Project Settings Explained
Open the settings panel from Project → Settings or by clicking the gear icon in the project header.
General
| Setting | Default | Notes |
|---|---|---|
| Name | — | Required |
| Project Number | — | Unique per organisation |
| Description | — | Free text, ~500 chars |
| Type | Standard | Standard, Template, or custom enum values |
| Status | Draft | Draft → In Progress → Completed → Archived |
| Version | "1.0" | Free text — bump manually per revision |
Client and Folder
- Client — optional link to a
Clientrecord. See 02.4. - Folder — optional link to a
ProjectFolderfor organising the list.
Currency and Tax
| Setting | Notes |
|---|---|
| Currency | ISO code. Applied to all displayed prices. |
| Tax Rate | Default GST / VAT %. Appears on sell rate and PDF reports. |
| Tax Included | If true, entered rates are treated as including tax and internally divided. |
Markup (Quick Access)
The full markup screen lives in section 06. The settings panel gives you the shortcut:
- Direct cost markup percentages per resource type.
- Overhead markup percentages per resource type.
- Risk, corporate overhead, profit margins.
- Recalculate button to force sell rates to refresh.
Project Parametrics
Open the Parametrics panel to define or edit project-wide variables. See 07.5 for the full workflow.
Custom Columns
Add custom columns to Direct Costs, Overheads, Resources, Breakdowns, Notes and more. See 04.8.
Emission Settings
- Default Emission Scope for items (1, 2 or 3).
- Carbon Allocation Method for apportioned carbon (Proportional / Equal).
UI Preferences
Some preferences live per-project (expand state, column visibility) rather than per-user. These ride along in JSON fields on the project:
DirectCostHierarchyStateJson— which rows are expanded.- Per-view layouts are persisted on their owning entity.
Deleting a Project
Project → Delete performs a soft delete (marks IsDeleted). You can restore it from the Trash section of the Projects view. A hard delete requires admin privileges.