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Entering project details

The project details page allows you to view and edit your project's current information. You can navigate to this page three different ways, depending on where you are in the Toolkit.

Editing from project tile view

  • Step 1: Click the "Projects" link in the header bar to navigate to the projects page.
    Project Header Link
  • Step 2: Hover over the cog icon on the tile of the project you want to edit and click the "Edit details" link.
    Edit Project Details From Tile View

Editing from project list view

If you have chosen to view your projects in list view rather than tile view you can navigate to the project details page by following the steps below.

  • Step 1: Click the "Projects" link in the header bar to navigate to the projects page. Project Header Link
  • Step 2: Hover over the project you want to edit, two icons will appear to the right. Click the edit icon.
    Edit Project Details From List View

Editing the project information

After creating a new project you will be placed inside it, from here you can navigate to the project details page by clicking on the "Edit" link next to the name of your project.

Edit project details from inside of your project

Once you are on the project details page you are able to enter/edit the following details about your project:

  • Reference - A unique identifier for your project consisting of numbers, letters and/or symbols. You will be asked to enter this when creating your project but it can be edited at any time.
  • Project title - You will be asked to enter this when creating your project but it can be edited at any time.
  • Address - The address of your project if known. This can be used to populate the map.
  • Location - The postcode of your project if known. Use the map to refine the location if required, including .
  • Image - Select an image for your project such as a 3D render or illustration. The image must be less than 2mb in size.
  • Function - The function of your project.
  • Type of work - Whether your project is a new build, refurbishment, etc.
  • Procurement - The procurement method used for your project.
  • Functional unit - The size of the functional unit on completion, either in m2 or km. This field accepts numerical units up to three decimal places.
  • Expected life cycle - The expected life cycle of the project in either days, weeks, months or years. This field accepts numerical units up to one decimal place.
  • Description of works - Additional information about your project. This can be up to 1000 characters long.
  • Area units - Basic unit of measure for area, used for the verification tool.
  • Linear units - Basic unit of measure for length, used for the verification tool.
  • Volume units - Basic unit of measure for volume, used for the verification tool.

Saving and returning to your previous workstage

Always remember to click one of the two "Save Changes" buttons after making any changes to your project details. You can then click "Back to workstages" to be taken back to the stage and tab you were previously viewing.

Back to workstage button
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