Editing Project Settings After Creation

Once a Project is created, many of the settings from the Project Wizard (or Job Builder) can still be updated.

How to edit Project settings:

1. Go to the Project Dashboard
2. Click the ‘Project Actions’ button
3. Select ‘Edit Project Settings’

You’ll be taken to the full settings page where you can make updates.

Note: You’ll need the ‘Manage Projects’ permission to access this. This is typically enabled for Project Managers and Operations users.

Available Project Settings

You can update most Project details after creation — unless the Project is locked due to a workflow or integration (like Agresso).

Note: Depending on the Project – it is possible that Not All of the settings for the Project can be updated.
In some cases the settings are locked – because the Project is already linked to a Workflow or external system (eg: Agresso).

Available Settings:

1. Office
   – Which Office owns this Project
   – If the Project already has Files or Finance data, this may not be editable
   – To move a Project to a new Office, you may need to create a new Project and migrate Tasks & Files
2. Project Title
   – Displayed in search, lists, and comms
   – Editable unless your Office uses automated titles
3. Job Number
   – Unique ID for the Project
   – Auto-generated in most Offices
   – If editable, you can customise to fit internal naming
4. Project Manager
   – The main contact for the Project
   – Must have Manage Projects permission
   – Drives notifications and reminders
5. Project Status
   – Set as Active when work begins
   – Useful for filtering, reporting, and workflow
6. Project Type
   – Used only for reporting
   – Options managed via Admin tool (admins only)
7. Brand
   – Links the Project to a Brand (client or product)
   – Key for filtering and reporting
8. Template
   – Mark this Project as a Template
   – Can be reused to create future Projects
   – Turning off ‘Template’ won’t affect existing Projects
9. Brief
   – Free-text field shown in the Project Details widget
   – Handy for quick summaries and internal context
10. Currency
    – Sets the default Project currency
    – Doesn’t affect already-created Finance items
11. Parent Project
    – Optional field for reporting relationships
    – Used to group related Projects
12. Project Attributes
    – Custom fields for added metadata
    – Setup by Pronto Admins per Office or Brand
    – Helps with sorting, reporting, and workflow tagging