Once a project has been created, you can edit the project details displayed in the project header and re-order the project stages if needed. There are additional settings that allow you to control the visibility of project documents on associated tasks, and close the project once it is complete.
To open the Edit Project window and access the options described in this section:
Go to ServiceTrack > Projects.
Click Current Projects.
Click the project name.
Click Edit Project (top right).
Edit the fields as required.
When you've finished, click Project (top left) to return to the main Project work area.
The fields under Project Detail can be changed. Refer to Create a Project to learn about each field.
There are also some additional options when you edit a project:
Close the project
Closing a project locks down details and prevents any further tasks or invoices from being raised.
The project can only be closed when all linked tasks have been marked as 'Completed' and all project invoices have been processed and finalised.
To close the project, scroll down to Project Status and select Closed.
Restrict client access to reports
This setting allows you to control the level of cost information in reports for clients who have permission to access your AroFlo site.
No cost details (labour, materials, expenses) are shown.
Lab & Mat (Qty only)
Labour and materials show total quantities only.
Lab & Mat (Detailed Cost)
Labour and material items show cost pricing.
Lab & Mat (Detailed Sell)
Labour and material items show sell pricing.
Set project document visibility on tasks
The Task Project Documents Visibility setting allows you to control the types of documents displayed within the Project Documents tab on a linked task.
All Project & Tasks Documents
Displays all documents that have been uploaded to the project and/or any linked tasks.
Only Project Documents
Displays documents that have been uploaded to the project only.
Delete the project
If you want to delete a project, you will first need to delete all linked quotes, tasks, and invoices.
Once linked information is deleted, you can click Delete Project (top right of the edit screen) and OK.