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Projects – Solutient C2 – Help Guide https://c2.solutient.help Thu, 09 Nov 2023 19:01:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 Deactivate A Project https://c2.solutient.help/knowledge-base/deactivate-a-project/ https://c2.solutient.help/knowledge-base/deactivate-a-project/#respond Thu, 09 Nov 2023 19:01:24 +0000 https://c2.solutient.help/?post_type=ht_kb&p=202 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Select the project that you wish to deactivate. This will take you here:

Within the box titled ‘Project’, select the orange button titled ‘Edit’ in the top right corner. Your page will look like this:

Next to the box titled ‘Status’, select ‘Enabled’. A drop down will appear. Select the option that says ‘Not Enabled’.

Then, select the green box titled ‘Save Updates’.

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Activate A Project https://c2.solutient.help/knowledge-base/activate-a-project/ https://c2.solutient.help/knowledge-base/activate-a-project/#respond Thu, 09 Nov 2023 18:59:17 +0000 https://c2.solutient.help/?post_type=ht_kb&p=197 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the All Projects box, select the orange button titled Inactive Projects.

Then, select the project that you wish to activate. This will take you here:

Within the box titled ‘Project’, select the orange button titled ‘Edit’ in the top right corner. Your page will look like this:

Next to the box titled ‘Status’, select ‘Not Enabled’. A drop down will appear. Select the option that says ‘Enabled’.

Then, select the green box titled ‘Save Updates’.

These are samples.

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Search List Of Inactive Projects https://c2.solutient.help/knowledge-base/search-list-of-inactive-projects/ https://c2.solutient.help/knowledge-base/search-list-of-inactive-projects/#respond Thu, 09 Nov 2023 18:53:28 +0000 https://c2.solutient.help/?post_type=ht_kb&p=193 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the All Projects box, select the orange button titled ‘Inactive Projects’.

Locate the search bar. Begin typing in the project name. The list will start to eliminate other projects that do not match. For example:

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How To Edit Project Information https://c2.solutient.help/knowledge-base/how-to-edit-project-information/ https://c2.solutient.help/knowledge-base/how-to-edit-project-information/#respond Wed, 08 Nov 2023 16:29:55 +0000 https://c2.solutient.help/?post_type=ht_kb&p=113 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Select the client in which you wish to edit the information. This will take you here:

Within the Project: [Name] box, select the orange button titled Edit in the top right hand of the box. This will take you here:

Edit the information in the respective boxes.

Once finished, select the green button titled ‘Save Updates’.

These are samples.

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Import Project List Into Excel/CSV https://c2.solutient.help/knowledge-base/import-project-list-into-excel-csv/ https://c2.solutient.help/knowledge-base/import-project-list-into-excel-csv/#respond Tue, 07 Nov 2023 18:44:21 +0000 https://c2.solutient.help/?post_type=ht_kb&p=91 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the Active Projects box, select Excel or CSV. This will begin a download onto your device.

These are samples.

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Add A New Project https://c2.solutient.help/knowledge-base/add-a-new-project/ https://c2.solutient.help/knowledge-base/add-a-new-project/#respond Tue, 07 Nov 2023 18:41:29 +0000 https://c2.solutient.help/?post_type=ht_kb&p=86 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the Active Projects box, select the orange button titled +Add. This will take you here:

Fill in the following information:

  • Project
  • Client
  • Project Description
  • Status

Then, select the green button titled Save New Project.

These are samples.

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View Inactive Projects List https://c2.solutient.help/knowledge-base/view-inactive-projects-list/ https://c2.solutient.help/knowledge-base/view-inactive-projects-list/#respond Tue, 07 Nov 2023 18:37:54 +0000 https://c2.solutient.help/?post_type=ht_kb&p=84 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the All Projects box, select the orange button titled Inactive Projects.

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View Active Projects List https://c2.solutient.help/knowledge-base/view-active-projects-list/ https://c2.solutient.help/knowledge-base/view-active-projects-list/#respond Tue, 07 Nov 2023 18:36:35 +0000 https://c2.solutient.help/?post_type=ht_kb&p=82 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

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Search List Of Active Projects https://c2.solutient.help/knowledge-base/search-list-of-projects-from-the-projects-page/ https://c2.solutient.help/knowledge-base/search-list-of-projects-from-the-projects-page/#respond Tue, 07 Nov 2023 18:35:15 +0000 https://c2.solutient.help/?post_type=ht_kb&p=78 Sign into your account. This will take you here:

At the top of the page, select Projects. This will take you here:

Within the All Projects box, locate the search bar. Begin typing in the project name. The list will start to eliminate other projects that do not match. For example:

These are samples.

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