Project is a series of tasks performed by users and groups in a specific order to reach a definite pre-defined outcome. The number of resources required to run a project varies according to its scope and complexity.
In the case of Projects, you can
- Search, Add, Edit, Export, and Delete a Project
- Add Users and Groups to the Project
- Edit Access Control of the Project
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| - Hover over any project and click on the project. You are navigated to the edit project page. In the top-right corner you see the following buttons:
- Export Project
- Save Project
- Delete Project
- You can use these functionalities as required.
|
The image below shows the contents below the Projects tab.
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The following table explains various fields on the Projects tab.
Field/Icon | Description |
---|
| Projects KPI Card - Gives the count of the current number of projects in the Tenant
- Click to see the contents in the Projects List tab
|
Projects (Number) | Projects List Tab - View a list and number of all projects present in the selected Workspace of the Tenant
- Details for each Project:
- Name
- Description
- The name of the project creator
- Date and Time of creation
|
Workspace Drop-down | Select a workspace whose projects you want to see in the list. |
Search Project | - Click to search for any project.
- Partial names are allowed for searching.
- A list of project names matching the search string is populated as you start typing.
|
Add New Project | - Click to add a new project
- Navigates you to the Add Project page
|
| Menu Icon - Click to
- Edit a project
- Edit Access Control to a project
- Export a project
- Delete a project
|
Adding a New Project
To add a project,
- In the Project tab, click Add New Project on the extreme right. The Add Project page is displayed. It contains two sections, viz: Project Details and Access Control.
- In the Project Details section, add Project Name and Description.
- From the Workspace drop-down, select the Workspace to which you want to add the project.
- Click Add in the top-right corner. The newly created Project appears in the projects list on the Contents page.
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Searching for a Project
Searching for a project from a long list can be time-consuming. The Search Project field helps to search for your desired project quickly.
To search for a project,
- In the Projects tab, click inside the Search Project field.
- Type the name of the project you want to search.
Partial names are allowed for searching. A list of project names matching the search string is populated as you start typing.
Editing a Project
To edit a project,
- Hover over the project you want to edit,
- Click anywhere on the highlighted row and click Edit Project on the next page.
- Click on the menu icon (
) and click Edit. You are navigated to the Edit Project page.
- Make changes to the Project Name and Description as required.
- Click Save in the top-right corner. The updated project appears in the projects list on the Contents page.
 Notes:
| While editing a project, the Workspace field is DISABLED. You cannot change the Workspace of a project. |
Adding Users and Groups to a Project
As an administrator, you can add users and groups to a project. You can identify a user or a group from their icons.
To add a user or a group,
- In the Project tab, search and navigate to the required Workspace.
- Click anywhere on the highlighted row and click Edit Project on the next page. Alternatively, click on the menu icon (
) and click Edit Access Control. You are navigated to the Edit Project page. - Click Add Users/Groups on the extreme right in the Access Control section. The Add Users/Groups page is displayed.
- Click the Search/Select drop-down.
- To select the users and groups,
- Scroll down the list and add users or groups as required by selecting the corresponding checkboxes or
- Type the names of users or groups you want to select in the search field or
- Select the Select All check box for all users and groups.
- After you have selected the required users and groups, click Add. The added users and groups list is displayed in the Access Control section.
- Click Save in the top-right corner. The selected users and groups are added to the project.
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Providing Access To Project
As an administrator, you can control a user's (or group's) access to a project. By default, access to a project gives access to the following entities.
- Workbook
- Workflow
- Dashboard
The access to datasets is separately managed.
You can give access to modify, view, and delete a project. Also, you can deny any of these accesses to users or groups.
You can provide access to users and groups while
- Follow steps 1 to 6 in Adding Users and Groups to a Project.
- Select the access permission checkboxes for the controls you want to provide.
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- Alternatively, to provide identical access controls to all the selected users and groups, select the access permission checkboxes directly on the Add Users/Groups page.
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- Click Save in the top-right corner. The access controls are applied to the selected users and groups.
 Notes:
| In the Access Control section, you can identify a - User by the email address in the Email column
- Group by name in the Email column (a group cannot have an email address
|
Removing Access Control For Project
As an administrator, you can control a user's or group's access to a project. You can remove the access to modify, view, and delete a project.
You can remove access to users and groups while editing an existing project.
To remove access,
- In the Project tab, select the Workspace to which your project belongs.
- Search and navigate to the required project.
- Click anywhere on the highlighted row and click Edit Project on the next page. Alternatively, click on the menu icon (
) and click Edit Access Control. You are navigated to the Edit Project page. - As required, in the Access Control section, clear the checkboxes for Modify, View, and Delete options for the user/group. The individual user's or group's access permissions are removed.
- If you want to remove a user or group from the list, hover over the user/group and click the Delete icon (
) on the extreme right. - Click Save in the top-right corner. The modified selections are saved for the project.
Exporting a Project
Exporting a project is saving the project on your system. The exported project is saved in a .DAT file format. This project can be used again by importing it into rubiscape.
To export a project,
- In the Project tab, select the Workspace to which your project belongs.
- Search and navigate to the required project.
Click anywhere on the highlighted row and click Export on the next page. Alternatively, click on the menu icon (
) and click Export. The project is saved to your default download folder.
- Select the destination folder, and then click Save.
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| You might be prompted to select the location based on your browser settings. |
Deleting A Project
As an administrator, you can delete a project that is no longer required.
 Warning:
| - This action cannot be reverted.
- All project files (workbooks, workflows, and dashboards) and their datasets are deleted when you delete a project.
|
To delete a project,
- In the Project tab, select the Workspace to which your project belongs.
- Search and navigate to the required project.
- Hover over the project you want to delete,
- Click anywhere on the highlighted row and click Delete Project on the next page.
- Click on the menu icon (
) and click Delete. A confirmation message to delete the project pops up.
- Click Delete on the message. The project is deleted, and a confirmation message is displayed.