Project Name, Status and/or Labels can be added/edited within this window and used to filter and search on the main Project page.
📝Note: For Accounts with an Integration enabled, this information remains in Groundplan and will not be pushed into the Quote created in your integrated system.
To edit any details in the Project Overview area:
Hover and click into the section to Edit:
Project Name
Status - is a visual and effective workflow indicator to manage the Project e.g. Ready for review
Labels - used to categorise Projects e.g. location, construction company
Description - Project or scope of works
Client Name
Change the Owner of the Project - Only an Administrator of the Account can change the Project Owner
Make changes then click Save
