Edit a Project

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Overview

Each project in Dash360 has an extensive configuration form organized into tabs. These settings control everything about how the project behaves; which code files it uses, how cost classes are structured, how signatures work, and which features are enabled. Open a project’s settings by clicking the Edit button (pencil icon) on any project row on the Projects page.

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Properties Tab

Core project identity, dates, and lock state.

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Code Files Tab

Assign the supporting files that define the project’s data structure. Files must be created in the relevant admin pages before they can be assigned here.

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Unit Time Phase Tab

Controls the time-phasing unit for resource assignment costs in each resource type.

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Calendar Tab

Controls how the project’s fiscal calendar is structured. Holiday Management: When Custom Calendar is enabled, you can define project holidays:

1. Select a date using the date picker
2. Click the Add button to add it to the holiday list
3. Holidays affect working-day calculations for schedule durations

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Cost Classes Tab

Define the cost classes available for this project. Cost classes represent different estimate scenarios; for example, Budget, Earned Value, and Actual Cost.

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Cost Classes

Click Add Cost Class to create a new class. Click the edit icon on any row to modify it. Cost class types:

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Cost Sets

Cost sets group multiple cost classes into a named set for filtering. For example, a “Total Program” cost set might include Budget + Forecast together. Click Add Cost Set to create a set. Cost sets appear alongside cost classes in Cost Class selectors across Dash360 (Budget Form, Schedule Viewer, reports).

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Notebook Fields Tab

Assign notebook categories to this project. Notebook categories appear as custom fields on the Budget Form, Risk Register, WBS Dictionary, and other pages. Categories must be created globally in the Notebooks admin page before they can be assigned here. Use the dual-list selectors (Available → Selected) to assign categories to each entity type. Drag rows in the Selected list to set the display order.

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Report Colors Tab

Configure the colors used in earned value charts and summary reports for this project.

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EV Chart Colors

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Estimate Type Colors

One color picker per basis code defined in the project’s Basis Code File. Used to distinguish estimate types in cost summary reports.

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Resource Type Colors

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FTE Type Colors

One color picker per FTE code detail, if an FTE Code File is assigned. Used in staffing plan and FTE reports.

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Cost Type Colors

One color picker per cost type value, if a Cost Type notebook category is configured. Used in WBS summary cost-type breakdowns.

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Report Settings Tab

Controls how the WBS Summary report presents data for this project.

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Thresholds Tab

Define EV performance thresholds for this project. Values outside the threshold range are highlighted in earned value reports and dashboards. Set upper and lower bounds for metrics such as cost variance, schedule variance, CPI, and SPI. For each threshold type, specify: Click Add Threshold to add a new band. Click the edit icon to modify an existing one. Thresholds are project-specific and do not affect other projects.

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Variance Fields Tab

Configure the fields that appear on the Variance Narrative Report for this project. Each variance narrative field maps to a specific cost class and appears as a column in the variance grid. This tab controls which fields are shown and their display order.

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Signatures Tab

Configure the sequential signature workflow for cost estimate approvals on this project. Each signature step represents one approval level. When a user completes their signature step on the Budget Form, the next approver in the chain is notified. The cost estimate value is recorded at each approval step. Click Add Signature Step to add a level. Drag rows to reorder steps. Deleting a step does not affect already-completed signatures.

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Risk Register Setup Tab

Assign the risk categories and risk types available for this project’s Risk Register. Only categories and types assigned here appear when users add risks in the Risk Register.

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Risk Categories

A category groups related risks (e.g., “Technical”, “Schedule”, “Cost”). Click Add to create one.

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Risk Types

A risk type classifies the nature of the risk (e.g., “Threat”, “Opportunity”). Click Add to create one. Both grids support Save and Close and Save and Add Another for rapid data entry.

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Risk ID Prefixes Tab

Define the prefix patterns used to auto-generate Risk IDs when users create risks in the Risk Register. Example: Prefix = “R-”, Starting Number = 1, Increment = 1 → first risk gets ID “R-1”, next gets “R-2”, and so on.

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Risk Thresholds Tab

Define severity thresholds for risks on this project across three dimensions. These thresholds drive risk prioritization and color-coding in the Risk Register. Each threshold type (Cost, Schedule, Probability) has its own independent table. Click Add Risk Threshold under each section to add a band.

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Uncertainty Classes Tab

Define uncertainty classes for this project. Uncertainty classes are used in conjunction with risk factors to calculate contingency bands. Each class has a name and an associated contingency percentage range. These settings integrate with the Contingency Methodology.

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Quick Status Settings Tab

Configure the Quick Status submission workflow for this project. Quick Status is the page where CAMs submit activity progress updates.

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Feature Toggles

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Custom Rules

The rules grid lists configurable validation rules that Dash360 enforces when CAMs submit status updates. Click Save at the top of the tab to save both toggle states and all rule changes together.

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MTDC Tab

Configure Modified Total Direct Cost (MTDC) settings for this project. MTDC controls how indirect costs are applied to resource assignments. This tab is only visible when MTDCShow is enabled in the project’s registry settings. Set the MTDC rate structure, the applicable cost categories, and which resource result box the MTDC values feed into.

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Premium Pay Tab

Configure premium pay months that may apply to labor resource assignments on this project. This tab is only visible when PremiumPayShow is enabled in the project’s registry settings. Define which months carry premium pay and which resource result box the premium pay values feed into.

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Resource Code Security Tab

Control which users can access specific resource codes on this project. This tab is only visible when CAMAccessToResourceCodes is enabled in the registry. By default, all users with project access can use all resource codes. Enable resource code security to restrict individual CAMs to a subset of codes; useful when different CAMs own different resource types and should only see their own.

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CPR Field Name Overrides Tab

Override the display names of fields and groups in the Cost Performance Report (CPR) for this project. Useful when your organization uses different terminology than the Dash360 defaults. The tab shows a two-column table: Overrides are project-specific and only affect display names; they do not change the underlying data structure.

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IPMDAR Export

IPMDAR (Integrated Program Management Data Analysis Report) is a government-standard EV data format. Click Download IPMDAR Files to export the full IPMDAR package as a ZIP file containing 24 JSON files. The export includes: Cost data in each performance file is broken down by: Total, Direct, Labor, Material, ODC (Other Direct Cost), Subcontract, Overhead, Common, and G&A. The export is read-only and does not modify any project data.

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Saving

Click Save and Close to save all changes and close the form. Click Save and Add Another (when adding a new project) to save and immediately start configuring another project. Click Close to discard unsaved changes. Changes to code file assignments may trigger cache rebuilds or recalculation in the background.

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