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Project Details
Where you enter or edit all the details of the project once you have completed the Basics and clicked on Save & Continue. It is divided into categories.
Property
Where to enter relevant information about the project property
Operations
Project leads: List the members from your team that will guide the project
Team: Your team members assigned to the project
Vendors: Accounts or contacts that will be providing service to the project. Example: Painting company
Design Style: The determined design style. Example: Coastal
Files/ Folder : Link to relevant files fro the project
Access Code: Enter you property access code or access information
Additional Dates
Milestone dates for the project
Billing – This category will not be visible to all users.
Where to enter contract and financial information
Additional Info
Special information you need with the property but do not want in Notes
To Edit the basic information
Click on the pencil icon next to the property name. Edit the information in the pop-up window then Save.
To edit category information
Click on the Pencil icon in the upper right corner of the category. Edit the information in the pop-up window then Save.