Edit the Archive Data of a Project

General

  • The project archive data is divided into three tabs:
    • Base Data: Includes dates, names of persons responsible, project description, and more.
    • Customer: Contains customer data and link to the customer database. It is also possible to save an agreement in text form here.
    • Documents: This page can be used to list models, in text format, in Excel or in htm format.

Edit the archive data of the active project

  1. Select Archives | Projects | Data.
    • The program opens the dialog box Project Data.
  2. Edit the archives data of the active project.
  3. Save the archive data of the project by clicking OK.

Edit the archive data of the selected projects

  1. Select Archives | Projects | Maintenance > Edit Archive Data.
    • The program opens the dialog box Search Data.
  2. Enter the project search data.
    • When defining search terms, you can use an asterisk (*) to replace several characters or a question mark (?) to replace a single character.
    • The search is case-sensitive, if you select Match case.
  3. Click OK to accept the search criteria
    • The program opens the dialog box Project Data and displays the data of the first project that meets the search criteria.
    • Use the scroll bar on the right side of the dialog box to scroll through projects.
    • You can also search for the project you want to edit by selecting Browse database as a list, and then select a project from the list.
  4. Edit the project data.
  5. Save the edited data by clicking OK.