Note: For this example, we will use a Capital Project (editing a Unit Renovation is the same experience)

 

Step 1: Navigate to an Capital Project

Screen Shot 2023-08-27 at 9.19.04 PM.png

 

Step 2: On the project details screen select the overflow menu represented by 3 vertical dots, and select the Edit Project from the drop-down options. 

screencapture-am-happyhq-co-asset-management-49878-properties-161-exterior-projects-109-2023-08-27-22_22_26.png

 

 

Step 3: A side drawer will open and allow you to edit details of the project. Once you have made any edits click Save to save any changes.




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