Edit or deactivate project guide

Audience:

settings

•

Version: 10

Some tooltip text!

• 2 minutes to read

 • 2 minutes to read

This task is done in Settings and maintenance and you must be an administrator.

Edit a project guide

1. Select Workflow in the Navigator.

2. Select the Project guide tab.

3. Select the required project type from the list at the top.

4. Edit information on the project type and its statuses.

5. Edit the individual statuses.

6. Edit follow-ups and documents by double-clicking them in the lists at the bottom.

   • Add a follow-up for a status
   • Add a document for a status

   The changes are saved automatically.

Deactivate a project guide

To remove a project guide from a project type, follow these steps:

1. Select Lists in the Navigator.

2. Select Project - Type, Status from the dropdown menu. The Items tab displays all existing project types.

3. Double-click the project type linked to the guide you want to deactivate. The Edit list item dialog opens.

4. Uncheck This project type is linked to a guide.

5. (Optional) Update other fields as needed.

6. Click Save to apply your changes or Cancel to discard them.

Note

If you later want to reuse the project guide, recheck the option. Any follow-ups and documents previously added to the project guide's statuses will be automatically retrieved when reactivated. You can also add new follow-ups or documents, or remove any that are no longer relevant.