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Creating Projects

How to create a Project?

Once a group has been created, a ‘Group or a Project Manager’ will be entitled to create a project, just by clicking on the ‘Add Project’ button from the ‘Desk/Management’:

 

CreateProject

 

To add a new Project, the group manager will need to type a ‘Project Name’ and ‘Project Code’, ‘Start Date’ and the groups and users involved in the new project:
 
new_Project2

Check the 'Experiment Approval' box if you want that the Group Manager must approve the project experiments. If the 'Compound access restriction within the project' option is selected, the new structures added to the project experiments will be only visible to their project members. If this option is not selected, all the members of the group to which the project belongs will have access to the structures, regardless of whether they belong to this project or not.

 

AddProject2

Once you have created the desired projects, these will become listed in the right panel. A user only has access to view and search the projects in which he/she is involved.

Clicking on the Project Name will allow you to configure, edit, export, or download its report:

 

ProjectDialog

Clicking on the 'Configure Project' button will allow you to set up the COSHH assessment, the signature footer reports and the stoichiometric table:

 

ConfigureProject

 

For reasons of integrity, it is not possible to delete projects. However, you can ‘Edit the project’ and change the status (from open to closed):
Close_Project

 

You can define a reaction scheme for your project:

 

Project_reactionScheme

 
You will also find certain collapsible tabs that allow to check information about the project, reaction scheme, documents, history, search, filter.

 

Subprojects can be created just by clicking on the ‘Add Subproject’ button (from the parent project panel):

 

AddSubproject

 

You can change the parent project by clicking on the 'Edit Project' button and using the 'Parent tab':

 

ParentProject

Selecting the 'Users' tab will allow you to edit the Groups and users associated to the project:

 

Edit_Users_Project

From the Team/Users tab, if you check the boxes of several users belonging to the same group, you will be able to assign them to the desired projects at the same time.

 

Assign_users_projects

If the selected users do not belong to the same group, you will get this error message:

 

Assign_users_projects1

 

If there are no projects associated to the users, you will get this message:

 

Assign_users_projects2

The breadcrumb displays the hierarchy of all the parent projects (if any). Clicking on a project name redirects the user to the corresponding project page:

 

project_breadcrumb

 

You can search by projects by using keywords and filter them by name, status, groups, users, clients, date, invoicing and membership:

 

Projects_leftPannel