How to Edit a Project
Overview
After a project is created, you can update its details, adjust shifts, manage holidays, and assign team members — all from the project edit form. Editing uses the same tab structure as creation, with one additional tab for team assignment.
This action requires permission. If the Edit button is not visible on a project card, contact your administrator.
For an overview of the project list, see → Project Management: Overview. To create a new project instead, see → How to Create a Project.
--[Image: Project card showing the Edit button alongside the View button]--
How to Open the Edit Form
From the Project Management screen, find the project you want to edit and click Edit on its card. The edit form opens loading the project's current data across all tabs.
Tab Customer Details
Update the client's company name, point of contact, or address.
- Address uses Google autocomplete — select from the dropdown to update city and state automatically.
- All three fields remain required.
Tab Location
Update geolocation and geofencing settings.
- Toggle Enable Geolocation on or off.
- Toggle Geo Fencing on or off — enabling it shows the range and location fields.
- Geofencing range is in feet.
Disabling geofencing removes the punch-in boundary for all team members immediately. They will be able to punch in from any location on the next attempt.
TabProject Details
Update the project name, status, budget, timezone, and dates.
| Field | Notes |
|---|---|
| Project name | The only field that is strictly required when editing — up to 20 characters |
| Status | Switch between Active and Complete |
| Budget | Must be greater than 0 |
| Timezone | Can be changed — affects how all future punch records are recorded |
| Start date / End date | End date must remain after start date |
Tab Shifts
Add new shifts or modify existing ones.
Edit existing shifts
Existing shifts load with their current values. Update the name, times, or working days directly in the fields.
- Changes to shift times affect all future punch activity for that shift.
Add new shifts if needed
Click Add Shift to add a new shift row. Fill in the name, start time, end time, and working days.
- Maximum 10 shifts per project across existing and new.
- New shifts added here will be available for team assignment only after saving the project.
Tab Holidays
Add new holidays or remove existing ones.
To add a holiday: Fill in the date and name, then click Add Holiday.
- Date must be tomorrow or later.
- Duplicate dates are not allowed.
- Toggle Apply to entire organization to make the holiday apply org-wide.
To remove an existing holiday: Toggle the delete control next to the holiday. It is marked for removal and removed when you save. Toggle it again to restore it if you change your mind before saving.
--[Image: Holidays tab showing existing holidays with delete toggles and the Add Holiday form]--
Tab Team Assignment
This tab is only available when editing an existing project. It is where you assign crews and individual resources to the project.
→ See Assigning Resources and Crews to a Project for the full guide on this tab.
Saving Your Changes
When you are done making changes across all tabs, click Save Changes on the last tab. The project list updates inline with the new data — no page reload needed.
You do not need to complete all tabs to save. Navigate to the last tab and click Save Changes whenever you are ready. Only the project name is required — all other fields retain their existing values.
Things to Know
Holiday deletions are reversible before saving. If you mark a holiday for deletion, you can toggle it back to restore it — as long as you have not clicked Save Changes yet.
Changing the project status to Complete does not prevent editing. You can still open the edit form on a completed project and update any field, including setting it back to Active.