> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/organizations-and-projects/create-projects-and-the-details-page.md).

# Create Projects and the Details Page

### Overview

Project details contain the basic fields used for naming, timeline, and reporting. Project Settings contains deeper configuration such as roles, fields, and connectors.

### Key Concepts

* **Project details**: name, dates, status, and other high-level metadata
* **Project Settings**: access control, fields, templates, automation, connectors

### How It’s Used

Use Project details for quick metadata updates. Use Project Settings for governance and workflow configuration.

### Benefits

* Cleaner reporting through accurate dates and status
* Reduced configuration drift by separating details from settings

### Setup Steps

{% stepper %}
{% step %}

### Create a Project

Use this guide when a Project does not exist yet:

* [Create a Project](/getting-started/create-a-project.md)
  {% endstep %}

{% step %}

### Open Project details

Open the Project. Open **Project details** (or the Project name menu), depending on UI configuration.
{% endstep %}

{% step %}

### Update core fields

Keep these fields accurate:

* **Name**
* **Description**
* **Start date / end date**
* **Status**
  {% endstep %}

{% step %}

### Locate deeper configuration

Use Project Settings for configuration changes:

* [Project Settings and Configuration](/organizations-and-projects/project-settings-and-configuration.md)
  {% endstep %}
  {% endstepper %}

### Best Practices

* Keep start and end dates aligned to the delivery plan.
* Use consistent naming patterns across Projects.
* Treat Project Settings changes as governed updates.

#### Troubleshooting

<details>

<summary>Project details cannot be edited</summary>

This is usually a permissions issue. Project Admin access may be required.

</details>

### Summary

Project details are used for quick metadata updates.

Project Settings is used for access control and workflow configuration.

Related:

* [Projects](/organizations-and-projects/projects.md)
* [Add Teammates](/organizations-and-projects/add-teammates.md)
* [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.transform.ai/organizations-and-projects/create-projects-and-the-details-page.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.