Prerequisites
Verify that relevant settings in Company Settings (e.g., Currency, Office Locations, Business Units) are properly configured by your Workspace Administrator.
Overview
Project Information settings allow you to define key details such as project status, phase, location, and more. Some settings, like currency and business units, are linked to company settings, so ensure that your workspace administrator configures them.
Process
1. Accessing Project Information Settings
Select the project from the Project List.
In the left-hand project menu, click Project Settings.
Select the Project Information tab.
Click Edit in the top-right corner to begin updating details.
2. Editing Project Information
Project Name
You can only edit the project name if your workspace created the project.
This restriction exists because the project name is a global value shared across all collaborating workspaces. Editing it updates it for everyone, which is why only the originating workspace has permission to change it.
If you’re not the originator but need the name changed, please contact the Support team.
Project Status
Choose from the following:
Feasibility
Scheduled
In Progress
Completed
On Hold
Cancelled
Project Phase
Select from:
Planning/Design
Preconstruction
Procurement
Construction
Post-construction
Bidding
Closeout
Currency
Pulled from Company Settings, editable by the Workspace Administrator.
Office Location
Choose from available office locations in Company Settings.
Business Unit
Select from units defined in Company Settings.
Sector/Industry
Pick the relevant industry from the dropdown.
Project Scope
Add your scope of work.
Project Type
Select or create a project type.
Tags
Add custom tags for easier portfolio filtering.
Unit Of Measure
Assign a Unit Of Measure for your project and future sites.
Preferred Area Unit
Assign a are unit based on the Unit Of Measure selected.
3. Save Changes
Click Save Settings to apply updates or Cancel to discard changes.
The Project Information settings in INGENIOUS.BUILD allows you to tailor essential project details. Keeping this data accurate ensures better collaboration, tracking, and reporting across your workspace.
Note: Only the originating workspace can edit the project name due to its global impact across collaborators.