Change a project's details and settings

Edit a project's name, status, currency and property details, and copy or change its link.

A project's details are on its Settings tab. You need to be the project's owner or an admin to see it.

Edit the details#

Open the project and choose the Settings tab.
Under Details, change the Project name, Description, Currency, Status or anything under About the property.
Select Save changes.

On a computer the sections are listed down the side, and on a phone they're chips across the top. Select one to jump to it.

Mark a project completed#

Under Details, set Status to Completed.
Select Save changes.

Completed projects stay on your dashboard, under the Completed filter. Set the status back to Active if there's more to do.

Change the currency#

You can change a project's currency until money is recorded against it: budgets, expenses or material costs. After that the Currency field is fixed, because amounts have been converted at the rates of the day. To change it, delete the budgets and expenses first.

Copy or change the project's link#

Under Privacy and link:

Select Copy link to copy the project's address. Only people on the project can open it.
To change the readable part of the link, edit Readable part of the link (lower-case letters, numbers and hyphens) and select Save link. Old links keep working.

Who can see the project#

Who can see it shows Private: only you and the people you invite. Public project pages are coming later, so for now every project is private. To share a view of a project with someone who isn't on it, use a share link. See Timeline and exports.