Editing the Name of a Project Group - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

The name of a project group can be edited from the Unity Client, if needed. The new name is reflected on the Plan Review website.

To edit the name of a project group:

  1. From the Plan Review Administration tab, click Manage Project Groups.
  2. From the Portal Users pane, select the Active Users tab.
  3. Select a user from the list whose project group's name is to be edited. The list of project groups the selected user belongs to is displayed in the Project Groups pane.
  4. Select the project group to be edited from the Project Groups pane.
  5. Click Edit. The Edit Project Group dialog box is displayed.
  6. Edit the name of the project group in the field.
  7. Click OK. The new name of the project group is displayed in the Project Groups pane.