What Update changes
The Update Project dialog edits the four details you entered when the project was created: the name, client, type and description. It does not touch the drawings, marker groups, zones or scales inside the project.
Reach for it when:
- the project name has a typo, or the client has renamed the job;
- you left Client or Project Type blank at creation and want the Type filter on the Projects page to pick the project up;
- the description needs tidying before someone else looks at the project.
Where the control is
Update is not in the Actions column of the Projects table. Open the project first, then use the project view's own Actions menu at the top right, next to the breadcrumb.
Updating the details
- 1
On the Projects page, click the project's Name to open it.
- 2
Click Actions at the top right of the project view.
- 3
Choose Update . The Update Project dialog opens with the current values filled in.
- 4
Change any of Project Name, Client, Project Type or Description. Leave the others as they are.
- 5
Click Update, or press Enter. The button reads Updating... while it saves.
A toast confirms Project Updated with the message "the name" has been updated successfully. The new name shows in the breadcrumb straight away, and the Projects page columns follow when you return to it.
Project Type drives the Type filter on the Projects page. If you use it to group jobs by discipline, spell the value the same way every time (e.g. Fire Alarm, not fire alarm on one project and FA on another).
Validation
The rules are the same as when creating a project. Update stays blocked until every field passes.
| Field | Rule | Message shown |
|---|---|---|
| Project Name | Required, under 100 characters, not used by another project | Project name is required / Project name must be less than 100 characters / A project with this name already exists |
| Client | Under 100 characters | Client name must be less than 100 characters |
| Project Type | Under 100 characters | Project type must be less than 100 characters |
| Description | Under 500 characters | Description must be less than 500 characters |
The duplicate-name check ignores capitalisation. Renaming a project to its own current name is allowed.
Renaming a project does not rename anything inside it. Drawings, Categories and marker groups keep their names, and existing exports on disk keep the file names they were saved with.
What you cannot change here
- Status. New, Active and Complete are worked out from the drawings, and Archived is set with Archive in the Actions column. See Project statuses.
- Drawings and Categories. Use the project view itself. See The project view.
- Delete. Projects are archived, not deleted. See Archiving and recovering a project.
Common issues
Update is greyed out
A field has failed validation. Look for red text under the field. The usual cause is a name that matches another project.
An error toast appears
Error with "Failed to update project. Please try again." means the change did not go through, usually because the connection dropped. Check the connection ring on your avatar at the bottom of the sidebar, wait for it to turn solid green, and try again.
Last Updated shows a dash
The Last Updated column on the Projects page records the time of the last change to these details. Projects that have never been updated show a dash, and on some installations the column shows a dash for every project. The dash does not mean the update failed. Check the breadcrumb or the Name column for the new value instead.
Next steps
- Creating a project — the same fields at the point of creation.
- The Projects page — where the updated details appear and how to filter by them.
- Duplicating a project — make a copy under a new name rather than renaming the original.
- Archiving and recovering a project — put a finished project away.