Editing or changing information about a project is very similar to adding a project.

1. Edit Project

To edit an existing project, follow these steps.

a. Find Project

Find the project for which you wish to make changes. See Browsing Projects and Searching for a Specific Project.

b. Click on Project Name

Each project name will appear dark blue when you hover the cursor over the record.

When you click on the project name, the Project Overview page will open.

c. Opening the Edit Project Page

Locate the toolbar in the upper right-hand corner of the Project Overview page. Click on the Edi pencil icon.

d. Edit Project information

Make all of the changes that are required on the Edit Project page. For a description of the fields, see Entering Projects and Entering Project Details.

2. Remove a Project

To remove the entire project record including contact relationships (but not the actual contact data), package information, and project correspondence history, locate the toolbar in the upper right-hand corner of the Project Overview * page. Select the *Delete (trashcan) icon, and then follow the confirming steps.

3. Copy a Project

The ability to copy a project is one of the powerful work saving features of RS10. For television shows with multiple episodes or seasons, or for movie sequels, the Duplicate feature allows you to copy all of the information from the previous project without having to replicate your work.

To copy a project, navigate to the Project Overview page and locate the toolbar in the upper right-hand corner. Click the Duplicate (two pieces of paper) icon. A new project will be created that is the same name as the one that has been copied, except that the words “copy” of will lead the title of the new project. RS10 will differentiate the duplicate project from the original with a unique ID number, so changes can safely be made to the duplicate without affecting the original.


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