Skip to main content

Edit a Project

This article will explain how to edit the configuration, settings, notifications, and other information for an existing Project in Asite.

Required Privileges

Privilege

Description

Edit Workspace Details

Allows users to edit the configuration and settings of an existing Project.

How Do I Edit a Project?

  1. Select the required Project.

  2. Navigate to the Projects tab.

  3. Depending on the current view, access the Project settings using one of the following methods:

    TIP: To learn more about List View and Thumbnail View, including how to switch between the two views, see Project Navigation.

    • In List View:

      • Right-click the required Project.

      • Click Edit Project Information.

    • In Thumbnail View:

      • Click the Cog icon in the thumbnail.

      • In the Settings pop-up, click Project.

  4. The Edit Project pop-up will appear.

    • Switch between the available tabs and update the required information.

    TIP: For more information on each tab and the information it contains, see Available Tabs in the Edit Project Pop-Up.

  5. Click Save.

Available Tabs in the Edit Project Pop-Up

Tab

Description

Basic Information

Allows updating the Project's basic details.

NOTE: The following fields cannot be changed after the project is created:

  • Client

  • Geography

  • Viewer

For detailed information on each field, check Add a Project - Basic Information.

Inheritance Option

The Inheritance Option tab is only available for Projects created from a Project Template.

It allows users to remove inherited workspace objects from Projects created using a Project Template.

NOTE: If the same configuration is required across multiple Projects, update the Project Template instead of modifying each Project individually.

TIP: For detailed information, check Edit a Project - Inheritance Option.

Additional Information

Allows updating additional Project information such as:

  • Project Description

  • Start Date

  • Finish date

  • Address details

For detailed information on each field, check Add a Project - Additional Information.

Project Settings

Allows users to configure Project-specific settings.

NOTE: Once enabled, the following Project Settings cannot be disabled:

  • Enable Object Level Visibility of Private Information

  • Enable Comment Review

TIP: For detailed information on each field, check Add a Project- Project Settings.

Email Notifications

Allows users to update Project email notification settings.

TIP: For detailed information on each field, check Add a Project - Email Notifications.

Working Calendar

Allows users to configure working days and Project holidays.

TIP: For detailed information, check Add a Project - Working Calendar.

Check: FAQs

Related Articles: Add a Project, Edit a Project Template

Did this answer your question?