Project settings let you manage your project’s name, description, email, and other core information. Access settings by clicking the gear icon in the activity bar or by hovering over a project card and clicking Edit.
Accessing Project Settings
- Click the Settings (gear) icon in the activity bar.
- Make sure Project Settings is selected (not Account Settings) in the sidebar.
- Click General in the sidebar navigation.
General Settings
Project Name
The display name for your project. This appears in the project switcher, project list, and breadcrumbs. Click the field, edit the name, and click Save Changes.
Description
An optional text description of the project. Use this for location details, scope notes, or anything that helps identify the project.
Asset Class
Categorize your project by type:
- Commercial
- Residential
- Industrial
- Infrastructure
- Institutional
- Other
Created By
Shows who created the project and when. This is read-only.
References
The References section shows unique identifiers for the project:
- Project ID — The unique identifier for this project. Click the copy button to copy it to your clipboard.
- Project Email — A unique email address assigned to the project. Click the copy button to copy it. This is used for email-to-project integrations.
Saving Changes
After editing any field, the Save Changes button becomes active. Click it to save your updates. A confirmation message will appear when the changes are saved successfully.
Permissions
Only project owners and admins can edit project settings. Members and viewers can view settings but cannot make changes.
