You can perform an action within a project. On the Project page, Select the project and click the icon under the Action column to view the menu. These are the following actions which you can perform within a project.
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Follow these steps to edit the existing project. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to edit.
- Click the icon under the Action column and click Edit.
- Edit the project and click Save.
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Follow these steps to view Web Forms applicable to the existing projects. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to view Web Forms.
- Click the icon under the Action column and click View Web Forms.
- It will redirect you to Web Form Manage Page (Configure > Web Forms) and display the Web Forms which are applicable to this project.
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You can view the activities applicable to the existing projects. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to view activities.
- Click the icon under the Action column and click View Activities.
- It will redirect you to Manage Object page.
User gets Project, Activity, and Search properties to view and manage the activities at Manage Object Page. User can filter the project and its activities by selecting the project from the drop-down list of Select Project box. |
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You can move an activity of a project to another project. You can move either all activities or the selected activities of a project. Follow these steps to Move an Activity to another Project. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to move the activities.
- Click the icon under the Action column and click Move All.
- Select the Target Project and Target User from the drop-down list of window and click Move.
- Your activities will be moved to respective Target Project and User.
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