How to modify a project?
Why modify a project?
During a project, it is common to make adjustments—whether to add new tasks, update deadlines, adjust the budget, or include additional details. The ability to modify an ongoing project is essential to ensure its success.
How to proceed?
- Go to your project list and click on the project you want to modify.
- You will see a complete overview of your project, including key details such as name, client, start date, end date, status, etc.
- Several tabs allow you to modify different aspects of your project:
- Tasks: Add, delete, or edit tasks. Set start and end dates, assign them to team members, and track progress.
- Timesheets: Log hours spent on each task for accurate workload and billing tracking.
- Stages: Define project phases to better visualize overall progress.
- Files: Attach all related documents (contracts, quotes, reports, etc.) for better organization.
- Discussions: Communicate with your team and clients directly within the project for better collaboration.
- Activities: View the history of changes made to the project.
- Sales: Manage commercial aspects such as quotes and invoices.
- Purchases: Track purchase-related documents (invoices, quotes, and delivery notes).
- Breakage Report: Record lost or damaged equipment and materials during the project.
Save your changes: Once modifications are made, don’t forget to save them to ensure they are applied.