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. Fields marked with a red asterisk are required:
Name (required) - the project name shown across the platform.
Project Code (required) - 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 (required) - the client organisation. Changing this affects which sites are available to attach.
Project Manager (required) - the user responsible for the project.
Report Reviewers - users who can review and approve client reports for this project.
Status - the current state of the project: Planned, In Progress, Completed, or Cancelled. This field is only available on Edit, not Create. Setting status to Completed will set the project completion date to today on save.
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 into category panels. The panels you see depend on the fieldwork task and report types configured for your tenant. The full set is:
Assessment Review
Groundwater Monitoring Event
Hazmat
Landfill Gas (LFG)
Preliminary Site Investigation
Soil Classification
Other
Within each panel, tick the Fieldwork Task Types and Client Report Types that apply.
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. Each site is shown as a card with two sections - Assigned Fieldwork Tasks and Assigned Client Reports.
What each section shows depends on whether the site already has tasks or reports:
For sites that already have fieldwork tasks: the existing tasks are listed in a table showing Name, Type, Technician, Due Date, Status, and an edit icon to open the task.
For sites that already have client reports: the existing reports are listed in a table showing Name, Type, Writer, Due Date, Status, and an edit icon to open the report.
For sites that have no tasks or reports yet, a Configure Fieldwork Tasks or Configure Client Reports button appears. Clicking it reveals pickers pre-filled from the project defaults, so you can assign tasks, technicians, reports, writers, and reviewers for that site without leaving the page.
To attach a new site, click Attach Sites to open the selection modal, tick the sites to attach, and click Attach Selected Sites. The system then automatically creates the configured fieldwork tasks and client reports for each newly attached site when you save.
To detach a site, click the trash icon next to it. The trash icon is only available for sites that have no fieldwork tasks and no client reports yet. Once a site has any records linked, it cannot be detached from this screen - that protects existing work from accidental loss.
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 on save.
A site that already has fieldwork tasks or client reports cannot be detached from this screen.
Default modifications only affect sites attached after the change.
Setting Status to Completed sets the project's completion date to today on save.
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, client reports, action items, and sites for the project in one place.
Use the Configure buttons under a site to assign tasks and reports inline without leaving the General tab.