<aside> 💡 In this section, we explain how to access and edit the options for your project.

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List of content

The Basics

Project Details

When selecting a project, the main information is displayed in the center of the page. In the upper displays the main details of the project [7]. There, you are able to edit the most basic information of the project:

Description - The name used to identify the project
Remarks - could be some instructions or any comment relevant to the project.
Constraint Type - indicates the project schedule rule followed for the planning.
Type - can be chosen among the various customizable project types.
The enabled checkbox allows you to make your project active or inactive. 🎯Project is by default enabled which means that it is an active project and it can be found in the tree of projects by its name. Unselecting the checkbox and clicking on Save will make your project inactive and you won’t be able to see its content in other modules of Floor2Plan. The deactivated project can be found in the Inactive project folder.

Project Tabs

Your project view is composed of different tabs [8] :

General: Here you can define the project’s general information.
Activities: From here you can ****create milestones or level 1-2 activities. You can learn how to edit an activity in the project here Edit an Activity in your project
Properties: You can add or import custom properties and edit them.
Allowances: You can add and edit allowances.
Files: This allows you to upload and stock files of any type related to your project.
Baselines: Allows you to define a baseline.
Advanced: In the advanced tab, you can set up ****Cost Code and Planning Code to synchronize your project in other platforms.
Calculation Data: You can set up tariffs per discipline and the hourly rate specific to this project.
Calculation: Here you can see the total cost of the project which consists of the cost of work in each discipline and the cost of the used materials.

Project - General Tab

Here you can define the project’s general information. You can edit the following:

Client (Client, Customer): permits you to choose among the clients or customers you have registered in the software.
Asset: Allows you to choose among the assets registered in the software.
Status of the project: Indicates the status of the project. Depending on the selected option, the information contained in it will be visible in some specific modules: e.g. Acquisition status will show your project just in the Project module, Scenarios status permits you to see the project in the Scenario’s Gannt chart, and Activities module. Learn more about project statuses Status of the Project
Production status allows you to see the project on the Planboard, Floorboard, Timesheets and Hours and Progress modules. The statuses are customizable by the clients.
Constraint Date: indicates the constrained date in which should start or end the project depending on the constraint type selected. Learn more about Constraint Dates Constraint types and planning rules
Start date: indicates the planned start date of the project.
End date: indicates the planned end date of the project
Planning mode (Normal or Strict): determines how your project activities will be scheduled.

Walkthrough

Open Project module

[1] Open the Project module from the Home Screen.

[2] Select your project from the list.

Edit Project Details

[3] On the selected project page click on the text field to change the Description of the project and edit the name.

[4] Open the dropdown menu of Constraint Type and select the constraint Type. You can choose among: As soon as Possible, As late as possible, or Schedule manually

[5] Select a type from the project type options.

[6] Click on Save to make sure that your changes are saved and applied.

⚠️ Remember that if you leave the page without clicking Save, all your changes will be lost.