Resources by Project

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
• . Project Management
  • 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 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

View a Resource by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource you want to view.
5. Click the View button in the top right panel.
6. In the left panel, view the project name, tag, description, parent project, security level, personal investigator, creation date, project managers, members, and drives.

Open Overlay of a Resource by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource for which you want to open the overlay.
5. Click the Open Overlay button in the top right panel.
6. In the window, view the project Members, Member Certifications, Subprojects and Security Requirements.
7. Click Close to exit.

Add Member(s) to a Project from Resources by Project

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to which you want to add members.
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Members section.
7. Click Add users to the project in the top right panel.
8. In the pop-up, under Select item enter the user name(s) to add to the project.
9. Scroll down and enter their optional expiration date in the project, role, restrictions, and expiration update attempt.
10. Once done, click Save.

note

Use the Undo button if an unintended user was added to the project.

Create a Subproject from Resources by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to create a subproject.
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Subprojects section.
7. Click Create new subproject in the top right panel.
8. In the pop-up, enter the subproject name, tag text & color, optional security level, description and due date.
9. Click Create.

Edit Security Level in Project from Resources by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to edit the security level.
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Security levels section.
7. Click Edit security level in the top right panel.
8. In the pop-up, edit the name, requirements and description.
9. Once done, click Update.

tip

You can remove and add new security requirements while keeping the security level intact.

Edit Security Requirements in Project from Resources by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to edit security requirements.
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Security levels section.
7. Select the security requirement to edit.
8. Click Edit in the top right panel.
9. In the pop-up, edit the name, description, certification expiration and lifespan.
10. Once done, click Update.

Certify User(s) in Project from Resources by Project

bulk-action

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to certify user(s).
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Security levels section.
7. Select the security requirement to certify user(s).
8. Click Certify user(s) in the top right panel.
9. In the pop-up, enter the user name(s) to certify, expiration date and attempt to update certification.
10. Click Save.

Method two:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to certify users.
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Member Certifications section.
7. Click Certify user(s) for a security requirement in the top right panel.
8. In the pop-up, enter the requirement, user name(s) to certify, expiration date and attempt to update certification.
9. Click Certify.

note

Tick the Never expires box to make project members' certificates active indefinitely.

Delete a Security Requirement(s) from Project via Resources by Project

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to delete security requirement(s).
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Security levels section.
7. Select the security requirement(s) to delete.
8. Click Delete in the top right panel.
9. In the prompt, click Delete.

caution

You can only delete a security requirement if no security level or member is using it.

Assign a Project Resource(s) to Sub-Admin(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource(s) 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 name(s) to assign the project resource(s).
7. Click Assign.

Assign a Subproject Resource(s) to Sub-Admin(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the subproject resource(s) to assign to sub-admin(s).
5. Click the Open Overlay button in the top right panel.
6. In the window, navigate to Subprojects section.
7. Select the subproject resource to assign to a 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 name(s) to assign the subproject resource(s).
10. Click Assign.

Edit a Project Resource

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

Make a Project Announcement from Resources by Project

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project 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.

Delete a Project Resource

Method one:

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click the Resources by Project in the left panel.
4. Select the project resource to delete.
5. Click the Open Full Menu button in the top right panel.
6. Select 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 Resources by Project in the left panel.
4. Select the project resource to delete.
5. Click the Open Overlay button in the top right panel.
6. Click Delete in the top left panel.
7. In the prompt, click Delete project.

caution

You can only delete a project resource if no member is using it and no subprojects are attached.