Edit project details

Why use it

Project details feed everything else: the code goes into invoice numbers, the address drives sales tax, the markup sets client prices, and the client-facing contact is the person your client sees and replies to. Keeping them right in one place saves fixing each invoice and email by hand.

When to use it

• The client moved the job or gave a new address. Update the address so maps and sales tax use the right location.
• You agreed a different markup. Change Default Markup % for the project.
• A teammate takes over. Change the Client-facing contact or Project manager.
• The job goes on hold. Set Status to On hold, or use Archive… › Pause project.

To add or remove clients, use Manage clients instead: Clients on a project.

Before you start

• You need to be the owner or an admin.
• Changing the client-facing contact needs the Client-facing identity permission, the project manager needs Project managers, and invoice copies need Invoice copy settings.
• Open the project from Projects.

Steps

1. 1

Try it: guided demo

1. 1Save Changes

1. On the project overview, choose Edit project, the pencil at the top right of the project card.
2. Change the cover photo, Project code or Name, for example Lombard Street Loft.
3. Open Status and pick Active or On hold. Set the Project Type the same way.
4. Update the Address, City, State and Zip. City and State can't be left empty.
5. Adjust Total Sqft and Default Markup %, for example 35%. The markup applies to this project only.
6. Under Client identity, choose the Client-facing contact and Project manager.
7. Choose Save Changes. Cancel closes the dialog without saving.

What happens next

• Moodiri saves only what you changed and shows Project updated.
• A new code is used for new invoices and refunds. Existing ones keep their numbers, and saved invoice PDFs are refreshed with the new project number.
• A new client-facing contact appears in the client portal and receives replies to project emails.
• If sales tax is set up and you change the address of a project with an accepted rate, Sales tax shows Needs review. The accepted rate stays in use until you accept a replacement, save your own, or turn sales tax off.

Limits

Troubleshooting

• Project code is required, Project name is required or City and state are required: fill in the missing field and choose Save Changes again.
• Choose at least one invoice-copy recipient.: you chose Choose teammates under Invoice copies without picking anyone. Pick a teammate or choose another option.