Project Info
UI: Project Info
Title: Project Information
Deep link: ?settings=project§ion=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
| Control | Function |
|---|---|
| Changes | Indicates unsaved changes |
| Save | Saves the project; disabled if there's no dirty state |
Project Information
| Control | Function |
|---|---|
| Project image (avatar) | Opens Project Image dialog (upload / remove) |
| Project code | Internal code |
| Project name | Project name |
| Milestone | Active milestone; No milestone or project list |
| Country | Country |
| Address · ZIP code · City | Address |
Project characteristics
| Control | Function |
|---|---|
| Construction type | Construction type (workplace attributes) |
| Business unit | Business unit |
| Quality standard | Quality standard |
| Project type | Project type |
| Contract type | Contract type |
Values come from the Attributes Library / workplace builtins (active only).
Project manager information
| Control | Function |
|---|---|
| User manager | Project owner/manager (project users) |
| Main economic sector | Read-only (manager's profile) |
| Manager company · Manager company role | Read-only |
| Manager email · Phone number | Read-only |
Data extraction
| Control | Function |
|---|---|
| Ifc / Cloud / Rvt cards | Consumed vs available credits; Unlimited if applicable |
Project numbers
| Control | Function |
|---|---|
| Investment | Investment |
| Deployment area | Deployment area |
| Building area | Building area |
| Above ground · Below ground | Above/below ground areas |
Milestones (table)
| Control | Function |
|---|---|
| Milestone name | Name |
| Start date · Completion date | Dates |
| Empty: No milestones defined | No milestones |
How to use
Open
- Open project → Project Settings → Project Info.
- Or
?settings=project§ion=project-info.
Edit
- Change fields in the cards.
- Optional: click the image → Project Image → upload/remove.
- Save in the Changes bar.
Links
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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