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.
Reassign Projects for Procedures
A procedure can be assigned to a new project in one of two ways:
Procedure Settings
Navigate to draft of a procedure and click the Settings Icon. Change the project in the Project selector.
NOTE: This requires a review and release process to take effect.
Procedure Library
Select one or more procedures in the procedure library list. Once selected a Change Project icon will appear at the top of the list. Click Change Project to change the project for all selected items.
NOTE: This does NOT require a review and release process
Project Schedule View
Projects now include a Schedule tab that provides a centralized, timeline-based view of all work orders and related activities within the project.
This view brings together work order schedules, tasks, dependencies, assignments, and resource considerations into a single, interactive planning workspace. It allows teams to understand how work is sequenced across the project and make adjustments without navigating into individual work orders.
Project schedules update in real time as work orders progress, helping teams plan confidently, identify bottlenecks early, and keep execution on track.
What You Can See in the Project Schedule
The project schedule consolidates all scheduling data that influences start and end dates, including:
Work orders and their associated tasks
Task durations and sequencing
Dependencies across work order events
User assignments and availability
Required tools, locations, and materials
Linked work orders within the same project
This provides a single source of truth for how work is planned and interconnected across the project.
Interactive Timeline Controls
The project schedule is fully interactive, allowing you to make updates directly on the timeline:
Drag tasks to adjust planned start dates or durations. Changes sync instantly with the underlying work order.
Create dependencies by dragging from one task to another. Dependencies are preserved automatically as tasks shift.
Double-click a task to edit assignees, dates, duration, or notes without leaving the schedule view.
These controls make it easy to explore different scheduling scenarios and keep work aligned as priorities change.
Conflict Awareness
The schedule highlights potential conflicts directly on the timeline, such as:
Overlapping user assignments
Tasks scheduled before their dependencies are complete
Surfacing these issues early allows teams to resolve conflicts before execution begins, reducing delays and rework.
Note: Project scheduling capabilities are currently available for Builds. We plan to bring these capabilities to Operations once parity with key scheduling features is achieved.