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Edit project information

How to edit your project information in the Budgeting section

Written by Egor Dubrovsky
Updated over 2 weeks ago

The Edit Project Info feature allows you to add custom description fields to your budget β€” for example, Production Company, Director, Producer, or any other metadata relevant to your project. These fields are included when you export your budget as a PDF. See Export the budget.

Procedure

  1. In the top navigation ribbon, select the Budgeting tab.

  2. Click the gear icon (βš™οΈ) in the top right corner.

  3. Select Edit Project Info from the dropdown menu.

  4. Click Add Description Field to add a new field. Each field has two inputs: a label (e.g., "Production Company") and a value (e.g., "Warner Bros.").

  5. To remove a field, click the trash icon (πŸ—‘οΈ) next to it.

  6. Click Save Project Info to save your changes.

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