Modify a unit in an activity

You can change the information in a unit in an activity so that you have accurate information for your clients.

  1. In Advisory, click the Projects tab.
  2. Open the plan.
  3. Click the folder that has the unit you want to modify.
  4. Click the unit.
  5. Click the icon in the Actions column for the unit to open the input screens associated with this unit. These screens are unique to this unit and will vary depending on whether the unit has passive limitations.
  6. Enter the information.

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