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titleEdit

Follow these steps to edit the existing project.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to edit and then click Edit.
  3. On the Edit Project screen, update the project details.

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  4. Click Save.
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titleDelete

You may want to delete a project from Adeptia Connect after you have achieved your objective. You can only delete a project if:

  • You are an Administrator or IT user.
  • You are owner of the Project to be deleted.
  • Project has no activities. Delete the activities of a project before deleting it.
  • You must ensure that activities have no dependencies on other projects; else you need to move those activities to the relevant project. If you have not moved the activities with dependencies to another project, you will be automatically directed to the Move Activity page where you are required to select another project. 

Steps to Delete a Project

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to delete.
  3. Click Delete. A dialog box appears prompting you to confirm the deletion. 



  4. Click Yes, delete it to delete the project.
  5.  If the project you want to delete has activities with dependencies on other projects, you will see Move Project page. 



  6. Click Move & Delete after selecting the Target Project and User and confirmation message is displayed.


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titleGrant Access

You can grant access to partners of a projects using this option.

Follow these steps to grant access to partners.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  icon  under the Action column to view the action menu of the project.
  3. Click Grant Access and you will see the Grant Access page with list of Partners.



  4. Click Grant Access to provide access to a particular Partner.

  5. Select Yes, grant it to grant the access.



    Info
    You can select number of Partners by clicking Grant Access.
  6. A confirmation message is displayed.




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titleSynchronize With Head

You can sync all the activities of a project to latest version by using Synchronize With Head option. With this option, you can check-out the project.

Follow these steps to check-out the project.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  icon Image Added under the Action column to view the action menu of the project.
  3. Click Synchronize With Head and a dialog box appears prompting you to confirm synchronize project with Head.

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  4. Click Yes to check-out the project and confirmation message is displayed.

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