Project Owner Onboarding

As a project owner you manage the configuration of one or more projects. This guide helps you set up and manage your projects.

Important: Project owner is not a separate account type, but an assignment. Any user (with account type administrator, lead user, or user) can be assigned as project owner of a project. Your account type determines your general access rights, while project owner gives you extra rights for specific projects.

Overview of your role

As a project owner you can:

• Edit project configuration (periods, objects, templates)
• Add and remove project members
• Create and edit monitor and evaluation templates
• Use all project functionality (evaluation, monitor, viewer)
• Not manage users or projects at system level

Typical workflow

As a project owner you usually follow this workflow:

1. Select project
   ↓
2. Add project members
   ↓
3. Configure periods
   ↓
4. Add objects (points and/or lines)
   ↓
5. Configure time windows (if needed for Evaluation templates)
   ↓
6. Create monitor templates
   ↓
7. Create evaluation templates
   ↓
8. Test and use templates

First steps

1. Select project

First select the project you want to work with. If you are owner of multiple projects, these steps can be followed for each project.

Steps:

1. Click Projects in the navigation bar on the left
2. Click configuration for the desired project
3. You are now in the project configuration

2. Add project members

Add team members who need access to the project.

Steps:

1. Go to Project configuration > Project members
2. Click “Add project member” (top right)
3. Search for the user in the search field
4. Select the desired user from the list and click the ”+ person” icon
5. The user is added as a project member

Tips:

• You can first configure the project and then add project members so they only get access when the project configuration is ready.

See Project Members Configuration for detailed instructions.

3. Configure periods

Periods define date ranges used for evaluations and monitoring.

Steps:

1. Navigate to Project configuration > Periods
2. Click “Add period”
3. Fill in the details:
   • Period name (for example “Summer 2024”)
   • Start date and end date
   • Select weekdays (which days should be included)
4. Click “Save”

Tips:

• Create both analysis and reference periods
• Use clear names that indicate what the period represents
• Ensure periods are logical for comparisons

See Periods Configuration for detailed instructions.

4. Configure objects

Objects are the locations (points or lines) you want to monitor or evaluate.

Point objects:

• These can be counting points for intensity measurements or for speed measurements
• Type: “Intensity” / “Speed”

Line objects:

• Routes for travel time analyses
• Consist of one or more line segments
• Type: “Travel time”

Steps:

1. Navigate to Project configuration > Objects
2. Choose the + Create button for the object type (Point or Line) to be added
3. Add objects via the map or using the ID via the input field
4. Give objects clear names

See Object Configuration for detailed instructions.

5. Create templates

Templates define how monitoring and evaluations are performed.

Monitor templates:

• Define which objects and charts are shown

See Monitor Configuration for detailed instructions

Evaluation templates:

• Point evaluation: Compares intensities between periods and calculates KPIs
• Line evaluation: Compares flow between periods and calculates KPIs

See Evaluation Configuration for detailed instructions.

Next steps

After configuring your project:

1. Test templates: Open evaluation and monitor templates to check that everything works
2. Inform project members: Let project members know which templates are available
3. Run evaluations: Use your templates to evaluate traffic data
4. Set up monitoring: Use monitor templates for real-time monitoring
5. Maintenance: Keep templates and configurations up to date

Best practices

1. Use logical periods: Ensure analysis and reference periods are comparable
2. Configure realistic KPI limits: Base limits on practical experience
3. Document templates: Give templates clear names that indicate what they evaluate
4. Test templates: Open templates to check that everything works correctly
5. Use consistent objects: Select objects that logically belong together
6. Communicate with project members: Let project members know which templates are available

See also:

• User onboarding - To understand what project members can do
• Monitor module - For monitoring functionality
• Evaluation module - For running evaluations