The Project Editor is the central configuration workspace where administrators and authorized users view, configure, and manage all information associated with a project. It consolidates the complete operational structure of a project, including its details, activity history, documents, tasks, communications, access permissions, and additional sections configured by the firm.
This editor is fully customizable, allowing users to add related objects and configure default and custom views to meet specific operational needs. It functions as the project’s operational control center, where all project-related information is displayed, updated, and managed.
access the project editor
Users can access the Project Editor by opening an existing project from the Projects tool. To access the editor:
1. Click Projects.
2. In the Name column, select a project.
The Project Editor will open automatically for the selected project.
project editor dashboard
The Project Editor dashboard contains the following components:
1. Contextual Menu.
2. Section display area.
contextual menu
The Contextual Menu contains the navigational structure of the project. It lists all available sections where users can access and manage different areas of the project. By default, the menu includes the following sections:
| Section | Description |
| Details | Displays the core project information and configuration details. |
| Activity | Shows the activity history within the project, including updates and system events. |
| Documents | Contains all documents associated with the project. |
| Tasks | Displays the tasks within the project, including their status, assignees, and progress. |
| Calendar | Displays the calendar associated with the project and scheduled events. |
| Access | Shows the users or contacts who have access to the project. |
| Contacts | Displays the contacts associated with the project. |
| Messages | Provides a direct messaging space for project communication. |
| Communication | Displays all emails from the synchronized email account, related to the current Project. |
| Time | Displays time tracking entries associated with the project. |
In addition to these default sections, firms may configure additional sections based on their operational needs. These custom sections extend the functionality of the project and allow organizations to adapt the workspace to their workflows.
section display
The Section Display area is the main workspace where the selected section from the contextual menu is rendered.
This area displays the section's internal tools, data structures, and configuration options, allowing users to interact with the project's information, perform updates, and manage operational activities related to that section.