'Projects' in are like folders. Projects contain all the specifications for the job and team members working to deliver them. When you log into the platform, the home page is split into two tabs: ‘My projects’ and ‘All projects’.
The ‘My projects’ tab shows you all the projects that you are a member of.
The All projects tab shows all active projects that have been set up by the organization.
- The ‘All projects’ tab displays every project that the organization has in the platform, apart from:
- Deleted projects.
- The ‘All projects’ tab contains a grid of information about the projects:
- *Title.
- *Code.
- Client.
- Nature.
- Category.
- *Location.
- Admins – the user(s) that are the administrators of the project.
- Your role – this is your role on that project.
*Indicates project details that will be displayed as 'Confidential' when the project is marked as a confidential project.
Related: Confidential projects.
- If you have a role on a project, you can open it from here. The Project title will be a hyperlink on projects you have a role on.
- You can see who the administrator(s) of each project is, even if you have no role in the project.
- You can see which projects are using which code.
- The grid is sortable and searchable.
Make me an admin
Organization administrators can use the ‘Make me an admin’ command. This means that they can join projects as an administrator. This allows org admins to see who else is a member of a project and what it contains. It allows org admins to add/ remove members in the event that the existing project admins are away (for example, on holidays or due to sickness, etc.).
- Org admins can join projects that they have no role on. They automatically become a project administrator without the need to go through any invitation process.
- Org admins with non-project admin roles can automatically raise their role to project administrator.
Steps to make me an admin:
- Go to the ‘All projects’ (or ‘All masters’) tab.
- Find the project that you want to join.
- Click on the menu icon to the right of the ‘Your role’ column.
- Please note: the menu is only displayed to users who are org admins and do not already have an administrator role on the project/ master.
- Click on ‘Make me an admin’.
- A confirmation message is displayed to confirm that the action has been completed.
- The grid will update, and the project title will become a hyperlink to open the project/ master.
‘All projects’ is not visible to guests
Guests only see the ‘My projects’ tab. The ‘All projects’ tab is hidden from guests.
Guests are defined as users who have a role in a project but are not organization users. They are intended as third-party external collaborators, such as manufacturers or consultants.
Related articles:
Inviting someone to collaborate on a project
Collaboration roles and permissions - Projects & master folders
Roles and permissions - for the specification platform