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How to manage project settings

Project settings let you review and update a project's details, see who is working on it and manage the external companies collaborating on it.

Who can use this?

Anyone on the project can open project settings. Only Project Admins from the organisation that owns the project can change them.

How do I open project settings?

  1. Select Projects in the left-hand menu.
  2. Open the project.
  3. On the jobs page, select the settings gear icon.

General tab

Project settings has four tabs: General, Contributors, Collaborators and Key Personnel. On General, review and update:

  • Project Name
  • Project Location
  • Start Date and End Date
  • Project Reference and Project Client Reference
  • Project Labels
  • Project Sector and Project Region

Select Update Project to save. You can also select Mark Project as Complete (or Mark Project as Live to reopen it) and Delete Project.

Only change details when you are sure. Completed projects can still be found using View Completed Projects in the Projects sort menu.

Contributors tab

Shows the internal users connected to the project, so you can confirm who is involved.

Collaborators tab

Shows the contractors and supplier organisations working on the project. Select Add Collaborator to invite another company. See How to manage collaborators and suppliers. You can also add subcontractors to projects from the Supply Chain portal.

Key Personnel tab

Assign project roles to Approvers, for example Site Manager. These people are listed first when someone submits a risk assessment for review. Only Project Admins from the organisation that owns the project can change them. See How to set key personnel on a project (Link).

Common questions

  • I cannot change project settings: you need the Project Admin role in the organisation that owns the project.
  • I cannot add a collaborator: the company may need adding to your supplier list first.
  • I marked a project as complete by mistake: find it with View Completed Projects, open project settings and select Mark Project as Live.

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Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.