Editing Project Information - 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

Once you have created a project, you can edit that project's information.

To edit the information of a project:

  1. Click the Projects tab. The Projects window is displayed.
  2. Click the Select button for the project you want to add a contact to.

    The Project Information window is displayed.

  3. Select the Edit hyperlink. The Edit Project Information window is displayed.
  4. Edit the following fields as desired.

    Option

    Description

    Name

    The name of your project.

    Alternate ID

    An alternate ID number for your project.

    Address

    The address where the project will be built.

    City

    The name of the city where the project will be built.

    State / Province / Region

    The name of the state or province where the project will be built.

    Postal Code

    The ZIP or Postal Code where the project will be built.

    Note:

    Depending on your system's configuration, additional fields may be displayed. Fill out all available fields with the required information before submitting your project.

  5. Click Save.