How do I edit a process?
Once a process has been created, it can be edited. Changes to the process will propagate to existing templates and projects that are based on that process. Once a process is in use only the name and percent complete associations can be edited, phases cannot be added or removed. This article describes how to edit a process.
1. Click Processes
- On the Icon Bar, click the Admin button, then click Configuration to expand the menu.
- Click Processes.
2. Click Edit
- Click the down arrow next to the process you want to edit.
- In the context sensitive drop-down menu, click Edit.
3. Edit Details
- Edit process details as necessary.
- Click Update.
Note: Phase names and/or % complete values can be changed for an active process; however, once a process is in use, phases cannot be added or removed.
4. View Process
- View updated process.
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