Projects

Prerequisites

Access Level:User, 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 own security requirement certifications
  • Classify resources with projects they are active in
• . 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
  • Certify users for security requirements
• . Project Administration
  • View all projects in the system
  • 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

Access Projects in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. View all projects you are a member of.

Confirmations, Errors & Solutions

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Failed to View Projects Tab in Vault

You cannot view the projects tab in the right panel in your vault.

Ask Admin for Project Viewing Permissions

Ask your admin to grant you permissions to access your projects in your vault.

To Project Manager

To allow a user to access their project(s):

1. In the Management section, click the Users section in the left panel.
2. Select the appropriate user to update permissions.
3. Click the Open Overlay button in the top right.
4. In the new window, go to the Manual permission management section.
5. Under Basic Project Interaction section, tick the View projects they are a member of permission.
6. Once done, click Close.

View Project Details in the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to view.
4. Select Open overlay.

Confirmations, Errors & Solutions

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Infinite Loading in Project Details

Fetching information from the server... (infinite load)

Ask Admin for Project Details Permissions

Ask your admin to grant you permissions to view your projects details in your vault.

To Project Manager

Prerequisites

• Ensure the user is a project member.
• Ensure the project member satisfies all project security requirements.
• Check the user's permissions in project.

To allow a user to view the projects' details:

1. In the Management section, click the Users section in the left panel.
2. Select the appropriate user to update permissions.
3. Click the Open Overlay button in the top right.
4. In the new window, go to the Manual permission management section.
5. Under Basic Project Interaction section, tick the following permissions:

View projects they are a member of.
View other members in projects they are a member of.
View own security requirement certifications.
6. Once done, click Close.

Switch Between Projects' Tree-View and List-View from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Tree view button in the top right panel.
4. View the projects in tree-view.
5. Click the Tree view button in the top right panel.
6. View the projects in list-view.

Create a New Project from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Create top-level project button in the top right panel.
4. In the pop-up, enter the project name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
5. Click Create.

info

• PI stands for Principal Investigator.
• Newly created projects become available after you re-login.

Confirmations, Errors & Solutions

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Created Project Successfully

Created project (available upon re-login).

Cannot Find Newly Created Project/Subproject

You cannot find the new project in your Vault or Management tabs after creation.

Ensure You Re-login After Project/Subproject Creation

Re-login to view the newly created project/subproject.

Refused to Enter Project Name

You must enter a name.

Enter Project Name

Enter the project name in the Name field in the Create new project prompt.

Refused to Enter Project Tag Name

Must be at least one character.

Enter Project Tag Name

Enter at least one character for the project tag name in the Tag Text field in the Create new project prompt.

Refused to Enter Project Expiration Date

You must provide a value.

Enter Project Expiration Date

Enter the project expiration date in the DATE DUE field in the Create new project prompt.

Cannot View the Create Top-level Project Botton

You cannot find the Create top-level project button in the top right panel in the Vault.

Ask Project Creation Permissions from Admin

Ask your admin to give you project creation permissions. Additionally, ask for subproject creation permission as needed.

To Admin

To allow project members to create new projects/subprojects:

1. In the Management tab, click the Users section in the left panel.
2. Select the appropriate user to update permissions.
3. Click the Open Overlay button in the top right.
4. In the new window, go to the Manual permission management section.
5. Under Basic Project Interaction section, tick the View projects they are a member of and Classify resources with projects they are active in permissions.
6. Under Project Administration section, tick the Create root-level projects permission.
7. Optionally, under Project Management section, tick the Create subprojects of projects they manage permission.
8. Once done, click Close.

Add New Members to a Project from the Vault

bulk-action

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to add new members to.
4. Select Manage member(s).
5. In the pop-up, enter the new members' name(s), optional membership(s) expiration, role, restrictions and membership renewal.
6. Click Save.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to add new members to.
4. In the new window, select the Members section in the top left panel.
5. Click the Add users to the project button in the top right panel.
6. In the pop-up, enter the new members' name(s), optional membership(s) expiration, role, restrictions and membership renewal.
7. Click Save.

caution

New project members must have the appropriate certifications to view project-tagged resources.

Confirmations, Errors & Solutions

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Added New Project Members

Add user-name to project-name (total-add-time).

Unable to View Project Members Table: Missing Permissions

Error Loading Table failed: Unable to perform action, missing permissions.

Ask the Project Manager to Grant you Permissions

To view project members in project, you must ask the project manager to allow you to view the other project members.

To Project Manager

To allow project members to view the project members table:

1. In the Management tab, click the Users section in the left panel.
2. Select the appropriate user to update permissions.
3. Click the Open Overlay button in the top right.
4. In the new window, go to the Manual permission management section.
5. Under Basic Project Interaction section, tick the View other members in projects they are a member of permission.
6. Once done, click Close.

Unable to Add New Project Members

Failed to add user-name to project-name: Must be a manager (SubAdmin or above) to execute.

Ask Your Project Manager to Add New Project Members

To add new project members, you must ask the project manager to either change your role to sub-admin (project manager) or to add new members for you.

Edit Project Details from the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to edit.
4. Select Edit.
5. In the pop-up, edit the project & tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Update.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to edit.
4. In the new window, click the Edit project button in the top left panel.
5. In the pop-up, edit the project & tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Update.

Confirmations, Errors & Solutions

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Updated Project Confirmation

Updated project-name.

No Changes In Project

No changes made.

Failed To Update Project Details

Failed to update: Must be a manager (SubAdmin or above) to execute.

Ask the Project Manager to Change Your Role

Ask the project manager to change your user role to Sub-Admin, or have them edit the project details for you.

To Project Manager

To allow project members to edit projects, you must perform the following actions:

1. In the Management tab, click the Users section in the left panel.
2. Select the appropriate user to update permissions.
3. Click the Open Overlay button in the top right.
4. In the new window, go to the Manual permission management section.
5. Under Project Administration section, tick the Arbitrarily edit any project permission.
6. Once done, click Close.

*Additionally, ensure the user has Sub-admin role or above (Admin or Super-Admin).

Edit Project Members' Details from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project whoose members you wish to edit.
4. In the new window, select the Members section in the left panel.
5. Select the member(s) you wish to edit.
6. Click the Open Full Menu button in the top right panel.
7. Select Edit.
8. In the pop-up, edit the user's membership expiration, role in the project and restrictions.
9. Click Save.

info

When bulk editing project members' details in the pop-up, untick the following boxes to apply changes.

• . Keep expiration unchanged.
• . Keep role unchanged.
• . Keep restrictions unchanged.

Confirmations, Errors & Solutions

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Updated Project Restrictions

Update total-projects-updated project(s) restrictions (total-updating-time).
Update total-project-memberships-updated project memberships (total-updating-time).

Assign a Project to Sub-Admin(s) from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to assign to a subadmin.
4. Select Assign to subadmin(s).
5. In the pop-up, enter the subadmin name(s) you want to assign the project to.
6. Click Assign.

Confirmations, Errors & Solutions

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Assingned Project To Sub-Admin

Assigned user-name to project/subproject-name (total-assigning-time).

Unable to Find the Sub-admin Name

Unable to view the appropriate sub-admin name in the Assign to sub-admin prompt.

Promote User to Sub-Admin

You must change the user role to sub-admin role. Alternatively, you can ask the project manager to change the user role to sub-admin.

To Project Manager
To change user role to sub-admin follow the steps in in Change Role of User(s) in Management.

Create a Sub-Project in the Vault

Method one:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to create a subproject from.
4. Select Create subproject.
5. In the pop-up, enter the subproject name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
6. Click Create.

Method two:

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to create a subproject from.
4. In the new window, select the Subprojects section in the left panel.
5. Click the Create new subproject button in the top right panel.
6. In the pop-up, enter the subproject name, tag name, tag color, optional security level, PI, description, custom fields and expiration date.
7. Click Create.

Confirmations, Errors & Solutions

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Created Subproject Successfully

Created project (available upon re-login).

Make an Announcement in the Project from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project where you wish to make an announcement.
4. Select Make an annonuncement.
5. In the pop-up, enter the message for the members of the project.
6. Click Send.

Confirmations, Errors & Solutions

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Made An Announcement Successfully

user-name sent a message to project/subproject-name.

Message sent.

Delete a Project from the Vault

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the Open Full Menu button by the project you wish to delete.
4. Select Delete.
5. In the pop-up, click Delete project to confirm.

caution

Projects with active members or subprojects cannot be deleted. You must first remove all members and subprojects.

Confirmations, Errors & Solutions

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Deleted Project Successfully

Deleted project/subproject-name.

Project Still in Use

Project still in use: has number-of-project-members member(s).

Remove All Existing Project Members

Remove all existing project members, including yourself, from the project before deleting the project.

To Project Manager
To remove project members follow the steps in Delete Project Member(s) from Management.

View Sub-Projects of a Project in the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project you wish to view the subproject(s) of.
4. In the new window, select the Subprojects section in the left panel.
5. View all the subprojects you have access to in the right panel.

View Project Members' Certifications from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project for which you want to view the members' certifications.
4. In the new window, select the Member Certifications section in the left panel.
5. View all member certifications accessible to you in the right panel.

Certify a User for a Project from the Vault

bulk-action

1. Go to the Vault icon in the top left panel.
2. Click the Projects card on the right panel.
3. Click the project in which you want to certify users.
4. In the new window, select the Member Certifications section in the left panel.
5. Click the Certify user(s) for a security requirement button in the top right panel.
6. In the pop-up, select the requirement, the user(s) to be certified, their expiration date, and the certification attempt renewal.
7. Click Certify.

note

• Ensure that your project infrastructure includes security levels and requirements before certifying users for a project or subproject.
• Tick the Never expires box to make project members' certificates active indefinitely.

Confirmations, Errors & Solutions

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Certified Project Member Successfully

Certify user-name for certification-name(total-certifying-time).

Re-Certified Project Member Successfully

Renew user-name's certification for certification-name(total-certifying-time).

No Requirement Selected

You must select a requirement.

Select An Existing Requirement

From the requirement pop-up list, select an existing requirement to certify the user with.

No User(s) Selected

You must select a user(s) in project to apply the requirement to.

Select An Existing Project Member(s)

In the Certify user(s) for a requirement prompt, select the project member(s) you want to apply the certifications to.

No Certification Expiration Date Selected

Certifications for this requirement must expire.

Select An Expiration Date for Certificate

In the Certify user(s) for a requirement prompt, select an expiration date for the certificate. Alternatively, tick the box Never Expires if the certification is active indefinitely.