Projects Configuration

Manage projects at system level in the Projects section of Configuration. Only administrators and lead users can manage projects.

Creating a project

1. Navigate to Configuration > Projects
2. Click the “Create project” button (top right)
3. Fill in the form:
   • Project name: Give the project a clear name
   • Add project owner: Search for and select one or more owners
     • Search the list for a user and add them with the ”+ person” icon
     • You must add at least 1 project owner
     • Project owners can manage the project configuration
     • Project owners are automatically project members
4. Click “Save”

Important: Any user, regardless of their account type (administrator, lead user, or user), can be assigned as a project owner. Project owner is not a separate account type, but an assignment that grants extra rights for the specific project.

Projects table

The table shows all projects with:

• Project name
• Owner names
• Number of project members
• Actions (configure/edit/duplicate/archive/unarchive/delete)

Archived projects are hidden, but can be made visible via the Show archived projects checkbox.

Editing a project

1. Find the project in the table
2. Click the edit button
3. Change the project name or owners
   • Add new owners via the search field
   • Remove owners by clicking the remove button next to the name
   • You must keep at least 1 owner
4. Click “Save”

Duplicating a project

1. Find the project in the table
2. Click the duplicate button (folder with copy icon) on the project row
3. A window opens where you can choose what to duplicate
4. Optionally adjust the project name (by default ” copy” is appended to the original name)
5. Optionally adjust the project owners
6. Select which parts should be duplicated:
   • Project members: Checked by default. Copies all project members to the new project
   • Monitor: Copies all monitor templates. If you check this, Periods, Point objects, and Line objects are also duplicated automatically (because these are required for monitor templates)
   • Evaluation: Copies all evaluation templates. If you check this, Periods, Time slots, Point objects, and Line objects are also duplicated automatically (because these are required for evaluation templates)
   • Periods: Related to Monitor and Evaluation. Automatically checked when Monitor or Evaluation is selected
   • Time slots: Related to Evaluation. Automatically checked when Evaluation is selected
   • Point objects: Related to Monitor and Evaluation. Automatically checked when Monitor or Evaluation is selected
   • Line objects: Related to Monitor and Evaluation. Automatically checked when Monitor or Evaluation is selected
7. Click “Save” to duplicate the project

Note:

• Archived projects cannot be duplicated
• If you duplicate Monitor or Evaluation, the related parts (Periods, Objects, Time slots) are included automatically because they are required for the templates
• You can also duplicate only specific parts without copying Monitor or Evaluation templates

Archiving a project

1. Find the project in the table
2. Archive a project via the archive button (box with arrow down) on the project row

Archived projects:

• Are no longer visible in the default project list
• Linked templates are no longer visible to project members
• Retain all data and configurations
• Can be restored by checking “Show archived projects” and clicking the unarchive button (box with arrow up) on the archived project row

Deleting a project

1. Find the project in the table
2. Click the delete button
3. Confirm the deletion

Note: Deleting a project removes all associated data, configurations, and templates. This action cannot be undone.

Configuring a project

1. Click the “configuration” button (the first one with the gear icon) on the project row
2. Manage project members, periods, objects, and monitor and evaluation templates via the project configuration page

See Project configuration for details.

Tips for effective project management

1. Use clear names: Give projects logical names that indicate their purpose
2. Assign multiple owners: Ensure backup owners for continuity
3. Inform project owners: Let project owners know they have access to a new project and its configuration