How to Edit a Project
PRINTGenerally once you set up a Project you will not need to do anything else to it, as most things can be done from within the Project once it is set up (i.e., adding Assessments, Programs, Lists, Actions, etc.). However, occasionally you will need to edit the Project Definitions in order to allow new person records to show up in the Project. One example is pulling new employers into the project.
If you have the proper level of User Rights (at least Project Edit) you can edit the Project either from the Project dashboard
or from the main Toolbox console
Once you launch into Edit mode you’ll see the following screen
Click the Edit button and it will launch the following familiar-looking screen
From Project Edit you can also link several other items into individual Projects, such as Lists, Assessments, Actions, and Elections. To link one of these items to a Project, select the folder of an item you want to link (the example below links an Action) and click the “link” button at the bottom of the screen”
The new screen will open and you’ll see a screen similar to the image shown below:
Highlight the item you’d link to link into your Project and click done. Continue editing the Project to accommodate whatever changes you need to make and then click Done and close the Edit screen and launch back into the Project.