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Technical Support If you have any questions about Vertabase, please call 888-505-0566 or
email tony@standpipe.com
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Edit Project: Vertabase 4
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Help: Edit a Project
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To edit a project:
- Enter the new information in any or all of the following fields: Project Name, Project Number (if available), Manager, Priority, Status, Client, Portfolio, Department, Description, Percent Complete Type, Start Date and Delivery Date.
Project numbers can be edited even if they have been automatically generated.
To modify the Project Members list:
- To designate an owner, check the box next to that project member's name. (To remove this designation, uncheck the box.)
- To add or delete members, click the select project members link. This will launch a popup browser window, where it is possible to search for, locate and choose the members of the team.
- Search for users by Name, Employee Number (if available), Office, Department, Job Function, Skills, Teams, and/or Projects by entering search criteria (or selecting from menus, where available) and clicking Search.
- Or click on a letter to generate a list of users whose last names start with that letter.
- Or click ALL for the entire list of users.
- It is possible to search based on availability by inputting a start and end date into the Show Availability Between fields.
- Once a list of users is generated by the search on the left-hand side, click on the checkboxes to select them.
- To add the selected users to the team, click on the Add Selected button.
- To add everyone from the search results to the list, click the Add All button.
- To remove someone, select the checkbox next to that name on the left-hand side, and click the Remove Selected button.
- To remove everyone from the team (which is the list of users on the right-hand side), click the Remove All button.
- When finished adding users to the project click the Accept List button. This will close the popup window and add the people selected to the Create a Project screen.
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