Template Management

Multi-Family Project Detail

The Multi-Family Project Detail page displays information regarding the Project. You may notice that some information cannot be changed. This is because certain dependencies are present.

The Project hierarchy is as follows:

 

Before any one of these may be changed, all the dependencies below it must be removed.

Some other business rules apply to Projects:

 

Task Category Groups are created at the company level. Be sure to select the correct Task Category Group when creating a Project. All Templates assigned to a Project will be changed to use the Task Category Group the Project uses.

 

If you add a Template to a Project that was pointing to a different Task Category Group you will have to re-map the Task Categories for that Template.

 

The Project Name or Project Start Date may be changed at any time.

To change the Status of the Project, select Active or Closed from the Status drop down and click the Update Project button.