Editing a Project
Last Updated: September 2, 2024
Editing a project occurs whenever the project changes or to keep up with changing requirements. This article covers how to edit your projects from adjusting the project details, inclusions, adding team members and their permissions.
The project name is an exception to editing the project plan details.
To edit a project, the steps are as follows:
In the Projects module, select which project you need to edit then click on its Settings icon to configure the project.
You will be directed to the Project Details section, where you can modify the project details entered during the creation process.
Click on Next to proceed to the next section.
In the Inclusions section, check or uncheck the checkbox for each Steer module depending on your specific requirements.
In the Members section, select or deselect the checkbox next to a specific user in each module based on your requirements.
In the Permission section, modify the given permission to a specific user in each module.
Click on Update to confirm the changes made.
Defining project details
Selecting project inclusions
Managing members and permissions
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Managing and Editing Project Details
Editing a project occurs whenever the project changes or to keep up with changing requirements. This article covers how to edit your projects from adjusting the project details, inclusions, adding team members and their permissions.
The project name is an exception to editing the project plan details.
To edit a project, the steps are as follows:
In the Projects module, select which project you need to edit then click on its Settings icon to configure the project.
You will be directed to the Project Details section, where you can modify the project details entered during the creation process.
Click on Next to proceed to the next section.
In the Inclusions section, check or uncheck the checkbox for each Steer module depending on your specific requirements.
In the Members section, select or deselect the checkbox next to a specific user in each module based on your requirements.
In the Permission section, modify the given permission to a specific user in each module.
Click on Update to confirm the changes made.
RELATED ARTICLES:
Defining project details
Selecting project inclusions
Managing members and permissions
Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.
Updated on: 09/02/2024
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