Project Management

You can view the project management once you click on a particular project name, here you will be provided with an entire summary of the project you are working on.

Set Goals:

On the project management page, you can now set a goal according to your analysis within the project based on Flagging, rating, comments, custom fields, and categories that you have created within the project. This Goal icon allows you to track the progress of your analysis within the project. If you select to track your progress based on Flagging for example, then a percentage out of the 100 % of records will be visible, meaning what percentage of records have been flagged within the project, so the same logic will be applicable for the rest of the fields available for setting goals.

Status:

Here you can tag your projects based on what is the current status of that particular project. So, you can select from either of the options, i.e. in progress, To-do, and Completed. This feature helps you to understand the position or the progress level of your project.

Due Date:  

Now you can also set a due date for your ongoing projects. This will also help the shared users to view the deadline of the ongoing projects.

Summary: 

Once you open a project, under the summary you can view all the users with whom you have shared your project and also view the summary as to what all changes have been done.

In the Summary you will be able to view, how many records have been added by you and via alert (if you have set an alert for the same), how many records have been modified this is the total including the flagging, rating, comments, custom fields, and categories., likewise how many records have been flagged, rated, commented upon, categorized or for what number records any custom fields data has been added and also if there are any records that you have deleted within the project.

Project Activity stream:

You can also view the Project Activity stream within the management page, giving you an instant view of this will show the percentages of flagging, rating, comments, and categorization and also shows the custom fields made. So, if you have shared the project with your colleagues then by clicking on the changes made by them you can directly go inside the project and view the changes done.

Project Settings:

Now you will be able to view all the project setting options on the project management page itself. You can see the different subprojects you have created within your main Project, the project Add history, Project settings, Patent dashlets, Project files, categories, and rules.

Project Sharing:

You can now share a particular project or subproject from the project management page itself.

Once you click on a project name, you will be redirected to the project management page. On the project management page, right next to the Open Project you can view the share icon. Rest all the steps for sharing the projects/subprojects remain the same.

For Subprojects, you will be able to see a similar interface as the main project. Under the project settings, you can view the Project add history tab which displays how the records got added to the subproject and the Project files tab which shows if any data has been imported within the subproject.