Project settings

Project Settings controls safe project identity and workflow fields.

1. Open a project and select Settings.
2. Review Code, Name, Description, Status, Priority, Manager, Customer, and dates.
3. Select Save changes.
4. Use the integration section to review SolaBooks connection options.
5. To archive, select Archive project and type the project code when asked.

Rates, currency, and some billing-policy changes are not editable in the current React interface. Do not rely on the reference to a classic settings page unless your owner gives you a working link.

Related: Subscriptions & billing, Integrations.