Skip to main content

4. How to Edit and Delete a Project

After creatingOnce a Project,Project has been created, you can modify its settings, reassign it within your organizational hierarchy, manage membership, or remove it entirely. Follow the editingsteps windowbelow willto openkeep automatically.your ToProjects openup theto editdate windowor fromto delete one when it’s no longer needed.

1. Open the Projects tab,List

In the left-hand navigation menu, click onProjects to display all existing projects as cards.

2. Enter Edit Mode

Interface (4).png

Locate the editcard for the Project you wish to change. Click the Edit (✏️) icon (Step #1) in the upper top-right corner of thethat specificcard. ProjectThis window:

Image1.png

1. Open the Edit window (Step #1)

Interface (4).png

Onopens the ProjectsEdit Project tab,form locatepre-populated with the projectcurrent card you want to change. The little pencil ✏️ Edit icon sits in the top-right corner of that card.settings.

3. Update General Settings

Interface (5).png

2. Name (Step #2)

In the edit form, underWithin the General headersection at(top-left of the form), make any of the following changes:

  1. Name (Step #2)
    – Change the human-readable title of the project.

  2. Key (Step #3)
    – Note: The Key field is read-only after creation and cannot be changed.

  3. Language (Step #3)
    – Select a new default locale from the dropdown.

  4. Website (Step #4)
    – Update or add the project’s public URL.

4. Change Visual Identification

In the top-leftIdentification panel (below General on the left):

  1. Click the current color swatch (Step #5).

  2. Pick a new color or icon from the palette.

  3. The new selection will instantly highlight this project throughout the UI.

5. Reassign Additional Tags

Under the Additional header (below Identification):

  1. Use the tree picker to check or uncheck any Regions, Business Units, or custom taxonomy nodes (Step #6).

  2. This adjusts how the project is grouped for filtering, reporting, and permission scopes.

6. Manage Project Membership

On the right side of the page, the very first text field.

3. Language (Step #3)

Still in the General section, immediately below the Name field.

4. Website (Step #4)

Beneath the Language dropdown, as the third field in General.

5. Change Color/Icon (Step #5)

In the Identification panel, directly below General on the left side of the form. Click the current swatch to open the palette.

6. Adjust Additional settings (Step #6)

Underneath Identification is the Additional tree picker—use it to reassign regions, business units, or tags.

7. Add member (Step #7)

In the Members panel onlists theall Employees currently assigned to this project:

  1. rightAdd halfa Member of(Step the#7)
    – page.Click The + Add member buttonto sitsopen ina thatsearchable panel’dropdown of your company’s employees. Select one or more to assign them here.

  2. top-rightSearch Members corner.

    8. Search members (Step #8)

    –

    Just belowFilter the “Members” title, the search input filters your existing employeemember list by typing a name or email. The list consists of the employees, you have added before. To add a new user to this list, go to the Employees tab.

  3. 9. Remove membera Member (Step #9)
    – Click the trash icon next to any employee to remove their project access.

7. Apply Your Changes

Once you’ve made all necessary edits:

  • Click AlsoSave (Step #10) in the Membersbottom-left list,corner.

  • The form will close, and you’ll return to the Projects list with all updates applied immediately.

How to Delete a Project

You may remove any non-default Project when it is no longer needed. Note: The system’s Default Project cannot be deleted.

  1. Locate the Project
    On the Projects tab, find the card of the Project you wish to delete.

  2. Click the Delete Icon
    In the top-right corner of that Project card, click the little🗑️ (trash) icon.

  3. 🗑Confirm Deletion️
    A iconconfirmation onprompt will appear. Review the farwarning and click rightConfirm ofto any existing member.    proceed.

    10.
    4. Save your changes (Step #10)

    At the bottom-left of the form, the green Save button applies all edits immediately.

Note: you can delete the project’s member only after you’ve deleted them from the desk they have been assigned to. Read more about Desks here.

You now know how to edit key attributes, reassign tags and members, and remove Projects within WBCS. Keeping your Projects accurately configured ensures that users see only the data they need, and that your organization’s hierarchy and permissions remain consistent.

Back to top