Manage project settings to update information, change status, or configure project-specific options.
Accessing project settings
- Open the project
- Click the Settings or Edit button
- Update the desired fields
- Save changes
Editable properties
| Field | Description |
|---|
| Name | Project title |
| Description | Scope and objectives |
| Priority | High, Medium, or Low |
| Change type | Category of change |
Timeline
| Field | Description |
|---|
| Start date | When work begins |
| Target end date | Expected completion |
Organization
| Field | Description |
|---|
| Program | Parent program (can be unassigned) |
Changing project status
Setting to Active
Active projects appear in the main project list and are included in reports.
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.
Archiving a project
Archive completed or cancelled projects:
- Open project settings
- Change status to Archived
- Save changes
Archived projects:
- Don’t appear in default project lists
- Remain accessible via filters
- Preserve all historical data
- Can be reactivated if needed
Linking to a program
To add a project to a program:
- Open project settings
- In the Program field, select the program
- Save changes
To remove from a program:
- Open project settings
- Clear the Program field
- Save changes
Deleting projects
Deleting a project permanently removes it and all associated data including stakeholder assignments, impacts, surveys, and tasks.
- Ensure you have admin permissions
- Open project settings
- Click Delete project
- Type the project name to confirm
- Click Confirm delete
Consider archiving instead of deleting to preserve historical data.
Access control
| Role | Permissions |
|---|
| Admin | Full edit and delete access |
| Owner | Edit project they created |
| Member | View only |
