Project settings

Manage project settings to update information, change status, or configure project-specific options.

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Accessing project settings

1. Open the project
2. Click the Settings or Edit button
3. Update the desired fields
4. Save changes

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Editable properties

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Basic information

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Timeline

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Organization

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Changing project status

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Setting to Active

Active projects appear in the main project list and are included in reports.

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Setting to On-hold

Use On-hold when:

• Waiting for approvals
• Resource constraints require delay
• Dependencies aren’t ready

On-hold projects still appear in lists but are visually distinguished.

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Archiving a project

Archive completed or cancelled projects:

1. Open project settings
2. Change status to Archived
3. Save changes

Archived projects:

• Don’t appear in default project lists
• Remain accessible via filters
• Preserve all historical data
• Can be reactivated if needed

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Linking to a program

To add a project to a program:

1. Open project settings
2. In the Program field, select the program
3. Save changes

To remove from a program:

1. Open project settings
2. Clear the Program field
3. Save changes

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Deleting projects

To delete a project:

1. Ensure you have admin permissions
2. Open project settings
3. Click Delete project
4. Type the project name to confirm
5. Click Confirm delete

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Access control