Project Settings

Project settings allow you to modify project information, manage team assignments, and configure project-specific options after creation.

Accessing Project Settings

1. Navigate to Projects in the sidebar
2. Click on the project name
3. Click Edit or the settings icon
4. Or access settings from project detail tabs

Editable Properties

Basic Information

Project Name

• 3-255 characters
• Should be descriptive and recognizable
• Appears in navigation, lists, and reports

Description

• Up to 1,000 characters
• Supports plain text
• Useful for project context and goals

Project Code

• Unique within workspace
• Used for identification and references
• Changing may affect existing references

Status

See Project Lifecycle for detailed status information.

Timeline Settings

Dates

Modifying Dates

1. Open project settings
2. Click on date fields
3. Select new dates using date picker
4. Save changes

Date Validation

• End date must be after start date (if both set)
• Past dates are allowed for historical projects
• Future dates allowed for planning

Budget Settings

Budget Fields

Currency Options

• Defaults to workspace currency
• Can be changed per project
• Common codes: USD, EUR, TRY, GBP

Budget Considerations

• Budget is optional
• Used for tracking and reporting
• Does not enforce spending limits
• Professional tier enables cost tracking features

Client & Location

Client Information

Location Information

Updating Client/Location

1. Open project settings
2. Navigate to client/location section
3. Update fields
4. Save changes

Team Assignments

Viewing Assignments

Current team assignments appear in:

• Project settings
• Project overview
• Team tab on project detail

Modifying Assignments

1. Open project settings
2. Find team assignment section
3. Add or remove teams
4. Save changes

Assignment Rules

See Team Assignments for more details.

Project Visibility

Who Can See Project

Changing Visibility

Modify visibility by:

• Adding teams (increases visibility)
• Removing teams (decreases visibility)
• Status changes (archived projects may be filtered)

Settings Permissions

Who Can Edit Settings

Limited Editing

Team Members may be able to:

• Update certain fields
• Cannot change team assignments
• Cannot archive/delete

Saving Changes

How to Save

1. Make desired changes
2. Click Save Changes button
3. Wait for confirmation
4. Changes apply immediately

Validation

Before saving, the system validates:

• Required fields present
• Date constraints met
• Code uniqueness
• Field lengths

Save Failures

If save fails:

• Check error messages
• Verify field requirements
• Ensure unique project code
• Try refreshing and re-entering

Bulk Operations

Currently, project settings are edited individually. For multiple projects:

1. Open each project separately
2. Make changes
3. Save each individually

Settings History

Project changes are tracked:

• Who made changes
• When changes occurred
• What was changed

View history in project activity log.

Troubleshooting

Cannot Save Changes

"Project code already exists"

• Use a unique code
• Check for similar projects

"End date must be after start date"

• Adjust dates appropriately
• Clear one date if not needed

"You don't have permission"

• Verify your team role
• Contact team lead for access

Changes Not Appearing

• Refresh the page
• Clear browser cache
• Verify changes were saved

Missing Edit Options

• Check your team role
• Verify project isn't archived
• Contact workspace owner

Related Topics

• Creating Projects - Project creation
• Project Lifecycle - Status management
• Team Assignments - Access control