4. Add information

 

• How do I add information to a project?
• How do I add information to a deliverable?
• How do I pick a date years from now?
• Why can I not edit fields?

Based on your client's requirements, you may need to update information on a project or deliverable.

How do I add information to a project?

1. Click on Projects menu
2. Click on the project you want to update
3. Scroll down to the matter details
4. Click Select an option..., Enter text, Enter a number or Click to enter date next to the field you want to update or click on the existing information to update

How do I add information to a deliverable?

1. Click on Projects menu
2. Click on the project you want to update
3. Click on Deliverables in Project summary page
4. Click the deliverable you want to update
5. Scroll down to the deliverable details
6. Click Select an option..., Enter text, Enter a number or Click to enter date, if there is information already in the field click on that information to update it

How do I pick a date years from now?

To change the date display on the calendar:

1. Click < or > arrows to move forward or backward one month at a time
2. Click on the month heading to display the calendar in months view
3. Click on the heading again, now displaying a year, to display the calendar in years view
   
   
   
   
4. Click the < and > arrows to navigate previous or future years
5. Select a date

 Note: Click on Clear to clear the date field, click Today to enter today's date or Done to close the picker

Why can I not edit fields?

Fields can be configured by your client to be either view only or editable. Closed projects and deliverables will lock all fields, to make an edit, click on the green menu  button and select Reopen.

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