Edit the project settings
Overview: edit project settings
Project settings in Project settings - Project data let you update core project information such as name, description, and status, which is used when project details change during commissioning or handover.
For permanent deletion, see Delete or archive a project. For renaming only, see Change the project name.
- Your role must be Manager or Admin. Some fields may be restricted to Admin only.
- You can find the menu at Project settings - Project data.
- This changes project information used for filtering and reporting. Changing status does not lock access by itself.
How to edit project settings
- Go to Project settings on the left side of the sidebar.
- Click Project data.
- Click the pen icon next to the section you want to edit.
- Modify the desired fields (for example project name or description).
- Save or confirm the change as prompted.
How to close a project by status
- Go to Project settings.
- Open Project data.
- Click the pencil icon under the Status section.
- Select the appropriate status (for example Closed).
Results: edited project settings
- Updated fields appear across the project overview and related views
- Status values such as Open, Archived, or Closed are used for internal filtering and reporting
- Status changes do not automatically remove user access
Troubleshooting: edit project settings
Problem | Cause | Solution |
|---|---|---|
Cannot edit the project name | Field restricted to Admin, or role is below Manager | Ask a project Admin to update the field, or confirm your role is Manager or Admin |
Status change does not lock access | Status is for filtering only | Adjust roles or user membership in Project settings - Users to control access |
Pen icon not visible | Project role is below Manager | Ask a project Admin to raise your role to Manager or Admin |
Updated on: 07/26/2026
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