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
- Select Archives | Projects | Data.
- The program opens the dialog box Project Data.
- Edit the archives data of the active project.
- Save the archive data of the project by clicking OK.
Edit the archive data of the selected projects
- Select Archives | Projects | Maintenance > Edit Archive Data.
- The program opens the dialog box Search Data.
- 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.
- 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.
- Edit the project data.
- Save the edited data by clicking OK.