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Manage Prerequisites

1.Adding Prerequisites​

Steps to Add Prerequisites

Step 1. Navigate to the Prerequisites tab within a project to view the list of existing prerequisites.

Step 2. Click the Edit button to enable the option to add prerequisites. Fill in the required fields: Name, Value, Description, choose a file (if needed), and click the Save button to add the prerequisite.

Create Prereq

Once the prerequisite is added, change their status to Open for it to be visible to the client. To change the status click the Edit pen:

Update Status

And then click the Change Status button. A pop-up will appear asking if you'd like to send an email to the client to notify them about this prerequisite, and whether you'd like to view the email content first:

Prereq Status

Step 3. To add multiple prerequisites, click the New button. Each click will generate a new row where you can enter prerequisite details. Once all fields are filled, click Save to store the prerequisites.

2.Editing Prerequisites​

Steps to Edit Prerequisites

The steps to Edit prerequisites are the same as when we Create one.

Step 1. Click the Edit button to make the data rows editable.

Step 2.Modify the necessary fields, then click Save. A confirmation alert will appear—click Yes to confirm the changes or Cancel to discard them.

2.Deleting Prerequisites​

Steps to Delete Prerequisites

Step 1. Click the Edit button to make the data rows editable.

Step 2.Click the Trash button on the right side,then click the Save button. A confirmation alert will appear click Yes to confirm the changes or Cancel to discard them.

Additional Information

Clients will have read-only access to the prerequisites in the Client Portal, meaning they cannot create, update, or delete them.