Edit a Tender Board Project

Objective

To edit general information for a Tender Board or Portfolio Planning project.

Things to Consider

• Required User Permissions for the Tender Board tool.
• Required User Permissions for the Estimating tool.
• Required User Permissions for the Portfolio Planning tool.
• When using the Estimating tool, documents are only available for projects that originated in the Tender Board tool. See Add a Tender Board Project to the Portfolio Tool.

Steps

1. Navigate to the Tender Board or Portfolio Planning tool and select the project.
   OR
2. Navigate to the project's Estimating tool.
3. Click the Overview tab.
4. Click into any field to edit information.
   Note: Changes are automatically saved.

See Also

• Add a Project to the Tender Board
• Add a Tender Board Project to the Portfolio Tool