Edit Project

Edit Project Overview

Once a project is created, the User is able to edit project settings.  These settings include:

  • General information about the project
  • Project site environment(s)
  • Settings related to performance alerting for a particular environment within a project
  • Browsers available for execution
  • Alerts


How to Access Project Settings

There are two (2) ways to edit an existing project.

  1. Go to the Projects page
  2. Hover over the Project to edit, then click on the Edit icon button



  1. Go to the Projects page
  2. Hover on a Project to edit and click on the View Project button

  3. On the Test Case Listing page, click on the Project Actions hamburger menu >> Edit Project

  4. The Edit Project window will pop up and includes the tabs: General, Project Environments, Browsers, Alerts and Upload Screenshot


General Tab

The General tab is available to update basic project details:

  • The Title of the Project
  • Authentication details for the Environment
  • Click Confirm to save updates


Project Environments Tab

Project Environments in Functionize allow the user to set up different environments (Dev, Staging, Live, etc.) to execute tests by recording a test once and then copying that initial test to create separate versions of the test for execution in different environments.

  • Activate the LiveStaging and/or Development Environments by adding the corresponding URL for each Environment
  • Add a New Environment by clicking on Add New Environment button and to learn more about Project Environments, click here
  • Click Confirm to save updates


Browsers Tab


The Functionize platform supports cross-browser test execution, in which the user initially records the test on the Chrome browser with the Functionize Architect (Chrome Extension). Once the test is complete and successfully executed on Chrome, the user can enable the test to execute on any other browsers that their account has enabled.

  • Select which browser(s) to include for test case execution within the current project:
    • Edge
    • Firefox
    • Chrome
    • Safari
    • Chrome Simulated devices (iOS and Android)

NOTE: If more browsers are required than what is currently displayed in this tab, please reach out to our Sales team to discuss.

  • Click Confirm to save updates


Alerts Tab

Identify who in your organization will receive alert notifications for all tests stored in this project.

  • Enter Send alerts to these additional emails and if entering multiple email addresses, they must be separated with a comma (,)
  • The Alert tab is a useful feature in software testing tools that allows Users to send email notifications to specific recipients about the results of a test case, which can improve communication and collaboration among team members, reduce the risk of delays or misunderstandings, and help keep everyone informed about the progress of testing
  • Click Confirm to save updates


Upload Screenshot Tab

Upload a banner image for the Project card

  • To upload, select Choose File to open File Explorer, select the file and click Open button to attach file
  • Click Confirm to save updates