How do I change a project's stage?

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 delete or edit your project. If you choose to delete, you will be asked to confirm that choice by clicking on "Delete."





Step 3: If you know the project will be completed eventually, you can change the stage to "On Hold."
 


Step 4: Alternatively, if you know it will take place in a different budget year, you can edit that within the "Budget Year" dropdown menu.



Step 5: Save your changes.


If you have any questions, please contact our Support team.

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