Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

How to manage project settings

Project settings let project administrators review and update project details, view contributors, and manage collaborators.

 Who can use this
  • Project administrators
  • Client administrators

Before you start, make sure the following applies:

Make sure you have permission to manage the project.

Open project settings

  1. Select Projects from the left sidebar.
  2. Open the project you want to manage.
  3. On the Jobs page, select the settings gear icon.

Review the General tab

The General tab may include:

  • Project Name
  • Project Location
  • Project Start Date
  • Project End Date
  • Project Reference
  • Project Client Reference
  • Mark Project as Complete

Update details only when you are sure they should change.

Review the Contributors tab

  1. Select Contributors.
  2. Review the internal users connected to the project.
  3. Use this tab to confirm who is associated with the project.

Review the Collaborators tab

  1. Select Collaborators.
  2. Review the contractors or supplier organisations collaborating on the project.
  3. Use Add Collaborator if you need to invite another collaborator.

Checking it worked

Updated project details should be visible in the project settings and project list. New collaborators should appear in the Collaborators tab after being added.

Limitations and things to be aware of
  • I cannot see project settings: You may not have a project administrator or client administrator role.
  • I cannot add a collaborator: The supplier may need to be approved at organisation level first.
  • I marked a project as complete by mistake: Contact your administrator or support team.