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.

    • Related Articles

    • How do I change the name of a project?

      There are a few different ways you can change a project's name. Learn more by following the instructions below. Option 1: "Projects" tab within the Building Profile Step 1: Hover your mouse over the project line, you will see three dots appear, as ...

    • 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 ...

    • How do I access a project?

      It is possible to access a project via the building profile or the projects' dashboard. Learn more below. Option 1: How to Access a Project via the Building Profile Step 1: Select the asset you want to manage on the asset list. Step 2: Go to the ...

    • How can I change the mandate after creating a work order?

      After the work order has already been created and sent to the supplier, you still have the option to change the mandate amount in some instances. Learn more about them in the article below. Step 1: Click on the pencil icon on the right-hand side of ...

    • I can't see a specific project

      If you can’t see a particular project, it might be due to insufficient permissions. Within Access Management, there are two options to manage permissions: Option 1: Change Role Step 1: In Access Management, under User Permissions, your manager can ...