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Project Settings

Each project has a Settings tab where you can configure project-specific options.

General Settings

  • Project Name and ID — editable by PM and Admin
  • Owner and Sponsor — reassign project ownership
  • Methodology — Waterfall, Agile, Hybrid
  • Status — Active, On Hold, Completed, Cancelled

Dates and Budget

  • Start Date / End Date — schedule boundaries
  • Budget Baseline — the approved budget amount
  • Changes to dates or budget automatically capture a new baseline snapshot

Team

  • Assign and remove team members
  • Set the primary PM
  • Configure viewer access

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