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Project Settings lets you update the core details that describe a project, connect it to external platforms, and, if needed, permanently delete it. You access settings on a per-project basis — each project has its own independent configuration. Changes you make here apply immediately across the project and are visible to all members who have access to the organization.

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Accessing project settings

Open a project from the sidebar or from the Organizations page, then click the gear icon next to the project name in the sidebar, or navigate directly to Project Settings from within the project. If no project is selected, the settings page prompts you to choose one first.
Project settings are scoped to the currently selected project. Make sure the correct project is active in the top bar before making changes.

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Editing project details

The Project Details card contains all the editable fields for a project. Edit any field and click Save Changes to apply your updates.
1

Open Project Settings

Navigate to the project and click the gear icon in the sidebar, or go to Project Settings from the project menu.
2

Edit the fields you want to change

Click into any editable field and type your changes. For dropdown fields such as Market Sector, Project Type, Construction Type, Location, and Year Started, click the field to open the selector and choose a value.
3

Save your changes

Click Save Changes at the bottom of the Project Details card. A confirmation toast confirms the update.
Filling in Market Sector, Project Type, and Construction Type improves the relevance of AI-powered QC checklists and RFI insights. The more context you provide, the better RFI Manager can tailor its analysis to your project.

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Managing integrations

RFI Manager connects to Procore, Autodesk Construction Cloud, and Newforma to sync RFI data into your organization. These integrations are configured at the organization level, not at the individual project level. To set up or manage a connection, go to Organization Settings → Integrations. From the Integrations tab you can:
  • Connect a platform by clicking Connect and completing the OAuth flow in the popup window.
  • Disconnect a platform by clicking Disconnect and confirming the dialog. Existing synced RFIs remain accessible after disconnecting, but no new data will sync until you reconnect.
  • View synced projects associated with each connected platform.
Only admins can connect or disconnect integrations. Editors and viewers can view the integration status but cannot make changes.
Connect Procore to automatically sync RFIs from your Procore projects into RFI Manager. After connecting, select which Procore projects to map to your RFI Manager projects. Existing synced RFIs are preserved if you disconnect.
Connect Autodesk Construction Cloud (ACC) to pull RFIs from ACC projects. The setup follows the same OAuth flow as Procore. Project mappings are preserved if you disconnect and reconnect.
Connect Newforma to sync RFIs from Newforma projects into your organization workspace. The connection is authenticated via the same OAuth popup flow.

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Project access

Project access is determined by organization membership, not by individual project permissions. Everyone in your organization can see all projects within that organization according to their role:
  • Admins and editors can open, edit, and manage all projects in the organization.
  • Viewers can open and read all projects but cannot create, edit, or delete content.
To restrict who can see a project, you must manage that person’s membership in the organization from Settings → Team.

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Deleting a project

Deleting a project is permanent and cannot be undone. However, related files, RFIs, and conversation history that were already synced or uploaded remain accessible in the platform even after the project is deleted.
1

Open Project Settings

Navigate to Project Settings for the project you want to delete.
2

Scroll to Danger Zone

Scroll to the bottom of the page to find the Danger Zone section.
3

Click Delete Project

Click Delete Project. A confirmation dialog appears with the project name.
4

Confirm deletion

Click Delete Project again in the dialog to confirm. The project is deleted immediately and you are redirected away from the project.
Only admins and editors can delete a project. If you do not see the Danger Zone section, you have viewer access and cannot delete projects.