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Edit Project

The Edit Project dialog lets you update an existing project’s name, type, color, status, owner, dates, tags, and description. It opens over the Project Detail page and sends only the fields you changed (patch-only submission).

Edit Project dialog pre-filled with existing project data showing name, project type locked, and current status

Open Project Detail and click the Edit button in the page header. The dialog opens over /projects/projects/:projectId.

FieldRequiredTypeDescriptionDefaultValidation
NameYesTextDisplay name for the projectCurrent valueMax 200 chars; trimmed on save; save disabled when empty
Project TypeYesSelectWork item type set for this projectCurrent valueLocked (read-only) when the project already has tasks
ColorNoColor picker + TextVisual accent colorCurrent valueHex color code; max 9 chars; editable via color swatch or hex input
StatusNoSelectCurrent project statusCurrent valueOptions constrained by allowed transitions from the persisted status
OwnerNoUser selectUser responsible for the projectCurrent valueActive users only; clearable; required when tenant settings enforce a project owner
Start DateNoDatePlanned start dateCurrent valueConverted to ISO on patch
End DateNoDatePlanned end dateCurrent valueConverted to ISO on patch
TagsNoMulti-selectLowercase tag chipsCurrent valueMax 50 tags; replaced (not appended) when changed
DescriptionNoTextareaDetailed descriptionCurrent valueMax 4000 chars; empty value becomes null

The available status options depend on the project’s current (persisted) status, not the in-dialog value. You cannot undo a transition while the dialog is open.

FromAllowed transitions
DraftDraft, Active, Cancelled
ActiveActive, On Hold, Completed, Cancelled
On HoldOn Hold, Active, Cancelled
CompletedCompleted, Archived
CancelledCancelled, Archived
ArchivedArchived only (locked)

Transitions to Completed, Cancelled, and Archived are irreversible. When you select one of these statuses, the dialog shows a confirmation prompt before saving.

When the project already has tasks, the Project Type selector is disabled and shows the message:

Project type cannot be changed once tasks have been created.

Only the fields you changed are sent in the API patch:

  • If you open the dialog and close it without making any changes, the Save button remains disabled and no API call is made.
  • Fields you did not touch retain their current values on the server.
RuleBehavior
Name requiredSave button disabled while Name is empty
Name lengthMax 200 characters
Description lengthMax 4000 characters
Tag countMax 50 tags
Project Type requiredSave button disabled if Project Type is cleared
No changesSave button disabled when no fields have been changed
Irreversible statusConfirmation dialog shown before saving Completed, Cancelled, or Archived
Owner required (conditional)If tenant settings require a project owner, Owner becomes required
Participants required for activationIf tenant governance requires participants before activation and the project has none, moving to Active is blocked
Unsaved changes guardClosing with unsaved changes shows a confirmation dialog
  • Only changed fields are sent in the update payload.
  • After a successful save the dialog closes and the Project Detail page refreshes with the updated values.
  1. Open Project Detail and click Edit.
  2. Update any fields — for example, change the Status or assign an Owner.
  3. If you are moving to a terminal status (Completed, Cancelled, Archived), confirm the irreversible-transition dialog.
  4. Click Save. The dialog closes and the detail page shows the updated data.
  • Editing projects requires access to the Projects module and canWriteProjects permission.
  • The Owner field is required only when tenant settings have Require project owner enabled.
  • Only changed fields are included in the API patch, minimizing side effects.