To manage a project, open it from the Projects list and use the header on the Overview tab. You edit the name, assignee, labels, and status there, and you archive or delete the project from the same page.

Select a project in the Projects list. On desktop, the left sidebar switches to the project's sections, such as Overview, Estimates, Budget, Invoices, and Documents. In the mobile app, the same sections appear as tabs under the project header.

You only see the tabs your role can view. To create a project, see How to create your first project and estimate.

To change the address or client, select the Address chip or use the Client details card. The project number is set automatically and you can't change it.

Select the status chip in the project header and choose a new status. On desktop, it opens a dropdown. In the mobile app, it opens a sheet titled Project phase.

The chip shows the project's current status, such as Bidding, or Set phase if the project has none. Status and phase are the same thing, and Settings and filters call it status. Changing a project's status works on every plan.

On desktop, select Customize overview at the top of the Overview tab. In the mobile app, open the menu at the top of the project and select Customize overview.

To archive a project, change its status to Archived. Archiving moves the project to that status and does not hide it, so archived projects still appear in your Projects list.

To delete a project, open the three-dot menu on the Overview tab and select Delete. Deleting removes the project along with its estimates and invoices.