Assigning Files to a Project (Edit a Project)

Files need to be assigned to a project before cost estimates and resource assignments can be imported. Also, a project needs to be created to assign files to it, see Creating a Project.

*Note: Files can be assigned during project creation if they have already been imported

  1. Navigate to Admin - Projects
  2. Select the pencil icon of your desired project
  3. This will bring up the Edit a Project Popup
  4. If code files have been imported, the dropdowns will be populated with ALL code files.
    1. Select the corresponding code files based on Project and type of code file
  5. Select the Notebook Fields that you would like to populate the Cost Estimating Form's Details Section, WBS Dictionary, and Risk Register.
    1. This is optional when first creating a project, but this is where the union of which Notebook Fields show on what project occurs.

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