Note: To leave a cell without saving your changes, press the ESC key on your keyboard. Unifier restores the original numbers to the cell.

  4. Click the Save All button.


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Last Published Monday, April 11, 2022