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Editing project information (name, status, labels and owner)

Edit your project details in Groundplan.

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:

  1. 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

  2. Make changes then click save

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