Projects

Prerequisites

• Access Level: Sub-admin, Admin.
• Permission Requirements:
• . Basic Project Interaction
  • View projects they are a member of
  • View other members in projects they are a member of
  • View all security requirements in the system
  • View all security levels in the system
  • View own security requirement certifications
  • Classify resources with projects they are active in
• . Project Management
  • Declassify resources tagged with projects they manage
  • Create subprojects of projects they manage
  • Edit metadata for projects they manage
  • Delete projects they manage
  • Add users to projects they manage
  • Edit memberships in projects they manage
  • Remove users from projects they manage
  • View all security requirement certifications in the system
  • Certify users for security requirements
  • Edit user certifications for security requirements
  • Delete user certifications for security requirements
• . Project Administration
  • View all projects in the system
  • Arbitrarily tag resources with any project
  • Create root-level projects
  • Arbitrarily edit any project
  • Arbitrarily delete any project
  • View memberships for every project in the system
  • Arbitrarily add users to any project
  • Arbitrarily edit any project membership
  • Arbitrarily remove users from any project

Access Projects from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.

View Projects from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to view.
5. Click the View button in the top right panel.
6. In the left panel, view the project's name, tag, description, security levels, creation & last modified date, managers, members and tagged drives.

View Subprojects from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to view its subprojects.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. View all subprojects in the list.

Create a Top-Level Project from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Click the Create new top-level project button in the top right panel.
5. In the pop-up, enter the project name, tag text & color, optional security level, principal investigator and description.
6. Click Create.

note

Upon project creation, you may encounter additional mandatory or optional fields set by your admin.

Create a Subproject from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project from which you want to create a subproject.
5. Click the Open Full Menu button in the top right panel.
6. Select Create subproject.
7. In the pop-up, enter the project name, tag text & color, optional security level, principal investigator and description.
8. Click Create.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project from which you want to create a subproject.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Click the Create new subproject button in the top right panel.
8. In the pop-up, enter the project name, tag text & color, optional security level, principal investigator and description.
9. Click Create.

note

Upon subproject creation, you may encounter additional mandatory or optional fields set by your admin.

Create a Subproject from a Subproject in Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject from which you want to create a new subproject.
5. Click the Open Full Menu button in the top right panel.
6. Select Create subproject.
7. In the pop-up, enter the project name, tag text & color, optional security level, principal investigator and description.
8. Click Create.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject from which you want to create a new subproject.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Click the Create new subproject button in the top right panel.
8. In the pop-up, enter the project name, tag text & color, optional security level, principal investigator and description.
9. Click Create.

Add User(s) to a Project from Management

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to add member(s) to.
5. Click the Manage member(s) button in the top right panel.
6. In the pop-up, enter the user name(s), optional expiration date in the project, role, restrictions, and expiration update attempt.
7. Click Save.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to add member(s) to.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Click the Add users to the project button in the top right panel.
8. In the pop-up, enter the user name(s), optional expiration date in the project, role, restrictions, and expiration update attempt.
9. Click Save.

note

If no expiration date is set, the user will have indefinite membership in the project.

Certify Member(s) for a Project from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project for which you want to certify member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Click the Certify user(s) for a security requirement button in the top right panel.
8. In the pop-up, enter the security requirement, user name(s), certification expiration date, and update attempt.
9. Click Certify.

info

The difference between adding users to projects and certifying users for projects lies in the project type. Projects can have members when added, but the projects with security levels and requirements must have certified members.

Assign a Project to Sub-Admin(s) from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project you want to assign to sub-admin(s).
5. Click the Assign to Subadmin(s) button in the top right panel.
6. In the pop-up, enter the sub-admin's name(s).
7. Click Assign.

info

Other methods to assign a project to sub-admin(s) are the following:

• Create a Managed Object.
• Assign a Project to Sub-Admin.

Assign Subproject(s) to Sub-Admin(s) from Management

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject(s) you want to assign to sub-admin(s).
5. Click the Assign to Subadmin(s) button in the top right panel.
6. In the pop-up, enter the sub-admin's name(s).
7. Click Assign.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject you want to assign to sub-admin(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Select the subproject(s) you want to assign to sub-admin(s).
8. Click the Assign to Subadmin(s) button in the top right panel.
9. In the pop-up, enter the sub-admin's name(s).
10. Click Assign.

Edit a Project from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to edit.
5. Click the Open Full Menu button in the top right panel.
6. Select Edit.
7. In the pop-up, edit the project name, tag text & color, optional security level, principal investigator and description.
8. Once done, click Update.

Edit a Subproject from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject to edit.
5. Click the Open Full Menu button in the top right panel.
6. Select Edit.
7. In the pop-up, edit the subproject name, tag text & color, optional security level, principal investigator and description.
8. Once done, click Update.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject to edit.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Select the subproject you want to edit.
8. Click the Open Full Menu button in the top right panel.
9. Select Edit.
10. In the pop-up, edit the subproject name, tag text & color, optional security level, principal investigator and description.
11. Once done, click Update.

Edit Project Member(s) from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to edit its member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to edit.
8. Click the Open Full Menu button in the top right panel.
9. Select Edit.
10. In the pop-up, untick the boxes Keep expiration, role and restrictions unchanged as needed.
11. Edit the members' membership expiration, role and restrictions.
12. Once done, click Save.

Edit Subproject Member(s) from Management

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject to edit its member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to edit.
8. Click the Open Full Menu button in the top right panel.
9. Select Edit.
10. In the pop-up, In the pop-up, untick the boxes Keep expiration, role and restrictions unchanged as needed.
11. Edit the members' membership expiration, role and restrictions.
12. Once done, click Save.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the parent project to edit its subproject member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Select the subproject for which you want to edit its member(s).
8. Click the Open Overlay button in the top right panel.
9. In the new window, under the Members section, click the Members card in the left panel.
10. Select the member(s) you want to edit.
11. Click the Open Full Menu button in the top right panel.
12. Select Edit.
13. In the pop-up, untick the boxes Keep expiration, role and restrictions unchanged as needed.
14. Edit the members' membership expiration, role and restrictions.
15. Once done, click Save.

Edit and Renew Project Member's Certification from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project for which you want to edit and renew members certifications.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the project member you want to edit and renew certification.
8. Click the Open Full Menu button in the top right panel.
9. Select Edit/Renew.
10. In the pop-up, untick the box Never expires if needed.
11. Update the membership expiration date.
12. Click Save.

Edit and Renew Subproject Member's Certification from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject for which you want to edit and renew members certifications.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the subproject member you want to edit and renew certification.
8. Click the Open Full Menu button in the top right panel.
9. Select Edit/Renew.
10. In the pop-up, untick the box Never expires if needed.
11. Update the membership expiration date.
12. Click Save.

Mark Project Member's Certification(s) as Expired from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project for which you want to mark member's certification(s) as expired.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the project member certification(s) you want to mark as expired.
8. Click the Open Full Menu button in the top right panel.
9. Select Mark as expired.
10. In the pop-up, click Mark expired.

note

• Mark Expired certifications will display dates in red.
• Certificates without an expiration date cannot be marked as expired.

Mark a Subproject Member's Certification(s) as Expired from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject for which you want to mark member's certification(s) as expired.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the subproject member certification(s) you want to mark as expired.
8. Click the Open Full Menu button in the top right panel.
9. Select Mark as expired.
10. In the pop-up, click Mark expired.

Make an Announcement in a Project from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project for which you want to make an announcement.
5. Click the Open Full Menu button in the top right panel.
6. Select Make an announcement.
7. In the pop-up, enter your message for the project members.
8. Click Send.

Make an Announcement in a Subproject from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject for which you want to make an announcement.
5. Click the Open Full Menu button in the top right panel.
6. Select Make an announcement.
7. In the pop-up, enter your message for the subproject members.
8. Click Send.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the parent project of your subproject.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Select the subproject where you want to make an announcement.
8. Click the Open Full Menu button in the top right panel.
9. Select Make an announcement.
10. In the pop-up, enter your message for the subproject members.
11. Click Send.

Bulk Email Project Members from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project to bulk email its member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to bulk email.
8. Click the Open Full Menu button in the top right panel.
9. Select Bulk Email.
10. In the pop-up, click Copy to copy the emails or click Download to download the emails.
11. Once done, click Close.

Bulk Email Subproject Members from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject to bulk email its member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to bulk email.
8. Click the Open Full Menu button in the top right panel.
9. Select Bulk Email.
10. In the pop-up, click Copy to copy the emails or click Download to download the emails.
11. Once done, click Close.

Delete a Project from Management

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project you want to delete.
5. Click the Open Full Menu button in the top center panel.
6. Click Delete.
7. In the prompt, click Delete project.

Delete a Subproject from Management

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject you want to delete.
5. Click the Open Full Menu button in the top center panel.
6. Click Delete.
7. In the prompt, click Delete project.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the parent project of your subproject.
5. Click the Open Overlay button in the top right panel.
6. In the new window, under Properties section, click the Subprojects card in the left panel.
7. Select the subproject you want to delete.
8. Click the Open Full Menu button in the top center panel.
9. Click Delete.
10. In the prompt, click Delete project.

Delete Project Member(s) from Management

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project from which you want to delete member(s).
5. Click the Manage member(s) button in the top right panel.
6. In the pop-up, click Delete next to the member(s) you want to delete.
7. Click Save.
8. In the pop-up, click Delete Membership(s)

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project from which you want to delete member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to delete.
8. Click the Open Full Menu button in the top right panel.
9. Select Delete.
10. In the pop-up, click Delete Membership(s).

Delete Subproject Member(s) from Management

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject from which you want to delete member(s).
5. Click the Manage member(s) button in the top right panel.
6. In the pop-up, click Delete next to the member(s) you want to delete.
7. Click Save.
8. In the pop-up, click Delete Membership.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject from which you want to delete member(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Members card in the left panel.
7. Select the member(s) you want to delete.
8. Click the Open Full Menu button in the top right panel.
9. Select Delete.
10. In the pop-up, click Delete Membership.

Delete Project Member's Certification(s) from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the project for which you want to delete members certification(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the project member certification(s) you want to delete.
8. Click the Open Full Menu button in the top right panel.
9. Select Delete.
10. In the pop-up, click Revoke.

Delete Subproject Member's Certification from Management

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Projects in the left panel.
4. Select the subproject for which you want to delete members certification(s).
5. Click the Open Overlay button in the top right panel.
6. In the new window, under the Members section, click the Member Certifications card in the left panel.
7. Select the subproject member certification(s) you want to delete.
8. Click the Open Full Menu button in the top right panel.
9. Select Delete.
10. In the pop-up, click Revoke.