Project Card

The Project Card is designed to streamline project management; it gives details about one unique project and makes the modules and workspaces navigation simpler.

It constitutes a central point for project management activities, providing project managers with easy access to project information, tools, and actions necessary for a successful project execution.

The Project Card is accessible directly from the Projects Center workspace, by clicking on the Open button available on the right-hand side of the Project Name in the Projects Grid.

The card is made up of:

  • A main toolbar, which contains buttons and commands for high-level project actions,

  • A series of tabs, which enable users to navigate through different aspects of the project, and

  • A series of sub-tabs, which further categorize and organize information and tools.

Project Card Main toolbar

The Project Card Main toolbar is located on the top of the view and contains buttons and commands for high-level project actions.

ProjectCardMainToolbar.png
Note

The display of the main toolbar differs depending on the Project version selected (Working or Published) and whether the project is locked or unlocked.

Here is the list of the buttons and commands users can encounter in the Project Card Main toolbar:

BackToProjectsCenterButton.png

Back to Projects Center

Allows the user to navigate back to the Projects Center workspace.

ProjectSelector.png

Project Selector

Allows the user to select another project.

WorkflowStateVote.png

Workflow State Vote

Allows the user to modify the Workflow State Vote associated with the project.

Note

If a Published version is selected, the Workflow State Vote is displayed as read-only.

LockButton.png

Lock

Locks the project so that other users cannot modify it. Upon locking a project, the Undo and Redo commands become available.

Note

This command is only available if the project is not yet locked by any user.

UnlockButton.png

Unlock

Unlocks a previously locked project.

Note

This command is only available if the project has been locked by the logged-in user.

UndoButton.png

Undo

Erases the previous change done, reverting the project to its previous state.

Note

This command is only available if the project has been locked by the logged-in user.

RedoButton.png

Redo

Reverses the action of the Undo command.

Note

This command is only available if the project has been locked by the logged-in user.

PublishButton.png

Publish

Publishes any changes to the current project, but only if the current project is the active Working version.

Note

If a Published version is selected, the PublishedVersionButton.png button is displayed instead of the PublishButton.png button.

notesUnread22_md.png

Notes

Indicates whether or not there are new notes, and opens the Notes dialog box.

MoreButton.png

More

Provides access to the following commands:

  • Save As – Opens the Project Save As popup, allowing the user to save a project in different versions, including Working, Objective, and Template.

  • Review Workflow Information – Displays the Workflow Information dialog box.

  • Deactivate selected version – Sets the project's Status to "Inactive". Only "Inactive" projects can be purged from the database.

  • Deactivate all versions – Sets all project's version Status to "Inactive".

  • Activate – Reverts the Deactivate command.