Edit a project guide

Audience:

settings

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• 1 minute to read

 • 1 minute to read

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

1. Click the Workflow button in the Navigator.

2. Select the Project guide tab.

3. Select the required project type in the list box 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.