Modifying a Project allows for changes to be made. This can be done while a project is in its current Project Lifecycle. Modifying projects gives you the ability to maintains accurate information to ensure service provider work is done correctly while avoiding any mishaps. You can edit a project or delete a project.
Editing a Project
Any project can be edited. Editing a project means having to edit the original information when creating a project. There could be changes to a project that may not been foreseen and therefore edits are required. For example, when editing a project, you may decide that Project Manager and Project Type needs editing. Only Location ID on a project cannot be edited. Any edits will be seen in History as it is part of the project's history.
- In a project, click the Actions button to open the button options.
- Click the Edit link to edit the information on the project.
When edits are finalized, the click the Edit Project button for the changes to appear.
Cancel button returns you back to the project without any edits saved.
Deleting a Project
You can delete a project from the Projects Module. Deleting means there will be no record of the project. For instance, there are duplicate projects for a single location, you can delete the extra project. When a project with tasks is deleted during the scoping process, Service Providers are not impacted because those tasks were not issued out. Deleting a project in the In Progress status can be done. The project is deleted but any tasks associated with the project is not deleted and remains in Service Automation with the Project ID and Work Order Number. A project cannot be deleted in Completed status.
- In a project, click the Actions button to open the button options.
- Click the Delete link to delete a project.
Click the Yes button to confirm the project should be delete. The project will no longer appear in Projects Tab.
You can disassociate the budget by editing the project and making the project unbudgeted before deleting a project.