How to Update Project Tile Information (Legacy Investor Portal)

Step By Step Instructions

Step 1

Navigate to your project by hovering over the "Projects" tab in the top left corner of IMS, and selecting "Project List." From here you can select the project you would like to edit, or use global search to find it as well. After selecting the project, navigate into the correct entity and class that you are looking for. 

Step 2

Click on the three dot menu at the top right and select "Edit Sales Offering." From here, you will be able to make changes to the way the tile itself actually looks on the investor portal. You have quite a few options here for what metrics/information is displayed to investors. 

Step 3

Either choose "Next" at the bottom right or switch between the tabs at the top (Offering, Escrow, Tile Info, Offering Details). This will allow you to edit different types of information that you want or do not want to display to investors. 

Step 4

Select "Next" at the bottom of the page, until you see "Save." Lastly, select "Save" at the bottom right of the final page, and your changes will be saved!