> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/organization-setup/system-settings/project-options.md).

# Project options

Require project descriptions, show client codes, lock the client once quoted, and close old quotes automatically.

Old quotes that nobody followed up clutter your workspace and your pipeline figures. The **Projects** settings in System Settings can close them for you. They also decide what a project needs before it's saved, and whether its client can change once it's quoted.

### Before you start

You'll need the **Organization Setup** permission, in the **Settings** permission group.

> **Warning:** When you turn on auto closure, every project already older than the **Project Open Period** is closed on the next daily run. With a period of 0, every project in Quoted is closed. Check your Quoted section for projects you still want, and set the period in the same save as you tick the setting.

### How to change your project options

1. In the main menu, go to **Settings** > **Organization Setup**.
2. Select the **Configuration** tab.
3. Under **Projects**, change the settings you need.
4. Select **Save**.

You see "System Settings saved successfully".

### The settings

| Setting                                | What it does                                                                                                                                                                  |
| -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Project Description Required**       | A project can't be saved without a description.                                                                                                                               |
| **Show Client Codes System-wide**      | Client codes are shown next to client names throughout OrderEazi.                                                                                                             |
| **Lock Client After Quote Is Created** | Once a project has a quote, its client can't be changed.                                                                                                                      |
| **Enable Project Auto Closure**        | Closes old projects that are still in your first section, Quoted by default, after the **Project Open Period**.                                                               |
| **Project Open Period**                | How long a project can stay in that section before it's closed, in **Days**, **Weeks**, or **Months**. You can only change it once **Enable Project Auto Closure** is ticked. |

### How auto closure works

Once a day, OrderEazi looks for projects still in the Quoted section that were created longer ago than the **Project Open Period**. Each one is closed: it's cancelled, with "Stale Project" as the reason. Projects that have moved past Quoted are never closed this way.

A week counts as 7 days and a month as 30 days. The period is counted from the day the project was created, not from its last change.

**Example:** You tick **Enable Project Auto Closure**, set the **Project Open Period** to 2 **Months**, and save. A project was created on 1 March and is still in Quoted. On 1 May, once more than 60 days have passed, OrderEazi cancels it with the reason "Stale Project". A project created on the same day that was approved in April isn't touched.

### Related pages

* [System Settings](/central/order-management/settings/organization-setup/system-settings.md): the other settings groups
* [Section Settings](/central/order-management/settings/organization-setup/section-settings.md): rename the Quoted section
* [My Workspace](/central/order-management/my-workspace.md): see the projects in each section