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View/Edit Project

Navigate: Manage > Projects > View Edit Project


Once you have selected the project from the drop-down and clicked Submit, the project details will display.

Under the Submit button, you will see a link to Create a Shift. Clicking on the link will open the Add/Edit Shifts page where you can begin creating your shift.


View/Edit Project Page

  • Project Type: View Active, Inactive, or Both

  • Project Drop-down: On the View/Edit Project page, a Sort by Project Number checkbox has been added below the Project drop-down field. When checked, the Project field will display the Project Number (if entered) first followed by the Project Name.

    • The list will also be ordered numerically by Project Number rather than alphabetically by Project Name.

    • The Project drop-down has also been improved on the Add/Edit Shifts page. It has a fuzzy search so that users can search for a Project by its Name or its Number.

    • The Project will display the details entered when created.

  • Project Geo-zone: Drawn Geo-zones will appear on the right side of the screen.

    • Note: Not all projects will have a drawn geo-zone.


Manage Project Access List: To Grant/Revoke User(s) access to a Single Project:

  • Click Manage Project Access List for <Project Name> button.

    • A list of all Active Users is presented.

    • A Search utility is also provided to locate specific Users.

  • Simply check the Grant/Revoke checkbox for the listed User(s) to grant access or uncheck to revoke previously granted access.

    • Multiple Users may be granted or revoked access to a Project at once.

  • When done, click Update Access to retain the settings or Cancel to abandon the changes.

    • A confirmation pop-up is presented, simply click OK to proceed.

Note: This is NOT available from the Projects>>Create a New Project screen. New Projects must be created and saved before User access may be granted using the feature documented above.


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