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General (Project)

[!NOTE] Required role: manager or account_admin

The General tab is where you configure the project's identity and team assignments.

Fields

Field Description
Name Project name (3–200 characters, must be unique).
Description Optional description of the project's purpose (max 2,000 characters).
Tags Labels for filtering and grouping. Select from company-defined tags.
Default Project Manager The user responsible for this project. Can be propagated to all modules.
Default Compliance Manager The user who reviews and approves releases. Can be propagated.
Members Users who have access to this project's modules. Can be propagated.
LeanIX Link Optional link to a LeanIX fact sheet for portfolio management integration.
Confidence Level Detection confidence threshold — High only, Medium+, or All.

[!TIP] Use Propagate to modules after changing managers or members to apply the change across all existing modules at once.

📸 Screenshot: the General settings tab with name, tags and manager fields.