Project settings

A project’s settings decide which views its members see, who can open it, and which workflows, work item types and fields it uses. Open them with the Settings tab, the last tab of every project. Right after you create a project, Collabase opens this tab for you. Who can do this: members whose Space role may edit project settings (by default the Space Admin). Others do not see the tab. The project role Manager alone does not open it.

Sections

Group	Section	What you set
Project	General	Name, icon, description, project profile, project status, template link, deletion
	Project features	Which views and planning features the project shows
	Integrations	Linked GitHub repositories
Team	Members	Access mode, project members and their roles, guests
Workflow	Status	Workflows and their mapping to work item types
	Work Item Types	The types the project offers
	Fields	Field collections for work items
	Quick filters	The named chips the team sees above the board, table and timeline
Planning	Time	Budget hours, and the portfolio and cost budget
	Cycles	Defaults for cycles. Shown when Cycles is on.
	Estimation	Story Points, T-Shirt Sizes or Time (Hours). Shown when Story Points is on.

If the project is linked to a project template, Project features, Status, Work Item Types and Fields are read-only. General shows Synced with template and a Detach button.

General

Setting	Details
Project Name	With an icon picker on the left
Description	Shown on the project home
Project profile	Start and End of the project, plus the project fields the template asks for. Still missing lists required fields without a value.
Project status	Not started, Active, Suspended, Completed or Cancelled. Phases and gates set it; Suspend project, Cancel project, Resume project and Complete project are decisions you make here.
Danger Zone	Delete Project. Shown to members who may delete projects.

Click Save Changes after editing name and description, and the separate Save Changes under the project profile.

Delete Project removes the project with its work items, cycles and project settings. Booked time entries are kept but lose their project link. Workflows, permission schemes and instance work item types are not affected. This cannot be undone.

Project features

Switch views and features on and off. Each switch saves at once for all members.

Group	Switch	Effect
Views	Home, Board, Work Items, Timeline, Backlog, Time, Mindmap	Shows or hides the tab in the project
Planning & tracking	Cycles	Time-boxed cycles and the Cycles settings section
	Story Points	Estimation and the Estimation settings section
	Time Tracking	Time entries per work item
	Costs	Budget, booked spend and forecast, see Project costs
	Phases and gates	A Phases tab with phases and gate decisions, see Phases and gate approvals
	Risks	A tab with the project’s risks from the Space’s risk register
	Attachments	Files on work items. On by default.

The order of tabs is fixed. There is no setting to reorder or rename them.

Members and private projects

Under Team → Members, choose the Access mode:

Access mode	Who can open the project
Inherited from Space	Every member of the Space
Private	Members you add to the project, plus the Space owner and system administrators

A private project is invisible to everyone else: it does not appear in lists or search, and its links lead to a “not found” page. A Space Admin who is not the Space owner needs to be added like any other member. What members may do inside the project still follows the Space’s Permission Scheme. New projects always start as Inherited from Space. Make a project private before you add sensitive work items.

Make the project private

Select Private. You see Project set to private.

Add members

Click Add Member, search for a person and pick a role: Manager, Member or Viewer. Only members of the Space can be added.

To remove a person, click Remove on their row. They lose access at once.

Guests

Under Guests, invite external people who see this project and nothing else. Details: Guests.

Status, work item types and fields

Section	Page with the details
Status	Workflows in a project
Work Item Types	Work item types
Fields	See below

Fields

Fields lists every field collection of the instance. Tick the collections the project needs and click Save Changes. You see Field collections saved. The fields appear on work items as described in How fields reach a work item.

Quick filters

Quick filters lists the named chips of the project. Add one with a Name and a Query, drag one by its handle to change the order, or remove one. A project holds at most 10. Projects created from a template start with the template’s quick filters. The chips are for the whole team: each person sees the ones their own access allows. See Quick filters and columns.

Planning

Section	Setting	Details
Time	Budget hours	Total hours planned. Leave empty for no cap.
	Portfolio, Budget, Currency	Where the project is reported and what it may cost
Cycles	Default cycle duration	Fills in the end date of a new cycle, in days
	Allowed work item types	Only these types can be added to cycles and shown in the backlog. Leave all unchecked to allow every type.
	Carry parent work item, Carry child work items	Move parents or sub-items along when a work item moves
Estimation	Estimation Method	Story Points, T-Shirt Sizes or Time (Hours), for all work items in this project

Troubleshooting

What you see	Cause	What to do
The Settings tab is missing	Your Space role may not edit project settings	Ask a Space Admin
A section says it is managed by the linked template	The project is linked to a project template	Change the template, or click Detach in General
Add Member is disabled	All space members already have access to this project	Add the person to the Space first
A colleague cannot find a private project	They are not a project member	Add them under Members

Configuration model

What is set for the instance, the Space and the project.

Project templates

Start projects with a ready configuration.

Core concepts

Apps

Sections

General

Project features

Members and private projects

Guests

Status, work item types and fields

Fields

Quick filters

Planning

Troubleshooting

Configuration model

Project templates

​Sections

​General

​Project features

​Members and private projects

​Guests

​Status, work item types and fields

​Fields

​Quick filters

​Planning

​Troubleshooting

​Related pages

Configuration model

Project templates

Sections

General

Project features

Members and private projects

Guests

Status, work item types and fields

Fields

Quick filters

Planning

Troubleshooting

Related pages