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Project Settings

Configure project preferences and advanced options.

Global Module Settings​

Administrators can configure settings that apply to the entire Projects module.

  1. Go to Projects dashboard.
  2. Click the Settings icon in the top right.
  3. Configure module-level options:
    • Allow Other Workspaces To See Projects: Toggle to enable cross-workspace project visibility.
    • Workspaces To Share Projects With (only visible when the above toggle is enabled): Select which workspaces can see your projects.
    • Master Project Identifier (only visible when cross-workspace sharing is enabled): Set the root identifier for project hierarchy.

Project Configuration​

To edit details for a specific project:

  1. Open the Project.
  2. Navigate to the Overview tab.
  3. Use the Edit context (if available) or update fields directly in the widgets:
    • Base Information: Name, Dates, Directors.
    • Status: Change workflow state (e.g., Active -> Completed).
    • Custom Fields: Update specific project data points.

Deleting a Project​

Permanently remove a project and its associated data:

  1. Open the project.
  2. Locate the Delete Project button in the top header action menu.
  3. Confirm the deletion.

⚠️ Warning: Deleting a project is permanent. To preserve history, consider changing the Status to "Cancelled" or "Archived" (if available in your blueprint) instead.

[!NOTE] Looking for email notifications? Compass uses the Workflows & Notifications module to set up email alerts and automated notifications — not Project Settings. See Workflows & Notifications to create workflows with email actions.

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