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Editing Projects

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Project Explorer

 

In the Project Explorer interface, there are various functions for editing a SIX Project and the files associated with the SIX Project.

Project Information

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Editing_Projects/project_information_button.jpg

 

This will open the Project Information form and allow you edit much of the Project information.

 

project information form.jpg

 

In order to edit any of this information, the Project must be Checked Out to you.

 

In order to edit the Locations, Systems, Taxes, or Contract Percentages for a Project, this must be done from within the Project Editor via the Settings tab. The Scope of Work field must also be edited directly in the Project Editor.

Comments

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Editing_Projects/comments_button.jpg

 

The Comments button allows you to add/edit comments for the Project selected. Comments automatically log the date/time they were created, as well as what user made created the comment. Comments can only be deleted by the user who created them.

 

comments form.jpg

Rename Project File

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Editing_Projects/rename_project_file.jpg

 

In the event you want to rename a Project file, use this feature. It will open a dialog for you to edit the Project file's (.dtp) name:

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Editing_Projects/rename_file.jpg

 

You should never manually rename/move/touch files in your SIX Project folder. That would be bad. Use our built-in functions like this one to accomplish your goal.

Rename Additional Project Files

 

 

Additional files will be linked Visio and AutoCAD drawings created within SIX. Additional Files can also be any other files you wish to add to the Project Folder, like .pdf, .docx, .xlsx, etc. The Rename function will allow you to rename any of these additional files.

 

If you are using the RTF option for Scope of Work, or have added a custom image for the Cover Page/Proposal Reports for a Project, DO NOT rename those files (shown in the shot above). Renaming these files will make them useless.

 

You should never manually rename/move/touch files in your SIX Project folder. That would be bad. It will break the connection from that file to SIX and the files will not be checked in/out with the Project. Use our built-in functions like this one to accomplish your goal.

Project Editor/Visio/AutoCAD

 

 

To make changes to the content (Products, Labor, Packages) of a Project, you need to open the Project in either the Project Editor, Visio Interface, or AutoCAD Interface.

Site Map for Projects

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Last modified
11:42, 22 Sep 2014

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