Edit Job

There are many parts of a job/project that you may want to modify. This article covers editing the basic details of the job.

TIP: if you want to update a job status, you should use the progression ribbon back on the View Job screen.

1. If you are already in front of the job, click Edit > Job from the grey task menu. 

2. Or, from a list of jobs, click the edit icon on the right-hand-side of the job listing.

Edit job screen

You’ll find that you are able to update the basic details of a job, such as the title, manager and status - though it is better to use the progressions on the job to change the status. Note that the job type cannot be changed. Also, once the job has a workflow, you can't change the budget/rate method.

Also on the edit job screen, there may be some additional fields (extension fields) available if your administrator has configured that job type.

Note: If you do see some fields you didn't see earlier when creating, this is because the business rules (progression actions) associated with the first job status did not require those fields to be shown to the user.

Click Save to finish updating the job details.

Hint: When viewing a job, from the bottom of the Detail tab, you can see who last modified it.