Edit a project

If you need to change the details of an existing project, you can easily do so by going to the Projects screen.

• Accessing the project screen
• Editing project

To edit a project, follow these steps:

1. From the main menu, click Projects.📂

2. Click the expand icon on your selected company from the list.🔍

3. Click on the project that you want to edit.🔄

4. Change the details that you need to update.✏️

5. Once you are done, hit the Save Change button.💾

Create project and phase

A step-by-step guide of creating projects, phases, and subphases in Proxuma.

Copy a project

Create a task for a project

A step-by-step guide on how to create a task for a project in Proxuma.

Bulk edit

Edit multiple tasks simultaneously using Proxuma's Bulk Edit tool inside the Planning Screen.