Edit a project for a client

Before you start

Make sure you're assigned to a permission group that has Projects enabled.

Edit and update one project

  1. In Onvio Centre select Projects.
  2. Go to Actions column on the project you want to edit and Select Edit.
  3. Make changes and select Save.
  4. Alternatively, you can edit Status and Assign to fields directly on the project list.

Edit and update multiple projects

You can change some general information for multiple projects at once.

If your firm has Onvio Firm Management Advanced license, you'll have access to tasks as well. Keep in mind that you cannot select projects and tasks at the same time for editing.

  1. In Onvio Centre select Projects.
  2. Mark the checkboxes to select multiple projects in the list.
  3. Select Edit.
  4. Select Next to change general information for projects.
  5. Make changes and select if you need to undo any changes. Select Next to review them.
  6. Select Show Details to see more information or to remove a selection from the list of items you're editing.
  7. Select Done to save your changes, or select Previous to go to back to the last step. Select Cancel to undo all changes and go back to the projects list page.

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