Edit Project Archives Data

General

  • Use this function to view or edit project information.
  • You can browse projects by cards or as a list.
  • You can also use this function to list the models and drawings in the desired project.

Browse and, if necessary, edit the data of the project archives.

  1. Select Archives | Projects | Maintenance > Edit Archive Data.
    • The program opens the dialog box Search Data.
  2. Enter the project search data, if necessary.
    • You can enter the name of the project, the names of the responsible persons, a description, the customer's name and label, the status of the project or the date of creation as search data.
    • When defining search terms, you can use an asterisk (*) to replace several characters or a question mark (?) to replace a single character.
  3. Click OK to accept the search criteria.
    • The program lists the projects that meet the search criteria.
    • If you did not enter any search criteria, all projects will be listed.
  4. If there are several projects in the search result, you can browse the data.
    • By default, the project data is displayed by cards. Scroll through the cards with the up arrow and down arrow keys or the scroll bar on the right side.
    • Select Browse database as list, or press the Shift and Down Arrow keys to view the data in list format.
    • From the list view, you can get back to the project card by double-clicking on a row in the list.
  5. If necessary, edit the project data on the tabs of the dialog box.
    • Basic Data.
    • Customer.
    • On the Documents tab, you can list the models or drawings in the project in text, Excel or htm format.
  6. Exit and save the changes you made by clicking the OK button.
Note: You can edit the archives data of the active project by selecting Archives | Projects | Data.