Edit a project's details and status

Everyone in a project can read its details and status: tap the i on its card on the project list. Who can change them:

• The status: Admins and Managers.
• The name, address, owner, description and dates: only the project’s owner, the person who created it.

Change the status

1. On the project list, tap the i on the project’s card (click it on a Mac).
2. Under Status, pick one: Pre-Construction, Bidding, Permitting, Construction, Completed, Delayed or Other.

The card shows the new status straight away, for everyone. Crew and Viewers see the status as plain text, with nothing to change.

Change the details

1. On the project list, tap ••• on the project’s card and choose Edit Info.
2. Change the Project Name, Address, Owner or Description.
3. To change a date, tap Start Date or Completion Date and pick a day. To take the completion date off, tap the × beside it.
4. Tap Save Changes.

Changes Saved appears once, and the new name shows on the project list and at the top of every screen in the project.

Good to know

• Edit Info is on the owner’s menu only. Admins who didn’t create the project can change its status but not its details.
• Save Changes stays dimmed until something changes, and closing with changes not saved asks first.
• The completion date can’t be before the start date. The app says so and saves nothing.
• Changing the project’s dates leaves the due dates of its tasks as they are.
• Edit Info is also where the owner turns on Allow joining by QR code or link, which saves by itself. See Join a project.
• A project archived for everyone can’t be changed until it’s restored. See Archive, leave or delete a project.
• No connection? The change shows at once and waits in your Outbox until you’re back online. See Work offline.

Related

• Create a project
• Roles and access levels
• Find a project