1.Click on Licensing -> Projects.

2.Project search page is shown.

3.Locate the project to be updated (see Search for a project).

4.To edit the Project, click on the edit icon in the Actions column.

5.A user with ‘Update Project’ permissions may edit the following fields on the Main tab:

a.Name

b.     End Date

c.     Description

d.     Responsible Office

e.     Project Manager

f.       Project Director

and then use the “Save” button.

6.The Running Sheet records associated with the Project may be viewed by selecting the icon.

7.The Priority Notes associated with the Project may be viewed by selecting the icon.

8.From the Licences tab, one or more licences may be added to the project.

9.Select the “Add” button, and the list of Current or Granted Not Effective licences that are not already associated with a Project will be displayed.

10.The list may be refined using the Search bar with one of the following criteria:

a.     Licence Ref

b.     Licence Type

c.     Licence Holder Name

d.     Vehicle Name

e.     Vehicle Ref

f.       Vehicle Registration.

11.One or more licences may be selected and the “Add” button used to associated them with the

current project.

12.From the Licences tab, one or more licences may be selected to have one of the following actions

preformed on them:

a.     Amendment Application created

b.     Renewal Application created

c.     Vehicle Change Application created

d.     Move the licences to another Project

e.     Remove the licences from the Project.

13.The Application tab will show all applications created from the Project such as Renewals.

14.The History tab will show the movement of licences onto and off the Project.

15.The Documents tab may be used to associate documents with the Project by attaching them or by

generating then using a selected document template.