# Project Settings

Projects contain all the work, routines, assets, and users needed to deliver a specific project. Projects live inside an Organisation.

#### **Project Settings**

<table><thead><tr><th width="226">Setting</th><th>Description</th></tr></thead><tbody><tr><td><code>Project Name</code></td><td>Custom Project Name</td></tr><tr><td><code>Project Logo</code></td><td>Upload a PNG or JPEG as a Custom Project Logo to be used on PDF printouts (optional)</td></tr><tr><td><code>External Project ID</code> </td><td>Custom ID used for business reference (optional)</td></tr><tr><td><code>Project Location</code></td><td>Entering a Location for a Project enables the Weather feature, and serves as the default position for any Real World Maps.</td></tr><tr><td><code>Project Timezone</code></td><td>Sets the default timezone for Planner and Diary features⁠</td></tr></tbody></table>

## Project Permissions <a href="#transferring" id="transferring"></a>

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#### **Task Status**

Project Admins can control who can edit Task Status (Planned → Promised → Done).

<details>

<summary>Task Status Permission Options</summary>

<table><thead><tr><th width="165">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>Admins Only</code></td><td>Editing Task Status is restricted to Admins Only</td></tr><tr><td><code>Admins &#x26; Owners</code></td><td>Editing Task Status is restricted to Admins and Task Owners</td></tr><tr><td><code>Admins, Owners &#x26; Assignees</code></td><td>Editing Task Status is available to Admins, Task Owners &#x26; Task Assignees</td></tr></tbody></table>

</details>

#### **Regress Task Status** <a href="#transferring" id="transferring"></a>

Additionally, if `Admin & Owners`, or `Admins, Owners & Assignees` is selected, Projects can control the direction of Status changes to make sure their commitments can't be undone.

<details>

<summary>Regress Task Status Permission Options</summary>

<table><thead><tr><th width="162">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>True</code></td><td>All project members can regress Task Status. <br>E.g: <br>Planned → Promised or Done<br>Promised → Done or Planned<br>Done → Planned or Promised</td></tr><tr><td><code>False</code></td><td>Project Members cannot regress Task Status. Only Project Admins can.<br>E.g<br>Planned ← Promised or Done<br>Promised ← Done</td></tr></tbody></table>

</details>

#### Create and Manage Folders <a href="#transferring" id="transferring"></a>

Project Admins can control who can edit Create and Manage Folders.

<details>

<summary>Folder Management Permission Options</summary>

<table><thead><tr><th width="165">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>Admins Only</code></td><td>Creating and Managing Folders is restricted to Admins Only</td></tr><tr><td><code>All Project Members</code></td><td>Creating and Managing Folders can be done by Admins and Members</td></tr></tbody></table>

\*Managing Folders includes editing all properties (name, code, colour, position) and the ability to delete folders. \
\
It does not include the permission to change Folder Protection State. This will always be reserved for Admins Only.

</details>

#### Create Root Folders <a href="#transferring" id="transferring"></a>

Additionally, if `All Project Members` have permission to Create & Manage Folders, Projects can disable the option for Members to create Root Folders .

<details>

<summary>Root Folder Permission Options</summary>

<table><thead><tr><th width="162">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>True</code></td><td>Members can create Root Folders</td></tr><tr><td><code>False</code></td><td>Members cannot create Root Folders.<br>(Subfolders can still be created)</td></tr></tbody></table>

</details>

#### Create & Manage Blockers

Projects can control who can edit Create and Manage Blockers.

<details>

<summary>Blocker Management Permission Options</summary>

<table><thead><tr><th width="165">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>Admins Only</code></td><td>Creating and Managing Blockers is restricted to Admins Only</td></tr><tr><td><code>All Project Members</code></td><td>Creating and Managing Blockers can be done by Admins and Members</td></tr></tbody></table>

Managing Blockers includes editing all properties (name, category, colour, automated due date) and the ability to archive & delete Blockers.

</details>

#### Create & Manage Tags

Projects can control who can edit Create and Manage Tags.

<details>

<summary>Tag Management Permission Options</summary>

<table><thead><tr><th width="165">Option</th><th>Description</th></tr></thead><tbody><tr><td><code>Admins Only</code></td><td>Creating and Managing Tags is restricted to Admins Only</td></tr><tr><td><code>All Project Members</code></td><td>Creating and Managing Tags can be done by Admins and Members</td></tr></tbody></table>

Managing Tags includes editing all properties (name, colour) and the ability to archive & delete Tags.

</details>

## Transferring Projects <a href="#transferring" id="transferring"></a>

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Projects can be transferred from one Organisation into a different Organisation (within the same data region).

All data inside a transferred Project is preserved. Transferring a Project impacts the Project URL, leaving any prior URLs to Published Versions and Shared Plans invalid.

If the users on the Project do not already exist as a User inside the Destination Org, they will be automatically invited as Standard Organisation Users.

In order to start a Project transfer, the user initiating must be an Organisation Admin in both Organisations.

## Archiving Projects <a href="#archiving" id="archiving"></a>

If a project is Archived, it is no longer accessible to any users and will not appear in the Project list. Archived Projects can be restored at any time.

Archived Projects can be permanently deleted. All project data will be deleted without any possibility of being restored.