Edit Projects

To edit project information:

1. From the Projects dashboard, locate the project to be edited.
   
2. Click on the down arrow to the right of the project information.
   
3. Select Edit.
   

Edit Project Details

The following project details can be edited:

1. Project Name
   
2. Portfolio (To change which portfolio a project is assigned to)
   
3. Facilitator (Select from list of Carve facilitator users. Depending on the assigned restrictions, Facilitators can only view/edit projects to which they are assigned and create/edit assessments within projects where they are assigned as Facilitator).
   
4. Project Manager (Select from list of Carve Project Manager users or type in the appropriate name. Depending on the assigned restrictions, Project Managers can only view projects and create self-assessments within projects to which they are assigned).
   
5. Project ID
   
6. Client Name
   
7. Client ID
   
8. Project Type Location
   

Click Save once all edits have been made. 

Save Project Details

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