View and edit a project

This is a guide for case managers and administrators in APEX.

Navigate to your project:

Click the menu icon at the top left.
Click "Projects" in the menu
You will now se a list of all the projects you have access to.
Click the correct project, and you will see the project dashboard.
Click on the pencil icon at the top right.

Once the pencil is clicked, you can see all the information that already is filles out.

Edit project

The information regarding your project is divided into different boxes. Click on the bok to expand it and fill inn missing information, or edit information that is already filled out.

After editing og adding information - remember to hit the save button at det bottom right!

TIP!

When you are editing your projects, you can also set settings for the following:

Include/not include the project in the APEX sales reporting
Allow unwanted incident reports to be created
Set default case manager, contractor and realtor for the project.

View and edit a project

This article will explain how you can both view, update and edit your project

Navigate to your project:

Edit project