Editing Project Information in Bid Packages

This guide explains how to edit an existing project’s details—such as the job, project name, description, and tags—in the Bid Packages workspace.

Prerequisites

• Only users with Admin, Manager or Job Manager permissions can edit projects.

Edit Project Information (From Projects List)

1. Go to the Bid Packages workspace.
2. Click Projects in the left navigation.
   The Project Dashboard opens, showing all existing projects.
3. Select the project you want to update by checking the checkbox next to it.
4. In the top-right corner of the Project list Dashboard, click the Actions button and select Edit from the dropdown.
5. The Edit Project window opens. Update the Job, Project Name, and Project Description as needed.
6.  Click Save to apply them.

Edit Project Information (From Project Workspace)

1. Go to the Projects List page and open the project to which you want to edit information.
2. Click the Info icon on the right side of the project workspace.
   The Project Information panel opens.
3. Click Edit Info.
4. Make the required updates and click Save.

Edit Project Tags

1. Select one or more projects from the Projects Dashboard.
   You can manage tags for multiple projects at the same time.
2. From the Actions dropdown, choose Manage Tags.
3. In the tag list:
   • Select the checkboxes for the tags you want to add.
   • Deselect the checkboxes for the tags you want to remove.
   • Use the Search field to find tags by name or note.
4. (Optional) Click Create new tags? to add a new tag if needed.
5. Click Save to update the selected projects’ tags.

💡 Tips

• Use clear and consistent project names to make projects easier to find later.
• Tags help categorize and filter projects—apply them thoughtfully for better organization.
• Changes are saved only after clicking Save. Leaving the screen without saving will discard updates.

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