In this article, we'll explore how to edit your project's details.

To edit project details, head over to the project's page and select the Settings tab. The following details can be edited on this screen.

Simply type in your desired edits under the Title field and it will automatically be saved.

While the start date of a project typically defaults to the date it was created, it can be changed by clicking on the date which will open up a calendar. Select your preferred date on the calendar and the new start date will automatically be saved.

An end date is optional but can be set in the same way by clicking on the 'select date' field.

Bonsai supports several currencies, which can be found in our article covering Which currencies does Bonsai support? The currency will default to what has been set up under your company settings. This section will display the current currency of the project.

When a project is created, the billable rate is automatically set to the member's default billable rate. This can be changed to accommodate a project billable rate or to be set as non-billable.

In this field, you have the option to input a project reference number that is up to 25 characters in length and will be included in client communications. This can be used for reference numbers such as purchase order numbers, project codes or work order numbers.

In this field, you can input notes that are visible to everyone on the project. If you are looking to add an internal note to your project, please see our article on Taking notes in Bonsai.

Choose whether you would like auto-reminders sent to your client for the project by clicking on the checkbox. Bonsai automatically sends reminders for any outstanding invoices, expiring proposals and sent contracts.

For additional support with configuring your project's settings and editing its details, get in touch with Bonsai's Support team at support@hellobonsai.com.