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
- In Onvio Center, selectProjects.
- Go to the Actions column on the project you want and selectEdit.
- Make changes and selectSave.
- 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.
- In Onvio Center, selectProjects.
- Mark the checkboxes to select multiple projects in the list.
- SelectEdit.
- SelectNextto change general information for projects.
- Make changes and select if you need to undo any changes. SelectNextto review them.
- SelectShow Detailsto see more information or to remove a selection from the list of items you're editing.
- SelectDoneto save your changes, or selectPreviousto go to back to the last step. SelectCancelto undo all changes and go back to the projects list page.