Navigate to Settings > Projects to view the list of Active or Archived projects.
Use the vertical 3 dot menu in the top right to export the list as a CSV.
Create a Project
To add a new top level project, click the Add Project button and fill out the information in the modal.
Name and Code are required fields.
Click into a project name to navigate to the Project Details screen.
Here you can add, remove, or edit user access for the project by clicking the + Add User button or selecting the box to the left of the user(s)
Workspace Access level always takes priority! If a user has an admin workspace access level, then they will have admin access for ALL projects.
If a user has an operator workspace access level, then they can be granted elevated editor or admin access to specific projects.
Create a Subproject
In the Project Details screen of the top level project you can click the + New Subproject button to add a nested subproject.
The Project Code will automatically have the top level project code as a prefix.
Users and Project Access are inherited from the parent project.
While there can be any number of subprojects, they can only go one level deep. Subprojects can not have further subprojects.
Archiving Projects
To archive a project or subproject, navigate to the corresponding Project Details screen, click the vertical 3 dot menu in the top right corner, and select Archive.
The project or subproject name, code, and/or description can also be edited from this menu.
Archiving a top level parent project will automatically archive the associated subprojects.
Projects and Subprojects can be unarchived using the same menu when navigating to the Project Detail screen from the Archived tab.
An archived subproject can not be unarchived if the top level parent project is archived.
Unarchiving the parent project will automatically unarchive all associated subprojects.
Assigning Projects
Before connecting procedures and parts to projects, please review and understand Project Permission Settings.
When creating or editing a Procedure, Part, Work Order, Test Point, Risk, or Issue, select which project it should be associated with. The next sections will cover how this will help keep your workspace organized.
Project Level Navigation allows you to apply a project filter across the workspace.
Filter Procedures & Runs by Project
Tree View by Project
Organize by project name and use the drop down to see which procedures are assigned to each project.
TIP
Turn on Auto Generate Procedure ID for optimal organization by project name.