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Project Details

The project-level hub: Summary, Members, Attachments and Settings - who sees what and where to configure it.

Project Details is the central hub for everything configured at project level. You'll find it behind the Details button at the top right of the project overview page. It has four sections: Summary, Members, Attachments and Settings (Settings is visible to Project Leads and Consultants only).

Only Project Leads and Consultants can edit Project Details. All other members have view-only access.

Summary

The Summary brings together the core information of your project in three parts:

  • General information: the project title and details

  • Report details: the reporting frequency and report day

  • Supply chain: build your project's supply chain here so all members can see it

Members

Manage who works on what across the entire project. From here you can add members to different work packages across the whole project in one place, giving each member their role in the work package. This is also where you manage the project's Project Leads and Upper Management.

Attachments

A consolidated view of all attachments across all work packages in the project. View and download any file uploaded anywhere in the project from here, without digging through individual measures. Guests can view and download attachments.

Settings

The Settings tab is only visible to Project Leads and Consultants. From here you can:

  • Edit, archive or duplicate work packages

  • Manage status settings and customize the statuses used in the project

  • Enable the escalation flow (see Escalation flow)

Good to know

Changes made in Project Details apply across the whole project. For configuration that only affects a single work package, use WP Details instead.

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