Editing Projects In Your Scheduler
Similar to project creation, editing projects are handled directly in the Project Modals. Editing a Project can be done via the following methods.
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Scheduler Sidebar Menu
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Click a Project or a Booking Menu
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Settings (Manage Projects)
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CSV
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API
Editing a Project via the Sidebar Menu
Follow the steps below to edit an existing project from the Scheduler Sidebar.
Each project in the sidebar has a small arrow icon to the right of it.
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Scheduler Sidebar
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Scroll to Project you wish to Edit
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Click the three dots of the selected project
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Choose ‘Edit Project’ from menu
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The Project Modal (pop-up) appears where you can edit Project information
Click a Project or a Booking Menu
Follow the steps below to edit an existing project by clicking a Project or Booking within the Scheduler
- Within the Scheduler, click the three dots (or right click) of the Project or Booking to activate the Options Menu
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Choose ‘Edit Project” from Options Menu
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The Project Modal (pop-up) appears where you can edit Project information
Settings
To edit a Project via Settings:
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Navigate to ‘Settings’ in the top right header
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In the left sidebar, click ‘Manage’ and select ‘Manage Projects’
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Select a project you wish to edit
- Click the Arrow in the bottom right hand corner of the selected project
- Click ‘Edit Project’
CSV
Use the CSV file to update existing project information. Please refer to the CSV Guide.
API
Use the API to update existing project information. Please refer to the API Guide.
