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Project Settings Reference

Summary

This reference covers the fields and options available in the Project Settings modal of BuilderPal, allowing users to edit core project information like name, manager, description, and color.

Key Details

● Definition/description: Project Settings is the modal accessed from the dashboard for updating project metadata, manager, and appearance without affecting tasks or documents.

● Field or option meanings: Fields control project identification, leadership, notes, and visual tagging; see table for details.

● Role requirements: Editable by admins and project managers; view-only for other team roles.

Table or List of Values

Item Description Notes
Assigned Manager The user responsible for overseeing the project. Dropdown of team members; changing sends notification. Example: "Michael George @michaelgeorgeco".
Project Name The primary name of the project. Required; used in lists and headers. Example: "Public Project".
Description / Project Notes Additional details or notes about the project. Optional text field for internal reference. Example: "Reno project notes".
Color A color tag for visual identification in lists. Dropdown of colors; helps with quick scanning. Example: Purple square.
Delete Project Button to permanently remove the project. Use with caution; deletes all associated data. No example (destructive action).


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