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Project Info

UI: Project Info
Title: Project Information
Deep link: ?settings=project&section=project-info
Audience: Admins / Project managers with Project Settings

Purpose

Manage the project's identity and metadata: code, name, image, location, characteristics (type of construction, contract, etc.), manager, extraction credits, project numbers, and milestones.

Relevance

It is the project's master sheet. Naming standards, attributes, and reports depend on these values. Manager and characteristics feed filters and responsibilities.

Usage example

The coordinator opens Project Info, updates Project code and Project name, chooses Construction type and User manager, reviews Ifc/Cloud/Rvt credits, and saves with Save.

Who can use it

Users with edit permission in Project Settings.

Screen anatomy

  • Project Settings modal; sidebar Project Info.
  • Header Project Information + description.
  • Changes bar + Save.
  • Grid of cards: Project Information · Project characteristics · Project manager information · Data extraction · Project numbers · Milestones.

Options and fields

Toolbar

ControlFunction
ChangesIndicates unsaved changes
SaveSaves the project; disabled if there's no dirty state

Project Information

ControlFunction
Project image (avatar)Opens Project Image dialog (upload / remove)
Project codeInternal code
Project nameProject name
MilestoneActive milestone; No milestone or project list
CountryCountry
Address · ZIP code · CityAddress

Project characteristics

ControlFunction
Construction typeConstruction type (workplace attributes)
Business unitBusiness unit
Quality standardQuality standard
Project typeProject type
Contract typeContract type

Values come from the Attributes Library / workplace builtins (active only).

Project manager information

ControlFunction
User managerProject owner/manager (project users)
Main economic sectorRead-only (manager's profile)
Manager company · Manager company roleRead-only
Manager email · Phone numberRead-only

Data extraction

ControlFunction
Ifc / Cloud / Rvt cardsConsumed vs available credits; Unlimited if applicable

Project numbers

ControlFunction
InvestmentInvestment
Deployment areaDeployment area
Building areaBuilding area
Above ground · Below groundAbove/below ground areas

Milestones (table)

ControlFunction
Milestone nameName
Start date · Completion dateDates
Empty: No milestones definedNo milestones

How to use

Open

  1. Open project → Project Settings → Project Info.
  2. Or ?settings=project&section=project-info.

Edit

  1. Change fields in the cards.
  2. Optional: click the image → Project Image → upload/remove.
  3. Save in the Changes bar.

Tips / common errors

  • Empty characteristics → create values in Attributes / workplace builtins.
  • Error toast on saving → check permissions and required fields (name).

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