Editing Projects

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You create or modify projects using the project editor. The usual way to open the editor is to click New Project or Edit in the View section of Coding Definitions | Work Orders | Projects.

The project editor window contains the following:

Details section: Shows basic information for the record.

Code: A brief code to identify this record. No two records may have the same code.

Description: A longer description of the project.

Comments: Any comments you want to associate with the project.

Work Orders section: Shows any work orders associated with the selected project. Before you can record any work orders in this list, you must Save the project record. For more on work orders, see Work Orders.

Tasks section: Shows any tasks associated with the selected project. Before you can record any tasks in this list, you must Save the project record. For more on tasks, see Tasks.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on projects, see Projects. For more on viewing projects, see Viewing Projects. For more on editors in general, see Using Editors.

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