Editing your projects

Written by

Louis

Published on

6/4/25

Editing my projects

To amend information related to a project, go to its file and click the ✏️ Edit button.

Editing a project

👆 You can choose the information you want to edit:

• The name of your project,
• The start date and the end date,
• The client the project is associated with,
• The tags,
• The billing,
• The assignments.

⚠️ A billable project can now be switched to non-billable mode.

Bulk editing

From the Projects menu, you can edit certain elements of your projects in bulk!

You can:

• Merge projects
• Change project status
• Link a client

Merging projects

🔄 To merge your projects:

1. Select “merge”
2. Select the projects you want merged,
3. Chose the target project (all data will be merged to it),
4. Merge! ✅

👇 Reminder👇

You can merge:

• A billable project to another billable project.

• A non-billable project to another non-billable project.

• A non-billable to a billable project.

You can’t merge:

• A billable project to a non-billable project.

Changing project status

🔄 To change project status in bulk:

1. Select “Status”
2. Select the projects whose status you want to change
3. Set a new status
4. Apply ✅

Link a client

🔄 To link multiple projects to a client:

1. Select “Customer”
2. choose the customer
3. Select the projects you want to associate with the specific customer
4. Apply ✅

Change the billing status

🔄 To change the billing status:

1. Click on the “actions” button of the relevant project.
2. Select “switch to non-billable.”
3. Confirm ✅

⚠️ This action is irreversible, and all financial data will be overwritten ⚠️

You have the possibility to export your data before changing the billing status!