About this tab
The General tab is the landing tab on the Project edit page. It covers the core Project details, the timeline, the defaults that apply when new sites are attached, and the list of sites currently attached to the Project with their per-site assignments. The other tabs (Sites, Related Records, Documents) each have their own article. For first-time setup of a new Project, see the Creating a Project article.
Key Steps
1. Navigate to the Project
Click Projects in the left sidebar under the TASKS section.
Find the Project in the list.
Click the row, or click the edit icon (pencil) in the Actions column.
You will land on the General tab by default.
2. Project Details
The top of the page shows the core Project metadata:
Name - the Project name shown across the platform.
Project Code - the Project identifier. Clearing this field with a Client selected will auto-generate a new code on save.
External Reference - your organisation’s reference number for this Project.
Client Reference - the Client’s reference number for this Project.
Client - the Client organisation. Changing this affects which sites are available to attach.
Project Manager - the user responsible for the Project.
Report Reviewers - users who can review and approve client reports for this Project.
Status - current state of the Project (e.g., Active, On Hold, Closed). Only available on Edit, not Create.
Description - free-text description of the Project.
3. Timeline
Two date fields control the project schedule:
Start Date - when the Project begins.
Due Date - when the Project is expected to be complete.
Both use the date picker in your locale’s date format.
4. Defaults for Newly Attached Sites
When you attach a new site to the Project, the system pre-populates that site’s fieldwork tasks and client reports based on the defaults configured here. Defaults are organised by category:
Groundwater Monitoring Event - fieldwork task types and client report types.
Hazmat - fieldwork task types and client report types.
Soil Classification - fieldwork task types and client report types.
LFG/SEM - fieldwork task types and client report types.
Default personnel:
Default Fieldwork Technician pre-assigned to fieldwork tasks created when new sites are attached.
Default Report Writer - pre-assigned to client reports created when new sites are attached.
Changes to defaults only affect sites attached after the change - existing site assignments are not retroactively updated.
5. Project Sites
The Project Sites section lists every site currently attached to the Project. For each site, the following fields are shown:
Assigned Fieldwork Tasks - the fieldwork task types created for the site.
Assigned Field Technician - the user assigned to those fieldwork tasks.
Assigned Client Reports - the client reports created for the site.
Assigned Report Writer - the user assigned to write those reports.
Assigned Report Reviewers - the users assigned to review and approve those reports.
To attach a new site, use the search field or click Attach Sites to open the selection modal. When a site is attached the system automatically creates the configured fieldwork tasks and client reports for that site. To detach a site, click the delete icon - the site is removed from the Project but its existing fieldwork tasks and client reports are preserved.
6. Save Changes
Click Save to commit changes on the General tab.
The page stays on the General tab and shows a success notification.
Always save before switching to a different tab - unsaved changes on the current tab will be lost.
Cautionary Notes
Save before navigating to another tab or your changes on the current tab will be lost.
Changing the Client may affect which sites are available to attach.
Attaching a new site auto-creates the configured fieldwork tasks and client reports.
Detaching a site preserves its existing fieldwork tasks and client reports - they are not deleted.
Default modifications only affect sites attached after the change.
Tips for Efficiency
Set Project-level defaults before attaching sites so each new site is created with the right tasks, reports and personnel.
Use the Project Manager and Report Reviewer fields to make oversight clear from day one.
Use the Related Records tab to see all fieldwork tasks and reports across the Project in one place.
Detaching a site preserves its existing data - useful for reorganising without losing work.