Use the Project Details section to modify project setup fields after creating a project in Pegasus.
Updated over 2 months ago Table of contentsOverview:
Use the Project Details section on the Dashboard page to modify changed or missing information to your project fields. Pegasus project information can be updated at any time during the lifecycle of a project.
The detail information is displayed at the top of project documents created in this project including:
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Field Reports
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Payments
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Change Orders
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Submittals
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RFIs
Field Reports
Payments
Change Orders
Submittals
RFIs
NOTE: Modified project information will retroactively update existing project records once saved. Any future exports/downloads will display the current project information.
Rules:
Only Manager permission set users can modify project setup information.
How to:
Navigate to your project's Dashboard page and locate the Project Details section at the top of the page.
Select the Edit button.
From the side blade locate the field(s) you would like to modify. Enter, edit, or remove the information from the desired field.
To modify the project photo (displays on the My Projects page) select the Change Image button.
To modify the project map location, use the Location field and select an option from the dropdown menu after entering the desired location into the field.
Select the Save button when finished.
Your project information is now updated, this will be reflected on all project documentation and files!
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