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Project Settings Reference

Project Settings Reference

Summary

This reference covers the fields and options available in the Project Settings inmodal BuilderPalof letsBuilderPal, adminsallowing users to edit core project information like name, manager, description, and managers configure project details.color.

Key Details

    ●

  • Definition/Description:description: EditProject coreSettings is the modal accessed from the dashboard for updating project info like name, status,metadata, manager, address,and appearance without affecting tasks or documents.

    ● Field or option meanings: Fields control project identification, leadership, notes, and preferencesvisual aftertagging; creation.

    • see
  • Field/Optiontable Meanings:for Controlsdetails.

    project

    ● visibility, notifications, and basic metadata.

  • Role Requirements:requirements: Editable by Adminadmins (GC),and Adminproject (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager. Others havemanagers; view-only access.
    • for
other team roles.

Table or List of Values

Item Description Notes
Assigned ManagerThe user responsible for overseeing the project.Dropdown of team members; changing sends notification. Example: "Michael George @michaelgeorgeco".
Project Name DisplayThe primary name forof the projectproject. Required; used in lists and reports.headers. Example: "HalifaxPublic Reno"
StatusCurrent phase (e.g., Planning, In Progress)Dropdown; affects filters and alerts. Example: "In Progress"
Assigned ManagerLead user for the projectDropdown of team members; triggers notifications. Example: "Michael George"
AddressProject locationSearchable field with auto-suggest. Example: "1333 South Park Street Halifax, NS"Project".
Description / Project Notes Additional projectdetails infoor notes about the project. Optional text field for internal usereference. Example: "Reno project notes".
NotificationsColor EmailA alertcolor preferencestag for changesvisual identification in lists. TogglesDropdown perof actioncolors; type;helps customizablewith byquick rolescanning. Example: Purple square.
Delete ProjectButton to permanently remove the project.Use with caution; deletes all associated data. No example (destructive action).


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