Edit a project's details, contacts and location

Details change as a job takes shape: the venue gets confirmed, a planner joins, the dates shift by a day. The «General» tab of the project has three cards, «General information», «Location» and «Custom fields», and each one has its own «Edit», «Save» and «Cancel», so you change one card at a time.

Edit the details and contacts

1. Open the card In «General», click «Edit» on «General information».
2. Change the details Change the «Name», «Color», «External reference», «Project type», «Status» or dates.
3. Set the contact person Under «Contacts», choose the «Contact person» at Landmark Venues who handles the wedding.
4. Add or change contacts Add additional contacts. To make one of them the client, mark it as «Primary»: the previous client becomes an additional contact. «Remove All» empties the list.
5. Save Click «Save».

• Changing the project's dates doesn't change the dates of its orders. To move an order too, see Change order dates.
• When you choose a project type, the project takes the type's color.
• New contacts who use the Campus mobile app get a notification that they've been added, and the project chat's members are updated with the saved contacts.

Change a project's status

1. Open the card In «General», click «Edit» on «General information».
2. Choose the status In «Status», pick the new one, for example «Confirmed» once Landmark Venues accepts.
3. Save Click «Save».

Any status can follow any other. The orders and documents of the project don't change, and a project you set to «Invoiced», «Completed» or «Canceled» leaves the «Calendar». See Project lifecycle and statuses.

Set the location

1. Open the card Click «Edit» on «Location».
2. Search the address Type it in «Address» and pick it from the results. Filmo fills in «City», «Postal code» and «Country».
3. Name the place Add a «Location name», such as the venue's name.
4. Save Click «Save». The «Map» shows the place.

The location is free text: it isn't linked to a space in your catalog. If the map pin is off, «Search coordinates on the map» works it out again from the address and the city. A project with no location shows your company's on the map, with «Showing the company location».

Fill in custom fields

The «Custom fields» card shows the fields your account defines for projects. It needs the «PRO Custom Fields» add-on.

Assign staff and add notes, tasks and files

The side column, next to the cards (or in a side panel on a narrow screen), holds the project's «Images», its «Assigned staff», and its «Notes», «Tasks» and «Files». When you assign someone who has a Filmo user, they get a notification that they've been assigned to the project.

If you see an error

Related resources

• Project lifecycle and statuses
• Why can't I archive or edit a project?
• Create a project