How can I edit the budget for a project?
To make changes to a project's budget, you can edit the total amount of the project on the Project page, learn more here.
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How do I change a project's stage?
If you want to change the stage a project is in, follow the steps below. Step 1: If you want to delete a project, hover your mouse over the name or anywhere on the project line to see three dots appear. Step 2: You will then have the option to either ...
Project stages
Projects are categorised by stage, which indicates the progress made. The stage will be updated automatically according to the phase your project is in. You can also adjust the stage manually following the steps below: Step 1: Hover over the project ...
Project overview and key features
Within the project, you can see an overview of the following: Bid and Contract Rooms: Find all your tenders and contracts. One bid room equals one tender, and one contract room equals one contract. Cost Summary: See the overall project budget, the ...
Create and edit roles
When managing the roles your team members are assigned to in Proprli, you have two options. Keep reading to learn more about them. Option 1: Create a new role Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and ...
Edit company details
In order to edit your company information within Proprli, follow the steps below. Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access management. Step 2: Within the “Company” tab, you will see the ...