How to edit a project
Learn which project fields can be updated after creation and who has permission to edit them.
Who can do this
Admins and Project Managers can edit project details.
Steps
- 1Open the project from the Projects list.
- 2Click Edit on the project overview.
- 3Update the client name, contract amount, work type, or schedule dates as needed.
- 4Click Save.
What you can change
You can update the project name, client information, contract amount, work type, and start/end dates at any time. Changing the contract amount does not retroactively change any change orders already created — they remain tied to the value at the time they were sent.
Permissions
Members have read-only access and will not see an Edit option on the project overview.
Related articles
How to create a new project
Step-by-step instructions for creating a new project, including client info, contract amount, and schedule dates.
How to archive or delete a project
When to archive a finished project versus deleting it permanently, and what happens to its data.
Understanding Doxlair roles and permissions
A breakdown of the four roles in Doxlair — Global Admin, Admin, Project Manager, and Member — and what each can do.
How to upload a Scope of Work
Upload a .txt, .pdf, or .docx Scope of Work document, review the extracted text, and save it as your project baseline.