General procedure for updating project information
In general, the Update Project feature works like this:
Step 1. Open a Project Template.
Step 2. Navigate to one of the modules listed above. Add or edit data.
Step 3. Click the Update Project button. Select which information within the module to update, and which of your active or on-hold projects to "push" the information to. New information will be added to the selected projects. Edited information will overwrite existing data.
You can also cancel a project update before it reaches the In Process status.
Detailed instructions for updating specific types of project information is found in the following sections.
Last Published Friday, February 2, 2024