Projects

Edit a project for a client

Before you begin

Make sure you're assigned to a permission group that has Projects enabled.

Edit and update 1 project

  1. In Onvio Centre, select
    Projects
    .
  2. Go to the Actions column on the project you want and select
    Edit
    .
  3. Make changes and select
    Save
    .
  4. Alternatively, you can edit Status and Assign to fields directly on the project list.

Edit and update multiple projects

You can change some general information for multiple projects at once.
If your firm has an Onvio Firm Management Advanced license, you'll have access to tasks as well. Keep in mind that you can't select projects and tasks at the same time for editing.
  1. In Onvio Centre, select
    Projects
    .
  2. Mark the checkboxes to select multiple projects in the list.
  3. Select
    Edit
    .
  4. Select
    Next
     to change general information for projects.
  5. Make changes and select if you need to undo any changes. Select
    Next
     to review them.
  6. Select
    Show Details
     to see more information or to remove a selection from the list of items you're editing.
  7. Select
    Done
     to save your changes, or select
    Previous
     to go to back to the last step. Select
    Cancel
     to undo all changes and go back to the projects list page.

This article applies to:

  • Product: Onvio
  • Audiences: Staff