> ## Documentation Index
> Fetch the complete documentation index at: https://help.trytuuli.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring and managing individual project settings

> Update project details, manage integrations, and delete a project. Edit the name, location, type, market sector, construction type, and year started.

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.

## 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.

<Note>
  Project settings are scoped to the currently selected project. Make sure the correct project is active in the top bar before making changes.
</Note>

## 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.

| Field                 | Description                                                                              |
| --------------------- | ---------------------------------------------------------------------------------------- |
| **Project Name**      | The display name for the project. Required.                                              |
| **Description**       | A short description of the project. Optional.                                            |
| **Market Sector**     | The market sector the project falls under, such as Healthcare, Government, or Workplace. |
| **Project Type**      | The building type, such as Office, Laboratory, or Hospital.                              |
| **Construction Type** | The IBC construction type classification (Type I through Type V).                        |
| **Location**          | The US state or Canadian province where the project is located.                          |
| **Year Started**      | The year the project began.                                                              |

<Steps>
  <Step title="Open Project Settings">
    Navigate to the project and click the **gear icon** in the sidebar, or go to **Project Settings** from the project menu.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your changes">
    Click **Save Changes** at the bottom of the Project Details card. A confirmation toast confirms the update.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.

<Note>
  Only admins can connect or disconnect integrations. Editors and viewers can view the integration status but cannot make changes.
</Note>

<AccordionGroup>
  <Accordion title="Procore">
    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.
  </Accordion>

  <Accordion title="Autodesk Construction Cloud">
    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.
  </Accordion>

  <Accordion title="Newforma">
    Connect Newforma to sync RFIs from Newforma projects into your organization workspace. The connection is authenticated via the same OAuth popup flow.
  </Accordion>
</AccordionGroup>

## 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**.

## Deleting a project

<Warning>
  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.
</Warning>

<Steps>
  <Step title="Open Project Settings">
    Navigate to **Project Settings** for the project you want to delete.
  </Step>

  <Step title="Scroll to Danger Zone">
    Scroll to the bottom of the page to find the **Danger Zone** section.
  </Step>

  <Step title="Click Delete Project">
    Click **Delete Project**. A confirmation dialog appears with the project name.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete Project** again in the dialog to confirm. The project is deleted immediately and you are redirected away from the project.
  </Step>
</Steps>

<Note>
  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.
</Note>