In this video, we will show how to edit project contact information and project details.
In all screens within TABS, your browser window will need to be fully maximized.
To edit a project, you will first need to select a project.
If you simply want to add contact information that was not available when the project was
entered, you can click on the Add Contact button here or you can click here and add
the information.
However, if you want to make changes to this project or to edit owner or other contact
information, you will need to upload the written request from the owner and submit the change
request for review by the department.
To edit contact information, first click on the arrow on the contact bar.
Next, select the contact to be edited by selecting the person icon.
Make the desired change.
Then click the upload document link.
Select the document that contains the request to update the information.
Then select the save button and the information will be updated pending review by the department.
To edit project details, click on the arrow for the project then select the plus sign.
Again, you will click the upload document link and select the document that contains
the request to edit, then type in the reasons for the project amendment, then select upload
written request to edit.
You will then be taken to the screen to enter the edited information. Then select update
project information.
Không có nhận xét nào:
Đăng nhận xét