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Edit a schedule item’s deliverable details

Update the title, reference and acceptance criteria for an individual schedule item while keeping the rest of the record unchanged.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the schedule item detail panel​

Select the schedule item from your schedule view to open its detail panel. Review the existing title, reference and acceptance criteria in read-only mode.

Open the schedule item detail panel

Step 2: Check that editing is available​

Confirm that the Edit button appears in the panel header or actions area. If you do not have permission to save changes, the Edit action will not be shown.

Check that editing is available

Step 3: Switch the panel into edit mode​

Select Edit to replace the read-only fields with editable inputs for Title, Reference and Acceptance criteria, each pre-filled with the current values.

Switch the panel into edit mode

Step 4: Update the deliverable fields​

Change one or more of the available fields, such as correcting the Reference, refining the Title or updating the Acceptance criteria text.

Update the deliverable fields

Step 5: Enable the Save changes button​

Once you modify at least one field, the Save changes button becomes active; it remains disabled if you have not changed anything.

Enable the Save changes button

Step 6: Save only the changes you made​

Select Save changes to submit your updates. The system sends only the fields you changed, keeping all other schedule item details exactly as they were.

Save only the changes you made

Step 7: Handle any save errors without losing your edits​

If the save fails, the panel stays open, your typed changes remain visible in the fields, and an inline, plain-English message explains the issue so you can try again.

Handle any save errors without losing your edits

Last updated: 2026-08-12