Project Settings — Setup & Analytics — Workspace

Create projects, manage team access, and define deliverables

Overview Project Settings is the administrative backbone of Project Management. This is where you create projects, add team members, define deliverables (scope items), register external stakeholders, and configure per-member access permissions for every app. Changes here directly affect what team members can see and do across Tasks, Logs, Meetings, Documents, Cost, and all other project tools. Project Settings page with tabbed navigation Project Settings page with tabbed navigation (web view — this screen is desktop-only) Creating a Project Navigate to Create Project and fill in: Serial — a project number (e.g. 101, 102). Title (required) — the project name. Description — what the project is about. Start Date and End Date — the project timeline. Estimated Cost — the overall project budget. Project Manager — the designated PM from your workspace members. Members — select the team members who will work on this project. On creation, the system automatically generates ProjectAccess records for every member across all Project Management apps, giving them default permissions. Create Project form with member selection Crea…