Sometimes you need to edit your project, whether you need to change details like the name or description or add more tasks & phases.
Editing project details:
1. Go to Main Navigation > Projects
2. Click the Project List tab
3. Find the project and click the Edit icon next to it
4. Change the relevant details like Project Manager, Name, Description & Estimated Start Date
5. Click Update Project to submit your changes to Clarity365
Adding a new phase:
1. To add a new phase to an existing project, go to the Project List tab
2. Find the project you want to add the phase to and click the Plus icon next to it
3. Enter the name & description of the phase
4. Click Create Phase to submit the phase to the project
Adding a new task:
1. To add a new task to an existing project, go to the Project List tab
2. Find the project you want to add the task to and click the Expand icon to view existing phases
3. Choose the Phase you would like to add the task to and click the Plus icon next to it
4. Enter the task name
5. Choose Time, Purchase or General Expense as the task type
6. Enter a short description
7. Enter the expected cost
8. Choose whether or not this is the last task in the phase
9. Click Create Task to submit the task to the phase