Change the Project Stage from the Project Overview

The Project Overview gives users access to important project information in one place.

You can change the project's stage from the Project Overview.

• Required User Permissions

• Custom stages are configured in the Company level Admin tool.

1. Navigate to the Project Overview.

   • Navigate to the project's Home to be redirected to the Project Overview.

   • Click Menu and select Project Overview.

2. In the 'Project Information' section, click the vertical ellipsis and select Edit Project.

3. Update project details.

   Show/Hide Fields

   • Project Name. The project's name.

   • Project Number. The project's number.

   • Project Stage. The project's stage of construction.

   • Project Type. The kind of construction project such as commercial, residential, or infrastructure.

   • Region. The project's region

   • Square Feet. The square footage of the project.

4. Click Update.

5. Optional: To make changes to additional project information, click the vertical ellipsis and select click Go To Project Admin.