Edit or deactivate project guide

This task is done in Settings and maintenance and you must be an administrator.

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Edit a project guide

1. Select Workflow in the Navigator.
2. Select the Project guide tab.
3. Select the required project type from the list at the top.
4. Edit information on the project type and its statuses.
5. Edit the individual statuses.
6. Edit follow-ups and documents by double-clicking them in the lists at the bottom.
   • Add a follow-up for a status
   • Add a document for a status
   The changes are saved automatically.

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Deactivate a project guide

To remove a project guide from a project type, follow these steps:

1. Select Lists in the Navigator.
2. Select Project - Type, Status from the dropdown menu. The Items tab displays all existing project types.
3. Double-click the project type linked to the guide you want to deactivate. The Edit list item dialog opens.
4. Uncheck This project type is linked to a guide.
5. (Optional) Update other fields as needed.
6. Click Save to apply your changes or Cancel to discard them.