Managing Projects with Your Team

Once you have created one or more planning teams, you can invite other Sunny Design users.
Information: Sunny Design users receive the invitation directly via Sunny Design, not via a separate e-mail. Each team member can individually assign the three permission levels for their own projects.

  • Display project list

  • Open projects

  • Edit projects

Procedure:

  1. In the main navigation, select your team.
  2. Your team and its associated projects will be displayed.
  3. There are various search fields available on the left-hand side enabling you to search for specific projects.
  4. To edit the status of a project, select the current status from the Project status drop-down list in the desired project.
  5. To open an individual project, duplicate it, rename it, export it, save it as a template, delete it or to assign it to a customer, click on the desired project and select the desired option in the context menu.
    Opening an Existing Project
    Duplicating projects