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Project Settings

What this is

Project creation is deliberately short — just a name, and optionally a project number/code, project type, and your organisation's role on this project (see Creating a Project). Editing a project is where everything else the platform supports gets completed or changed, whenever you're ready.

Who can use it

Anyone with access to the project.

Where to find it

From the project's Overview page, use the Edit Project action next to the status badge.

What you can change

  • Project Name, Project Number / Code
  • Your organisation's role on this project (see Creating a Project)
  • Description
  • Contract Type (JCT, NEC3, NEC4, FIDIC, Bespoke, or Other), Contract Value, and Currency (defaults to your organisation's currency unless you choose an explicit override)
  • Status — Active, On Hold, Completed, or Cancelled
  • Start Date and Completion Date
  • Retention %
  • Project Location — Address, City, State/Region, Postcode/ZIP, Country (can also be filled in from a confirmed Contract during Contract-Assisted Project Setup — either way, it remains fully editable here afterwards)
  • Geographic coordinates (Latitude/Longitude) — always editable manually here regardless of how they were set; applying Project Location from a confirmed Contract can also set these automatically when the address is specific enough for SureSign to confidently determine a position (see Creating a Project)

Project Type (the type of work — New Build, Refurbishment, etc.) is set at creation and is not yet editable in-app.

What happens after you save

Updated details are reflected immediately across the project workspace and dashboards — for example, an updated address or coordinates update the Dashboard's Project Map without needing to refresh the page. No other records (contracts, commercial records, or documents) are affected by anything you change here.