The Projects dialog provides many features that allows Company/Project Administrators to manual register projects, view all registered project models and edit the Project Settings and Mapping Configurations for a single or multiple project models simultaneously.
The Project dialog displays multiple type of information:
Projects provides a list of all registered project models, including who registered them, when, and what Mapping Configuration has been assigned.
Project Templates provides a list of all registered project templates including who registered them, when, and what Mapping Configuration has been assigned.
Why You Need This Feature:
While there are many settings and configurations that can be automatically setup when the project model is registered, we understand there is a need for manual customization at the start of a project or anytime throughout.
How to Customize This Feature:
Projects will only be available under Settings for Company and Project Administrators.
Current Open Project
Register Project: There are many reasons why a firm may not want to automate Project Registration. For that reason, Guardian has Register Project to manually register project models as they must be registered before Guardian will be activated for a given project.
Project models can be manually registered by selecting the Register Project icon will be displayed in the upper left-hand corner of the Projects dialog.
This will only display for Project Administrators if Allow Add is selected under Administrators.
Project models can be unregistered with the same button.
Setup:
Mapping Configuration: Allows for manual changing of the Mapping Configuration applied to the current open project.
Settings: This allows for the customization of the Project Settings for the current open project. Each project's settings inherit company defaults when registered. The settings remain synchronized with company settings until overridden.
Administrator: This allows for the assignment of the Project Administrators to the current open project. Project Administrators must be added to a project by another Company/Project Administrator. If permitted under Administrators by the specific Project Administrators if Allow Add is selected by selecting the "Make me admin!" button. If Auto Add is selected under Administrators, the Company/Project Administrator will automatically be assigned to the project model.
Projects
The Projects dialog provides a list of all registered project models, including who registered them, when, and what Mapping Configuration has been assigned.
Pro Tip: From the Projects dialog, multi-select models to edit the project settings of multiple models simultaneously. Many projects are made up of multiple models and this will allow the settings to be established congruently across all project models.
Functionality of the Project list:
By selecting the column header will sort the information in alpha-numerical order.
When multiple administrators are assigned to a project model, <Multi…> will appear.
Enter a value into the Search box.
The filter has two options:
Show only my projects will display only project models in which the current Company/Project Administrator has been assigned to. By default, Project Administrators will only see project models in which they have been assigned.
Show archived projects will display only project models that have been archived.
To reduce the number of projects listed, by selecting one or multiple project models and selecting “Archive” will remove the project models from the list. This option does not remove the registration status but only removes it from the main list of registered project models.
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