Edit Project Details

We know mistakes can happen when you're creating Projects. That's why you're able to edit those details, like name and address easily.

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Written by Alex Pickens
Updated over a week ago

In this article

Before you start

  • To edit Project Details, you need to have the Admin, Manager, or Standard role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.

On the web

  1. Log into CompanyCam.

  2. Find the Project you need to edit and click to open it.

  3. Click on the Three Dots Icon toward the top right of the Project and select Edit Project from the menu.

  4. Edit the necessary details then click Save Project.

  5. To add a Project Contact (your client/customer information) click Contact Info, on the right-side panel. Add their name, phone number, and email address then click Add Contact.

In the app

  1. Open the CompanyCam app.

  2. Find the Project you need to edit and tap into it.

  3. Tap the Three Dots Icon in the top right of the Project and select Edit Project Details from the menu.

  4. Edit the necessary details then tap Save Changes toward the bottom or Save in the top right corner.

  5. To add a Project Contact (your client/customer information) click Contact below the Project name. Add their name, phone number, and email address then tap Add Contact.

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