Skip to main content

Edit project information

How to edit your project information in the Budgeting section

Written by Egor Dubrovsky
Updated this week

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.

Before you begin

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.

Did this answer your question?