In this article, we'll explore how to edit your project's details.
To access your project settings, navigate to Project Management > Projects > select your Project.
Next, select the 3 dots (…) in the top righthand corner of that project > select ‘Settings’:
Here you’ll find the project Details, Billing, Budget and Task Lists tabs.
Project Settings
Project title
Simply type in your desired edits under the Title field and it will automatically be saved.
Project ID
Here you can refer to your unique project ID or manually update the project number.
To learn more about setting your default project number or ID, read our help article here.
Start or end date for the project
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 'Dates' field.
Billing
Billing Type
Here you can set the Billing Type for your Project. There are 4 options to choose from:
Time & Materials
This Billing Type will allow you to select either a: member hourly rate, project hourly rate or service hourly rate:
Fixed Fee
This Billing Type will allow you to add a fixed fee amount for the project (e.g. $10,000) and either a: member hourly rate, project hourly rate or service hourly rate for your time tracking entries associated with the project:
Retainer
This Billing Type allows you to set a Billing Fee, a Billing Cycle (weekly, monthly, quarterly, every 6 months or yearly) and a Billable Rate for your time tracking entries:
Non-Billable
This Billing Type allows you to create a project that's entirely non-billable. This can be helpful for internal projects.
Budget
The Budget tab allows you to set a project budget. This helps you track your projects against and hourly or fee-based budget and make sure you're delivering within budget.
Type
You can set a Fee or Time based budget on your project
Amount
Set the amount for your project budget (e.g. $5,000)
Based On
You can base this off of "billable time only", "billable time and expenses" or "expenses only"
Resets
You can set your preferences so that the project budget doesn't reset - or that it does reset either: weekly, monthly or quarterly.
Notifications
You have the option to set an email reminder when you budget reaches a certain percentage of the budget. This allows you to have an insight into how the project is pacing.
To learn more about Project Budgets, read our help article here.
Task Lists
This allows you to create task lists to group tasks in your project. Ensuring clear and organized tasks across the project.
Project viewing options
Under the Project page, there are three different views you can display for your projects:
Board View
List View
And Gantt View
Each of these offers a distinct way to organize your projects.
Board View organizes your projects based on the project group/status:
List View allows you to see all of your projects in a list format. The categories in this view can be customized to display different options, which will be discussed later in this article:
Gantt View provides a visual representation of the projects currently being worked on, based on their start and end dates:
Projects in the Gantt View are color-coded according to their status. For example, the 'Website Design' project is highlighted in purple to indicate that it is 'In Progress':
This color-coding allows you to quickly assess your project status at a glance.
Additionally, projects in the Gantt View feature a progress bar. This bar represents the budget usage for each project:
For example, the 'Logo Design' project has used 34% of its budget, which is then reflected by taking up 34% of the progress bar.
Custom project fields
When you navigate to Project Management > Projects and toggle to the 'List View', you have the option to create custom project fields:
Custom project fields allow you to create your own custom field columns for your project 'List View'. This gives you a great opportunity to customize what project information you see at a glance.
To add a custom project field, select the 3 dots in the top righthand column of the project list > select 'Custom Fields':
Next, you'll see this pop-up window that will show you any existing custom fields and a '+ Add Custom Field' button:
When you select the '+ Add Custom Field' button, it will allow you to create a custom 'text', 'number', 'date', or 'URL' field:
Once you have chosen your preference for the custom field, you'll be required to add a title for that field (ex. 'Notes').
Once you have added this and saved it, it will appear within the list of fields to choose from:
When you enable that field, it will appear as a column under your 'List View' of your projects:
