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Edit a project's details

Change a project's name, code, type, status, colour, summary and property details.

Who can do this: admins and managersUpdated

The details you entered when creating a project can all be changed later. The project code appears in file names and purchase orders, so change it with care.

Before you start

  • You need permission to edit projects. Without it, you can see the details but not change them.

Steps

  1. Open the project and click Settings.
  2. Choose Overview.
  3. Under Project overview, change any of Project title, Project code, Project type, Status, Project color and Summary.
  4. Under Property, change the property type, size, Address, City, Postcode, Country, bedrooms, bathrooms or Access & site notes.
  5. Click Save changes in the bar at the bottom of the page.

What happens next

  • The change is recorded in Settings › Activity log, with who made it and the old and new values.
  • Project color changes the colour of this project's tasks on the studio calendar.

Good to know

  • Project title and Project color are required.
  • A project marked Complete here shows as Completed on the Projects page. Won projects only show under All.
  • When you type an address, suggestions come from OpenStreetMap, so the text you type is sent to that service. You can ignore the suggestions and keep your own text.
  • Activity log shows the last 100 changes to this project's settings.