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Manage project details and custom fields

Update core project information, manage custom fields, and maintain health and safety (F10/CDM) details for a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the project details panel​

From your project view, open the Project Details panel to access the General, Custom Fields, and Health and Safety sections.

Open the project details panel

Step 2: Review and edit general project information​

In the Project Details section, update core fields such as project name, location, tags, description, phase, and status, then save your changes.

Review and edit general project information

Step 3: Configure custom project fields​

Switch to the Custom Fields section to add new custom fields, edit existing values, or remove fields that are no longer required, then save the updated configuration.

Configure custom project fields

Step 4: Manage health and safety and F10 details​

Open the Health and Safety section to review the computed F10 status, link or upload the F10 document, request F10 submission, and check the CDM request history before saving your updates.

Manage health and safety and F10 details

Last updated: 2026-08-31