Project settings

Project settings is the Settings tab inside a project. It has three sections, each with its own data and its own save button. The section you are on lives in the URL, so a link to one section keeps working after a refresh or a back navigation.

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General

Open Settings → General.

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Project icon

Icon changes apply immediately – they do not wait for Save changes. Each action toasts “Project icon updated.” or “Project icon removed.”

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The fields

Click Save changes. You see “Project updated.”

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Status is more than a label

Selecting Archived here does the same thing as Actions → Archive – it retires the project through the lifecycle, hides it from lists, and notifies the project’s members. Selecting any real status on an archived project brings it back to active. The picker is a genuine round trip.

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What the General form does not touch

Billing method and the member list are deliberately absent – they belong to Finance and Group. Saving General never overwrites what another section changed.

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Group

Open Settings → Group. This is the project’s roster as a table. Removing someone here affects this project only. Their workspace account is untouched.

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Columns

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Row actions

• X at the end of a row removes that person from the project. A confirmation modal explains: “They lose access to this project’s tasks and can no longer log time against it. Time they already tracked is kept, and you can add them back at any time.”
• The Project rate cell is an inline editor. Click it, type a rate, press Enter or click Save. Press Escape to cancel.

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Add member

Add member opens a search popover listing workspace members who are not yet on the project. Click someone to add them. Full detail at /projects/project-members.

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Finance

Open Settings → Finance. Two cards, two save buttons.

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Billing method

Change it and click Save billing method. You see “Billing method updated.” The button stays disabled until the value actually changes.

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Budget

The Budget card only appears when both are true:

1. The Budgets & profitability app is switched on.
2. You hold budget.manage.

Without the capability the card is hidden, not disabled – a project manager may legitimately run a project without seeing its money. Click Set budget or Save budget. You see “Budget saved.” Full detail at /projects/project-budget and /budgets/set-a-project-budget.

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Example

Priya opens Website Redesign → Settings.

1. General – she moves Status from Draft to Active and sets the Due date, then clicks Save changes.
2. Group – she adds Ana Ferreira, then sets Ana’s Project rate to 70 because this client negotiated a discount on copywriting.
3. Finance – billing method is already Fixed fee. She sets Budget type to Total money, Total amount to 40000, and Alert if margin falls below to 35, then clicks Set budget.

Overview now shows a budget bar, a forecast and a health chip.

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Permissions

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Common questions

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Troubleshooting

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