How to change the Project type of an existing Project

projects

Made a mistake in selecting a Project type, or want to apply a more appropriate one? You can now edit an existing Project and choose the correct one.

How to change the Project type of an existing Project

  • Select the ‘Projects’ panel in the left hand side bar
  • Click on the Project record whose type you wish to change
  • Now click Edit on the ‘Project details’ box
  • In the ‘Edit project’ form that opens scroll down to the Project Type drop down menu and select the Project type you wish to change the Project too
  • Once you have made your choice simply click Update and the Project type will be changed

Changing Project type in RealtimeCRM