Add New Projects And Update Project Information

In this topic, we'll show you how to add new projects and how to edit the Project Information.

From the Home Page

  1. Click on the More Options Icon next to the Projects on the Home page.



  2. Click on the Add New Project from the drop down list.


                                                                                                                                                   
  3. Enter the Project Number (Optional).



  4. Enter the Project Name.



  5. Select the Program from the Program drop down (Optional).



  6. Click on the Browse button and upload a project image from your computer.
    Note: Time Zone and Country/State/City will be prepopulated based on user’s current time zone and location. The user can change it later.



  7. Click on the Add Project button.



  8. A new project will be added and the user will be redirected to the project Dashboard page.
    Note: Once the project is added successfully, It will also be listed on the Home page.

From Settings >> Projects Page

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on the Add New Project button located in the top right corner.



  4. Enter the Project Number. (Optional)



  5. Enter the Project Name.



  6. Select the Program from the Program drop down (Optional).



  7. Click on the Browse button and upload a project image from your computer (Optional).



  8. Click on the Save button.
    Note: Time Zone and Country/State/City will be prepopulated based on user’s current time zone and location. User can change them later.



  9. A new project will be added and listed under Settings >> Active Projects page.
    Note: Once the project is added successfully, It will also be listed on the Home page.

From Settings >> Projects

Edit Project

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on the Actions menu drop down, located next to the active project ID.



  4. Click on the Edit from the drop-down list.



  5. You can edit the project information from here. Lets edit the Project ID, Project Name, Project Start and Finish dates.





  6. Click on the Update button.



  7. Click on the OK button.
    Note: The project information will be updated successfully.



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