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Projects

Last updated: May 31, 2026Latest Frontend Version:

Prerequisites

Access Level:

Sub-admin, Admin

CategoryPermission
Basic Project InteractionView projects they are a member of
View other members in their projects
View all security requirements and levels
View own security requirement certifications
Classify resources with active projects
Project ManagementDeclassify resources tagged with managed projects
Create subprojects, edit metadata, delete managed projects
Add, edit, and remove users in managed projects
View, certify, edit, and delete security requirement certifications
Project AdministrationView all projects in the system
Create root-level projects
Arbitrarily edit, delete, tag any project
Arbitrarily add, edit, remove any project membership

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​

  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.
note

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

Create a Subproject from a Subproject in 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 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.

Add User(s) to 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 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.
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:

Assign Subproject(s) 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 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.

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​

  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.

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

  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.

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​

  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.

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​

  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.

Delete 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 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)

Delete Subproject 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 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.

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.