Project Workspace Settings

Edit Project and Customer Data

Open /projects/{projectId}/settings to edit details for one project.

This screen includes two sections:

  • Project Details
  • Customer Details

Project Details

You can update:

  • Project name
  • Project revenue
  • Created date

Customer Details

You can update:

  • First/last name
  • Company name
  • Phone and email
  • Address, city, state, zip

Important Behavior

A disclaimer is shown on entry: project settings changes are applied to existing and new reports for that project.

Use Back to Project to return to the project detail screen.