Viewing and Working with Projects

TABLE OF CONTENTS

• Basic Project Options
• Project Layout
• Key Takeaways

When you select a project from the Project List, the project’s content becomes visible. The information and options available within a project depend on how the project template was configured. Each template may include different modules, phases, and details, but all projects follow the same basic structure.

Basic Project Options

Every project typically includes the following core elements:

1. Project Title – The name of the project as defined in its setup.

2. Project Modules – Functional sections of the project that can be enabled or disabled through the Template Builder.

   • See the Project Modules section for a complete list.

3. Project Stage-Gates/Phases – The stages or lifecycle phases the project passes through.

4. Version History – A record of past versions of the project, allowing users to review or restore previous states.

5. Project Tabs – Navigation tabs that provide quick access to various project details.

6. Project Information – Displays core project details such as description, objectives, or configured metadata.

7. Edit Project – Allows users to modify project details and save those changes as a new version for audit and tracking purposes.

Tip: The exact features available depend on how the project template has been set up by your system administrator.

Project Layout

Projects are organized into modules, which appear on the left-hand side of the project screen. These modules are determined by the template used when the project was created.

Key Takeaways

• Each project’s content is defined by the template it was created from.
• Core options like title, stages, and version history are always available.
• Modules extend functionality and can be customized per template.
• Users can update project details and save changes as new versions to maintain a full history.