Projects Landing Page

Open

The Projects Landing page allows discovery of Projects across the platform. From here, you can find your Project and click to start working on it.

Open

Favourites

Click the star icon on the upper right corner of the Project card to add the Project to your favourites. Starred favourites () are grouped at the top of the Project list for quick access. Click the star to remove it from your favourites.

Projects Tabs

Toggle between My Projects or All Projects tabs to switch the Project listing views:

• My Projects is the default view that lists all the Projects of which you are a member. Click a Project from the list to start working on it - this will take you to the Project interface of the corresponding project.

• All Projects displays all discoverable Projects in the platform, even those of which you aren’t a member. While you can browse and discover basic information for all Projects, you can only click to open the Projects of which you are a member. Note that Project Administrators can change their Project’s visibility setting to “off”, in which case non-members won’t be able to see it in the All Projects view.

Project Attributes are displayed in the Projects page, including Project Name, Code, Icon, Description, and Tags, and are managed by the Project Administrator(s).

If there are many Projects in the platform, your project may not be displayed on the first page and you may need to use the page navigation in the lower right corner of the Projects page to find it. The Sort by dropdown menu and Search Panel (accessible via the magnifying glass icon) are also available to to help you find Projects more quickly.

Projects Interface

The Projects interface provides access to your Project resources. Project members can open the Projects Interface using one of these methods:

• Open Projects, locate your project in Projects Landing Page, and click to launch it. Note that clicking is disabled if you aren’t a member of the Project.

• If you've recently accessed the Project, open Dashboard, locate the project in the Recently Visited pane and click to launch it.

When working on a Project in the Portal, the Project Information Bar, Project Tools, and Workspace Tools are in the Left menu bar, and the File Status icon are always visible.

Project Information Bar

The Project Information Bar provides essential project details. Click the expand-collapse icon (v ^) to toggle between brief and full details. Project Administrators can edit the project information (see Managing Projects).

Project Canvas

When you open a Project, the Project Canvas is the default view. The Project Information Bar provides essential project details. Click the expand icon (^) to toggle between brief and full details. Project Administrators can edit the project information (see Managing Projects).

The other areas of the Project Canvas offers a quick glance of your Project file statistics and recent activities, and Go To navigation links to your Project Green Room, Core and file Collections.

• Go To: Links offer quick navigation to the Project Green Room, Core, and your file Collections. The statistics displayed on these icons are specific to your user role:

  • Green Room: The number of files you uploaded to the Green Room, or all files in the Green Room if you’re the Project Administrator.

  • Core: The number of files in the Core (only visible to members with Collaborator or Project Administrator role).

• Charts: displays statistics on file activities.

• Recent File Stream: Displays recent file uploads, downloads, moves to trash, restores from trash, and permanent deletions in the Project. The Advanced Search tool (accessible via the magnifying glass icon) offers greater flexibility to query and view detailed file activity logs.

You can rearrange the Project Canvas panes for the current login session by clicking and dragging the arrow icon (upper right corner) and/or the resize icon (lower right corner) of each pane. Refreshing your browser or logging out and back in again restores the default layout.

File Explorer

The File Explorer is the primary Portal interface for uploading and managing your Project files in the Green Room and Core.

All Project members can upload, download, and delete their own files in the Green Room, annotate files with tags and metadata attributes, and view data lineage. Other available functions depend on your user role and may include creating Collections, adding files to Datasets, copying data to the Core, and working with data in the Core. These functions are described in detail in Working with Project Files in the Portal - Overview .

Search

From the Search page, you can find Project files in the Green Room or Core by building searches on file name, upload time, size, tags, and attributes.

Announcements

Project Administrators can use the Announcements page to compose messages to all Project members to convey relevant Project news and information. Project Members can use this page to view Project announcements.

Requests

Project Collaborators use the Green Room File Explorer to submit requests to the Project Administrator, for example, have their files copied to the Core. In the Requests page, users can view the the status of their submitted requests, and Project Administrators can review and approve requests.

Workspace Tools

Workspace Tools (icons in the Lower area of the Left Menu Bar) allow permissioned Project members to perform advanced analysis and visualization of Project data and create shared Wiki content. Workspace tools are described in the table below. For details on how to use the Workspace tools, visit the relevant pages of the Knowledge Base.

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