---
title: Project Settings
description: The Project settings allows you to update any of the information found on the project details homepage including your customer information, revenue amount, sales person, and project name.
---

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# Project Settings

## The Project settings allows you to update any of the information found on the project details homepage including your customer information, revenue amount, sales person, and project name.

### Managing Project Settings

#### Edit Project Details

1. Open a project that needs their **project number**, **salesperson** or **project revenue edited**.
2. Click on **Project Settings** in the top right corner.
3. On the **Project Details** tab, update any relevant information 
     1. Change the Project No.,
     2. Select a new salesperson from the dropdown menu,
     3. Change the date the project was created on,
     4. Update the project revenue, or
     5. Set a callback date reminder.
4. All changes are automatically saved.
5. To navigate back to the **Project Details home page** go to the top left corner and click on the **Project: \[Project No.\]** beside the small green arrow.

Check out our video on the [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en) for more information on project revenue.

#### Edit Customer Details

1. Open a project that needs their name, address, phone number or email changed.
2. Click on **Project Settings** in the top right corner.
3. On the **Customer Details** tab, update any relevant information.
4. All changes are automatically saved.
5. To navigate back to the **Project Details home page** go to the top left corner and click on the **Project: \[Project No.\]** beside the small green arrow.

#### Update Report Information

1. In the project that you just updated either your **Customer Details** or **Project Details** in, open a report for editing.
2. A black box will appear in the bottom left corner that says **New project data available: Review**, click on **Review**.
3. In the pop-up window, check the box of the information you want to update within your report, and then click **Apply**. 
     1. You may have the option to update your **Customer details** or **Measurements**.
4. Once applied, carry on editing your report as usual.

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