How to edit a project

HomeTidyEnterpriseProjectsHow to edit a project

This module explains how to edit the details of a project.

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Step 1.

Go to Projects under Projects to view, edit, clone or delete a project. If you want to see a filtered view, click the Settings icon or Advanced icon and customise your filter.

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Step 2.

You can click the edit icon the Projects screen or click the edit icon within a project console screen.

This will navigate you to the Edit project screen, make any necessary changes and then Save.

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Related Guides

Want to learn more? Check out these related guides

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In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.

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In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.

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