Edit the project settings
Overview
Project settings allow you to control key information like the project name and status. This is helpful when you need to reflect changes during the commissioning process or align the project details with internal workflows.
When and why to use this
Editing project settings is useful when you need to update core information about a project, especially during transitions or project handovers.
- Use this when the project name, status, or other basic configurations need to be updated.
- Project status can be used to indicate lifecycle phases (e.g. Open, Archived, Closed).
- Only Admins can change all fields. Managers can change limited settings.
- Changing the project status does not affect access or visibility automatically but is used for internal filtering and reporting.
Guide - How to change the project settings
- Go to the Project settings on the left side of the sidebar
- Click on Project data and the pen icon (✏️) next to the section you want to edit.
- Modify the desired fields (e.g. project name, description).
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't edit the project name | You are not a project Admin | Contact a project Admin |
Status change doesn't lock access | Status is for filtering only | Use role or user management for access |
Pen icon not visible | Insufficient project permissions | Confirm your project role is Manager or Admin |
Quick facts
- Requires: Manager or Admin role
- Location: Project Overview → Edit settings
- Affects: Project information, filtering in dashboards
Updated on: 08/06/2025
Thank you!