Edit Project Details

Edit Project Details

How to Edit the Details of a Project or Work Site

The system allows you to update the information of a project or work site whenever necessary.

🔹 Steps to Edit Details

  1. Open the Projects Panel
    Go to the Projects/Works panel.

  2. Search for the Project
    Find the project or work site you want to modify.

  3. Click “View Details”
    Select “View Details” to open the project information.

  4. Locate the General Details Section
    Find the box containing the project’s general information.

  5. Click “Edit”
    Click “Edit” to start updating the details.


🔹 Information You Can Edit

Depending on the situation, you can modify data such as:

  • Operation number

  • Loan contract number

  • Assigned supervisor

  • Project size

  • Project location (geographical coordinates or address)


NotesNotes

  • The fields available for editing depend on your user role.

  • Remember to save your changes once the update is complete.


    • Related Articles

    • View Inspection Details

      View Inspection Details To see the details of an inspection for a specific project or work site, follow these steps: ? Steps to View Inspection Details Open the Projects Panel Go to the Projects/Works panel. Search for the Project Locate the project ...

    • Edit an Unpublished Inspection

      Edit an Unpublished Inspection After completing an inspection using the mobile app, you can edit the inspection as long as it has not yet been published. Once an inspection is published, its observations can no longer be edited. This applies to both ...

    • Edit Original Contract Data

      Edit the Original Contract Data The system allows you to quickly and securely update the original contract information for a project or work site. ? Steps to Edit Contract Data Go to the Projects Panel Log in to CaptuData Web and open the ...

    • How to Assign project to Users?

      In CaptuData, you can assign project to users in two different ways: During user creation → When setting up a new user profile, you can directly assign specific projects to them. From the works screen → By editing existing jobs and assigning them to ...

    • Add Documents to a Project Site

      This feature is designed to let you upload various types of documents linked to a specific project or work site. For example, documents can be categorized as meeting minutes, variations, valuations, or work logs. 🔹 Steps to Attach Documents Open the ...