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.

  • Sidebar Menu
  • Click a Project or a Booking Menu
  • Settings (Manage Page)
  • CSV
  • API

Editing a Project via the Sidebar Menu

Follow the steps below to edit an existing project from the Sidebar Menu.
Each project in the sidebar has a small arrow icon to the right of it.

  • Click the arrow button to the right of a selected project
  • Choose ‘Edit Project” from menu
  • The Project Modal (pop-up) appears where you can edit Project information
  • A Project Modal (pop-up) appears where you can add New Project information

editing-a-project-sidebar-menu

Click a Project or a Booking Menu

Follow the steps below to edit an existing project from the Right Click Bookings Menu.

  • Click the three dotted sign to the right of your selected project or
  • Right Click a Booking in any cell within an existing project
  • Choose ‘Edit Project” from Menu
  • The Project Modal (pop-up) appears where you can edit Project information

click-project-or-a-booking-menu

Settings

To edit a Project via Settings:

  • Go to your “Settings” in the top right header
  • In the left sidebar, click “Manage” and select “Manage Projects”
  • Then just select a project you wish to edit

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.