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How to Edit a Project

Who can edit a Project?

Only the following KaiNexus users may edit a Project:

  • Sponsors

  • Facilitators

  • Leaders

  • Anyone with the “Edit - Projects” permission as long as that Project in is one of their specified Network Locations.

 

How do I edit a Project?

Open the Project you wish to edit, then:

  • Click EllipsesButton.png in the top right corner of the Project’s page.

  • In the resulting drop-down menu, click Edit_Details.png.

EditProject1.jpg



In the resulting window, you can:

  • Edit any Fields or Attributes that are a part of this Template.

  • Add a Project or a Chart to the “Parent” field if you want to nest this Project beneath it.

  • Remove a Project or a Chart from the “Parent” field if you want to unnest this Project.

  • Check the box next to “Make Private” to make the Project private and restrict its visibility to only its Team Members and users with the “View Private - Projects” permission for Projects in this Network Location(s).

  • Leave this box unchecked to allow anyone with the correct “View - Projects” permission for Projects in this Network Location(s) to view this Project.

NOTE: If you do not see this option, you do not have permission to make the Project private.

 

  • Check the box next to “Allow Project Team to see any nested private Improvements in this Project.” to allow Team Members to view any private Improvements that are part of the Project, regardless of whether or not they have the “View Private - Improvements” permission for Improvements in this Network Location(s).

  • Check the box next to “Allow Project Team to see any nested private Projects in this Project.” to allow Team Members to view any private Projects that are part of the Project, regardless of whether or not they have the “View Private - Projects” permission for Projects in this Network Location(s).

  • When you are finished making your edits, click Save.png.

EditProject2.jpg

 

Other Ways to edit a Project

You can also edit your Project by clicking the Edit.png in the top right of the panel you are on. This will bring up a window where you can make edits to all of the fields contained within that panel on your Template. This is particularly useful if you are using Custom Layouts on your Templates.

EditProjectPanel.jpg

If you wish to easily make changes to a specific field, you can do so with single field editing. Simply hover over where you can input information for the field. Clicking on the gray box that appears will result in a window where you can make edits to that specific field. This can be especially helpful if you are trying to update a specific Field rather than scrolling through a list of available fields on the Template.

EditProjectSingleField.jpg

EditProjectSingleField2.jpg

 

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