Edit project details — and set emergency info once
Available on all plans
Open your project and click the Details tab. Everything that describes the job lives here in five sections — and because documents render from these fields, keeping them right keeps your paperwork right.
What's in each section
Project Details — title, scope, reference, dates, estimated workers. Site — the address (pick from Use a saved site if you've saved one), directions, access and delivery arrangements. People — client, principal designer, architect, engineer, works supervisor, with Use saved contact pickers. Safety — site rules, welfare facilities, key risks, training requirements. Emergency Information — see below.
Click Save Changes when you're done.
Emergency Information — set once, used everywhere
Fire strategy, fire assembly point, emergency procedures, emergency scenarios, utility isolation points, nearest hospital and first aid arrangements are entered once here. Your CPP, RAMS, Site Induction and Emergency Plan all render from these fields — the wizards never ask for them again.
Remember that generated documents are frozen snapshots. Changing the project title or address puts every issued project document that prints it — including Toolbox Talks and COSHH assessments — into Review due. Changes to the reference, scope, programme, contractor role, client or designer directory, workers, subcontractors, trade tasks, custom hazards, COSHH assessments, selected project photos, site supervision, directions, access, delivery, public-protection, hoarding, safety or emergency details mark only the issued PDFs that contain those facts. Review and regenerate the affected document before treating it as current. If details change while a PDF is still being prepared, that older generation is discarded and you are asked to try again from the latest details.
Use project controls in the mobile app
Owners and Admins can use these controls on every plan tier while their account allows changes. Members and Site Supervisors do not see these management buttons. If your account is read-only or mobile changes are temporarily unavailable, the buttons are hidden.
Open Projects, choose your project, then tap Edit in the header.
Update the project details, then save your changes.
Scroll to Actions for project management.
Use Clone project to make a copy, or Archive project to move an active project to the Archived list. For an archived project, the same section shows Reactivate project to return it to the Active list. Confirm with Clone, Archive or Reactivate when asked.
Frequently asked questions
Why doesn't the RAMS wizard ask for my assembly point?
Because you set it once on the project's Details tab, under Emergency Information. Your CPP, RAMS, Site Induction and Emergency Plan all draw from there — you're never asked twice. Change it in one place and regenerate the documents that use it.
Can I change my CDM role after creating the project?
Yes — the top of the Details tab has the role selector (Principal Contractor, Only Contractor, Subcontractor). Changing it adjusts which documents and tabs apply.
I changed the site address and my assembly point, isolation points and A&E are now blank — why?
Those three answers describe a place, not the work: the fire assembly point is where this site's crew musters, the utility isolation points are where this site's shut-offs are, and the nearest A&E is worked out from this site's address. When you move the job, any values left unchanged from the old address are cleared rather than printed on the new site's Emergency Plan. You can replace the assembly point, isolation points or A&E while changing the address in the same save; replacements you actually type are kept for the new address. For the hospital, use Look up nearest A&E from the site address or enter a confirmed A&E manually. Until all three are filled in, your CPP, RAMS, Site Induction and Emergency Plan stay locked and the generate screen names the missing field. Everything else on the project — scope, dates, people, site rules, welfare — is untouched.
Does opening a project after switching accounts move it to that account?
No. Opening a legacy project or changing your selected account does not change who owns that project. Some account-scoped integrations may not be available for a legacy project until its account ownership can be established from reliable records. Contact support if you need help confirming ownership; do not assume that opening the project transfers it.
How do I find the nearest A&E?
In the Emergency Information section, click "Look up nearest A&E from the site address" — it finds the closest hospital from the site address you've entered. A full postcode makes it far more reliable, so add one if the address doesn't have it yet. If we can't place the address, or there's no A&E within 20km, you'll be told to enter it manually rather than shown a guess — we never put an invented location on a safety document. You can always type it in yourself.
Why was I asked to review the latest project details and generate again?
Someone edited or imported project details while your PDF was being prepared. The Site Book discards that older snapshot instead of publishing it as current. Review the latest details, then click Generate again.
Related guides
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