General

What is it?

The general configuration of an individual project: its data, the assigned team, and the preferences that may override the company defaults.

Project Settings

Here you define the basic identity of the project. You give it a name, set its location and address, and record the key dates (when it starts and ends). You also keep its current status up to date so everyone can see at a glance where the project stands.

Project Team

Management of the project team: members, assigned roles, and access. Add or remove members and define each one's role within the project.

Project Preferences

Project-specific preferences that override those of the company (for example, date format, language, or default notifications for this project).

How to use it

1. Open the project and go to Project Configuration → General.
2. Fill in the Project Settings: name, location, dates, and status.
3. Add members in Project Team and assign each one a role.
4. Adjust Project Preferences only where this project should differ from the company defaults.