Edit / Archive Projects

We've furnished options for you to edit, delete, sort, archive and unarchive projects as per your needs. The portal owner, administrators and managers have the privileged to edit, delete and archive a project in a portal.

• Edit / Archive a Project
• Delete a Project
• Reorder Projects

Edit / Archive a Project

To edit a project :

1. In Home tab, under Active Projects
2. Mouseover a project name displays an action menu with options

1. Select Edit Project option
2. Edit Project form gets displayed with editable contents
3. Make changes to project name, overview or change the project owner
4. Click Update icon

This updates your project name, overview or the project owner.

To archive a project :

1. Mouseover a project name displays an action menu
2. Select Edit Project option
3. Change the Project Status from Active to Archive
4. Click Update icon

This archives your project and moves it under Archived Projects. You can archive or unarchive projects as per you needs.

Archived Projects View :

Delete a Project

To delete a project :

1. Mouseover a particular project name displays an action menu
2. Select Delete Project option from this action menu
3. A delete message Do you wish to delete the project and related data? is displayed with OK/Cancel buttons
4. Click OK button

This deletes your project forever along with the associated data. A project once deleted cannot be retrieved at all.

Reorder Projects

To reorder projects, mouseover the reorder icon present next to Active Projects title

This redirects to the Reorder Projects page. Now drag and drop to reorder projects and click Save Project Order to save your prefered order. If you wish to sort by alphabetical order, click Alphabetical Sort link which automatically sorts the project listings in alphabetical order.

Here's the screen capture of the alphabetically sorted list