Project information can be found in several places within a project:
The forms
Forms are used to update project data.
Each form contains attributes of different types (list, Boolean, rich field, multi-line...).
Each attribute is therefore data to be updated.
- In the project area, access the theme
Project forms.
- Click on the form to be updated; by default, the first in the list will be displayed.
- Depending on the field to be updated, enter the expected data format for each attribute requiring modification.
- Click on
Register to save changes
To change the order in which forms are displayed, go to :
Settings - Display, then change the order.
Attribute values appear in the form.
General information
- In the project area, access the theme
Setting.
- Go to tab
Settings - General.
- Enter new dataproject manager, dates, status...) :
- Click on the
contextual menu at the top of the screen.
- Click on Select a period.
- To validate your entry, click on
Register.
This tab is always displayed by default.
If the property is historical ( status, etc.), then the data is periodic and will apply only to the displayed period .
To edit data in a previous " period ":
If the property has no history ( description, logo, etc.), then the data is non-historical, and the new entry will “overwrite” the previous one.
As soon as new data is entered, the registration tick turns pink.
As soon as registration completed, data is updated in all project screens.