Managing Projects

A project is a collection of related workbooks. People browsing the server can find projects by clicking the Projects link in the navigation area on the left side of the page. They can also search for a specific project or filter and sort lists by project. Projects are useful for collectively setting permissions on all of the workbooks in the project. Only administrators can create new projects, however, users and groups can be assigned the Project Leader permission role. The Project Leader role allows a user or group administrative access to all of the workbooks contained in the project including the ability to specify project permissions. You can add, delete, and set permissions for projects on the Projects administration page, which shows a list of all projects on the server. In addition, you can move workbooks into projects from any list of workbooks.

To see a list of all projects on the server:

 

Add Projects

You can add as many projects to the server as you want.

To add a project:

  1. Click the Add Project link at the bottom of the project list.

    projects2.png

  2. Type a name and description for the project and click Add Project. You can include formatting and hyperlinks in the project description.

    projects3.png

  3. Click the Return to Projects  link to return to the list of projects.

 

Specify Project Permissions

Administrators and Project Leaders can specify project permissions. When you create a new project, it is given the same permissions as the default project. You can specify permissions for the project to allow or deny individual users and groups permission to access the project.

To specify project permissions:

  1. Select the project in the project list.

  2. Click the Set Permissions link on the Actions toolbar along the top of the list.

  3. Add or edit the permissions for the project. Refer to Setting Permissions to learn more about how to add and edit permissions.

    projects4.png

 

The permissions you specify apply to the project itself. Any permissions set on the workbooks and views contained in the project are not affected. However, you have the option to assign the project permissions to all of the workbooks and views contained in the project. In that case, the new permissions override the existing permissions on the workbooks and views. For example, say there are several workbooks that have each been published with custom permissions. Then you group the workbooks into a new project with a new permission set. You can apply the new permissions to each of the three workbooks by clicking the Assign Permissions to Contents link on the Set Permission page.

 

Delete Projects

Only administrators can delete projects. When you delete a project, all of the workbooks and views that are part of the project are also deleted from the server.

 

To delete a project:

 

  1. Select the project in the project list.

  2. Click Delete on the Actions toolbar along the top of the list.

  3. Click OK in the warning dialog box.

    projects5.png

 

Note: The default project cannot be deleted, even if you have been granted permission to delete this project.

 

Move Workbooks into Projects

All workbooks must be part of a project. By default, workbooks are added to an automatic project called default. After you've created your own projects you can move workbooks into them from any list of workbooks.

 

You can move workbooks into projects if you have an Interactor license level and at least one of the following is true:

 

To move a workbook into a project:

  1. Click the Actions link at the top of a list of workbooks.

    projects6.png

  2. Select one or more workbooks to move.

  3. Click the Move To link in the Actions toolbar along the top of the list.

  4. Select a project to move the workbook into.

    projects7.png

 

Note: Because all workbooks must be part of a project, you can remove a workbook from a project by moving it to the default project. Each workbook can only be part of a single project.