Project Detail
The Project Detail page centralizes project execution context. It combines project metadata, a task list with filters, collaboration tabs, and lifecycle actions based on permissions and project state.
Accessing the Page
Section titled “Accessing the Page”- Route:
/projects/:id - Entry points: Click a row on Projects List, or follow a deep link from another page.
Header Actions
Section titled “Header Actions”| Action | Permission | Notes |
|---|---|---|
| Edit | canWriteProjects and project not terminal | Opens Edit Project dialog |
| History | Always visible | Opens the Audit History dialog |
| Delete | canAdminProjects and project not terminal | Opens delete confirmation |
| New Task | canWriteTasks and project not terminal | Opens Create Task dialog pre-bound to this project |
| Refresh | Always visible | Re-fetches project and task data |
Press c anywhere on the page to open the Create Task dialog without clicking the button (when the dialog is not already open and the project is not terminal).
Identity Cards
Section titled “Identity Cards”The top section shows four cards in a row:
| Card | Content |
|---|---|
| Code | Project code with an optional color dot. When a project color is configured, the card also shows a left color border. |
| Status | Current status as a badge; click to open the status selector (write permission required; disabled on terminal projects). |
| Owner | Owner name (read-only on this page; edit via Edit Project dialog). |
| End Date | Scheduled end date. |
When the project has a project type assigned, a project type badge appears below the cards.
Status Transitions
Section titled “Status Transitions”Status options are constrained by allowed transitions:
graph LR
DR(Draft) --> AC(Active)
DR --> CN(Cancelled)
AC --> OH(On Hold)
AC --> CP(Completed)
AC --> CN
OH --> AC
OH --> CN
CP --> AR(Archived)
CN --> AR
Irreversible transitions (Completed, Cancelled, Archived) prompt a confirmation dialog before the change is applied. The confirmation dialog describes the transition and cannot be bypassed.
| Tab | Purpose |
|---|---|
| Tasks | Task list scoped to this project, with search, filters, and load-more pagination |
| Participants | Manage project participants and their roles (shown only when participants are enabled in governance settings) |
| Comments | Threaded comment panel for project-level discussion |
| Links | Cross-entity linking panel for relationships to other modules |
| Attachments | File and image management scoped to this project |
Tab state is URL-backed (?tab=tasks|participants|comments|links|attachments), enabling shareable deep links.
Tasks Tab
Section titled “Tasks Tab”The Tasks tab includes a filter bar with:
- Search — full-text search across task code, title, and description (debounced at 400 ms).
- Status multi-select — filter by one or more task statuses (Backlog, To Do, In Progress, Review, Done, Cancelled).
- Priority multi-select — filter by one or more priority levels.
- Assignee — filter by a single user.
- Tags — filter by one or more tags.
Active filters appear as removable chips below the filter bar. Each chip can be cleared individually or all at once via Clear all.
The task list loads 50 tasks at a time. Click Load more to fetch the next page. Clicking a task row opens it according to the Task open mode setting. Column headers support sorting.
Participants Tab
Section titled “Participants Tab”Appears only when Enable project participants is turned on in Project Governance Settings. Shows participant list with roles, and allows adding or removing participants. Read-only when the project is terminal or when the current user lacks write permission.
Comments Tab
Section titled “Comments Tab”Threaded comment panel shared with all project members. Supports @mentions of active portal users, reply threads, and filter pills (All / Mine / Mentions). Comment authors can edit or delete their own comments.
Links Tab
Section titled “Links Tab”Cross-entity linking panel. Links this project to records from other modules. Only entity types with link configuration appear in the selector.
Attachments Tab
Section titled “Attachments Tab”Two sub-sections:
- Images — carousel grid; supports paste-to-upload.
- Files — non-image attachments; supports paste-to-upload.
Both panels require write permission to modify.
Audit History Dialog
Section titled “Audit History Dialog”Click History in the header to open the Audit History dialog. This replaces the previous activity log and shows a paginated record of every tracked change to the project.
Fields tracked in the history:
| Group | Fields |
|---|---|
| Identity | Code, Name, Status |
| Ownership | Owner user ID, Owner name |
| Scheduling | Start date, End date |
| Classification | Project type, Tags |
| Details | Description |
Name and Status are highlighted as featured fields.
Read-Only Behavior
Section titled “Read-Only Behavior”When project status is terminal (completed, cancelled, archived):
- Edit button is disabled.
- Delete button is disabled.
- New Task button is disabled.
- Status selector is disabled.
- Comments, links, and attachments become read-only.
- History and Refresh remain active.
Deleting a Project
Section titled “Deleting a Project”- Click Delete in the action bar.
- A confirmation dialog warns that deletion is permanent.
- Click Delete to confirm — you are redirected to the Projects list.
Deletion requires canAdminProjects permission. The Delete button is disabled when the project status is terminal. To delete a project in a terminal state, contact your administrator.
When a project is deleted, all tasks associated with the project are also removed.