Editing a Project - 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

You can modify the following project details in the Unity Client:

  • The external submitter account attached to an existing project

  • The project group assigned to the project

  • Viewing project documents using the OnBase viewer or an external viewer

To edit a project:

  1. In the Plan Review layout, select the project to edit from the Available Projects pane.
  2. From the Plan Review ribbon, click the Edit button.

    The Edit Project dialog box is displayed.

  3. Select a submitter user from the External Account drop-down list to be assigned to the project.
  4. Select a project group to be assigned to the project from the Project Group drop-down list.
  5. Select the Use Internal Viewer option to view project documents using the OnBase viewer. Not selecting this option displays project documents using an external viewer. See Using an External Viewer for more information on how to use an external viewer.
  6. Click OK to apply your edits.