---
title: "Projects in the Mobile App: View, Edit, and Manage Project Details"
url: "https://help.ontraccr.com/en/article/projects-in-the-mobile-app-view-edit-and-manage-project-details"
language: "en"
last_updated: "2025-06-08T20:13:04.067Z"
---

# Projects in the Mobile App: View, Edit, and Manage Project Details

## **🏗️ Projects in the Mobile App: View, Edit, and Manage Project Details**  
 

### 🧭 **Introduction**

With the Ontraccr mobile app, you can fully **view, create, and edit projects** directly from your device — including files, notes, cost codes, time approvers, and more. Whether you're a field supervisor or project admin, the Projects tab in the **More menu** gives you full access to project records.

This article breaks down each tab and tool available within the mobile **Projects** section.

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## **📍 How to Access Projects**

1.  Tap **“More”** in the bottom nav bar
2.  Tap **“Projects”**

You’ll see a list of all current projects, subject to your role’s permissions.

🔐 Roles and Permissions: If you have only View Projects permission, the list is read-only.

If you have **Manage Projects** permission, you can **edit, create, and archive** projects from the app.

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## **🧭 Project Dashboard Tabs**

Tapping a project opens the **project dashboard**, where you'll see several tabs:

### 1\. **Info**

-   View project title, number, division, type, address, customer, approvers, and more
-   Tap the **✏️ pencil icon (top-right)** to edit details

### Editable Fields:

-   Name, number, type
-   Address (with Google Maps-integrated lookup)
-   Division
-   Customer (from dropdown)
-   Time card approvers (1st and 2nd)
-   Info notes
-   QuickBooks Class (if enabled)
-   **Geofencing settings**:
    -   Enable toggle
    -   Set radius (e.g., 0.3 km)
    -   Select coordinates or typed address

📌 If “Use Coordinates” is toggled on, you can specify the project location by lat/long instead of street address.

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### 2\. **Files**

-   Browse all folders/files stored under the project
-   Tap files to open or preview them
-   Tap the **three-dot menu** to rename files or folders

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### 3\. **Notes**

-   Add job notes that sync to the web
-   Tap **“Add Note”**, type your comment, and tap **Enter**
-   Notes cannot be edited or deleted after submission

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### 4\. **Cost Codes**

-   See categorized list:
    -   Material, Overhead, Labor, Equipment
-   Tap a code to view details
-   Tap **Edit** (top-right) to manage:

### You can:

-   Add new codes from scratch or from global list
-   Set category, number, name, description
-   Enter hourly/daily billing rates
-   Configure **custom cost code fields** if set up on web
-   Tap the trash icon to remove/disable a code

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### 5\. **Billing**

-   Shows all **invoice-type forms** submitted for this project
-   Tap an entry to view the full invoice form

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### 6\. **Work Orders**

-   Log of all submitted **work order-type forms**
-   Tap to open any individual record

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### 7\. **Other Forms**

-   View all other form submissions tied to this project
-   Use **search bar** to filter (e.g., search “Toolbox”)
-   Tap any form to view contents

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### 8\. **Equipment**

-   List of all equipment assigned to the project
-   Tap an item to open its **full equipment profile**

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### 9\. **Board Cards**

-   Lists all board cards tagged to the project
-   Tap to open and manage any card

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### 10\. **Gantt**

-   View-only tab for the project’s Gantt schedule
-   Gantt charts cannot be created or edited on mobile — only viewed

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## **➕ Creating a New Project**

1.  Tap the **“+” icon** (top-right in Projects page)
2.  Fill in project info, same fields as editing
3.  Navigate through setup:
    -   Info
    -   Cost Codes
    -   Budget setup (must be completed in Web App)
4.  Tap **Save** (top-right) to complete creation

❗Budget/contract creation is not available on mobile — it must be done in the web app.

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## **❓ Help Panel**

Tap the **question mark icon** (top-right) for a **navigation guide** explaining:

-   Required fields
-   Step-by-step flow (e.g., “Next” through Info → Cost Codes → Save)

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## ✅ **Outcome**

With the Projects section in the mobile app, authorized users can:

-   View, create, and manage project data from the field
-   Add/edit cost codes, attach files, and leave notes
-   Track invoice, work order, and form submission history
-   Access equipment, Gantt, and board card info in one place