> For the complete documentation index, see [llms.txt](https://help.aphex.co/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.aphex.co/docs/organisation-settings/projects.md). # Projects {% hint style="info" %} **Who can use this feature?** System Admins and Super Admins can manage projects from the Admin console. {% endhint %} The Projects section in the Admin console allows Organisation Admins to manage all projects at an Organisation level. They can see at a high level the number of Users, Planner Seats and Diary Seats on each project. From here, Admins can also manage and edit individual project settings without having to open up each project, or even be added to it.

## Business Units *** Business units gives Super Admins and System Admins the ability to group Projects on an Organisation level. Allowing total number of Users, Planner Seats and Diary Seats to be viewed on a Project and Business unit level.

**To create a new Business Unit:** * Open the Admin App and select `Projects` * Click

* Select `Business Unit` * Enter Business Unit name * Select ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FUmk4xHroFcifJzozWIty%2FGrab%20Select.svg?alt=media\&token=2d16c5b8-ca42-4e97-882e-f4bb8c21a5d8)which Projects you would like to add to the Business Unit

Business Unit Rules

* All Business Unit names must be unique * All Projects, active and archived will appear in `Assign Projects` list * Filter to Unassigned projects from the ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F9kvQP67cFtyfMjZJdTtD%2FConfig%20Light.svg?alt=media\&token=fa5ab548-47a3-4e6b-9bf3-82fccdfebc10) * There is an optional filter to show Unassigned Projects only

**To edit a Business Unit:** * Open the Admin App and select `Projects` * Locate the Business Unit you want to edit and click

* Select ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FIJ36KZ7M0DjLS5NYLMa8%2FEdit%20business%20unit.svg?alt=media\&token=c531aafd-1391-47f3-ab19-a31244873cac) * Edit the Business Unit `Name` or add/remove any Projects * Click ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FIFUxKNHDd7MANghT5Ab8%2FSave%20changes.svg?alt=media\&token=dbc59c56-9873-4373-a352-a84fe4a9f01a) **To delete a Business Unit:** * Before you can delete a Business Unit, you'll have to remove any projects from the group (see steps above). * Open the Admin App and select `Projects` * Locate the Business Unit you want to delete and click

* Select ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FoAmdVGADXcehfWoubufE%2FDelete%20Business%20Unit.svg?alt=media\&token=d0141cdf-13ed-4ac2-95ea-a6382208cc8c) * Click ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FWAuSt9aQuP6xmtag1BON%2FDelete.svg?alt=media\&token=a1b1b59a-f26f-4b83-ac0d-204f7e6b76b0) ### Project Settings ***

System Admins can edit individual project settings from the Projects section in the Admin console. This means they can make changes to projects without having to open up the project - or be added as a user. **To manage project settings from the Admin console:** * Navigate to the `Admin` Console and select `Projects` from the dropdown * Locate the project you want to manage * Click the

at the end of the row * Select `Project Settings`

What Project Settings can you edit here?

Setting	Description
`Project Logo`	Upload a PNG or JPEG as a Custom Project Logo to be used on PDF printouts (optional)
`Project Name`	Custom Project Name
`External Project ID`	Custom ID used for business reference (optional)
`Diary Access`	Toggle on/off Diary access for this project
`Project Location`	Entering a Location for a Project enables the Weather feature, and serves as the default position for any Real World Maps.
`Project Timezone`	Sets the default timezone for Planner and Diary features⁠
`Project Language`	Controls the language of pre-loaded project values (delay reasons, shifts, calendars).
`Who can add Users to the Project`	Controls who can add user to the Project: All members or project admins only.
`Archive Project`	Archive project and remove it from user's active lists.

### Project Users ***

**To add a new user to a project from the Admin Console:** * Navigate to the `Admin` Console and select `Projects` from the dropdown * Locate the project you want to manage * Click the

at the end of the row and select `Project Settings` * Select the `Users` Tab at the top, under the Project Name * Click ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FiI0Vf8dTFefg9Ml64ygg%2FAdd%20User.svg?alt=media\&token=3b73d2bb-82d1-4b43-9b9a-cbf06086b2bf) * Enter email addresses separated by commas⁠ * Choose between `Admin` or `Member` for their Project Role * Toggle the

`Full` or

`Limited/None` Planner & Diary Access options as needed⁠ * Click

What can settings you edit from the user table?

Setting	Description
`Project Role`	Whether the User has Admin or Member permissions on the Project
`Planner Access`	Whether the User has full Planner Access on the Project
`Diary Access`	Whether the User has full Diary Access on the Project
`Task Delegates`	Who has been assigned as a Delegate to the User
`Plan Reviewer`	Who they have been assigned as a Reviewer for

For more on editing project users and rules, see Managing Project Access. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.aphex.co/docs/organisation-settings/projects.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.