Edit, close or reopen a project

You'll find these actions at the top right of the project's Home and Proposals tabs.

Edit project detailsCopy Anchor Link

1. Open the project.
2. Click Project actions, then Edit project details.
3. Change the Project name, Project type, Default length units or the site address. The site address can be in the United States or Canada: pick the Country first. For Canada, State becomes Province and ZIP code becomes Postal code. City and State (or Province) are still required, and the name must stay unique in your company.
4. Click Update project.

When you save, BidUnity looks up the sales and use tax rates for a US site address again. If the lookup fails, your other changes are still saved, the project keeps its old rates, and you see "Project updated with warnings".

BidUnity doesn't look up tax rates for a Canadian address. When you save one, the project's rates are set to 7% and you see "Project updated with warnings".

New proposals you create start with the project's tax rates. A copied proposal keeps the rates of the proposal you copied, and proposals you already have keep theirs. To change a proposal's rates, see Set tax rates.

You can't edit a closed project. Reopen it first.

Close a projectCopy Anchor Link

Close a project when you no longer need to work on it. You can reopen it later.

1. Open the project.
2. Click Project actions, then Close project.
3. Enter a Reason for closing. It's required.
4. Click Close project.

What happens nextCopy Anchor Link

• The project status changes to Completed.
• The project moves from Open projects to Closed projects on the project list. See Find a project.
• Your reason is added to the project's Notes as "Project closed:" followed by the reason.
• The project becomes read-only. You can't edit its details, add a proposal or change its proposals.
• Project actions is replaced by Reopen project.

Reopen a projectCopy Anchor Link

1. Open the closed project. On the project list, pick Closed projects or All projects to find it.
2. Click Reopen project.
3. Enter a Reason for reopening. It's required.
4. Click Reopen project.

What happens nextCopy Anchor Link

• The project status changes to Reopened, and it shows under Open projects and Active projects again.
• Your reason is added to the project's Notes as "Project reopened:" followed by the reason.
• You can edit the project and its proposals again.

For more on each status, see Project statuses.