Projects

Create a new Project

To Start

1. You must have administrative privileges to control Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.

To create a new project

1. From the top right toolbar, click New project to add a new project.
2. The Add New Project form will appear.
3. Fill in the blank fields.
4. Click Save, to add the new project.
5. To close the form without adding a new project, click Cancel. This action will take you back to the Administration-Projects page.

Details of the Add New Project form

1. Project Name: Assign a name for the new project you are creating. This is a mandatory field.
   The Project name is permanent and cannot be modified once it is saved.
2. Project Code: Enter a Project Code for the project.
3. Project Type: Enter the type of the project.
4. Created By: Enter the name of the creator of the project.
5. Date: Enter the date when the project was created.
6. Country: Enter the name of the country where the project is based.
7. Publisher Name: Enter the name of the publisher of the project.
8. Publisher Website: Enter the website URL of the publisher of the project.
9. Project Manager: From the list of available users in the Dropdown menu, select the user who you want to assign as the Project Manager. This is a mandatory field.
10. Description: Enter a short paragraph describing the project.

View list of documents in a Project

To Start

1. You must have administrative privileges to control Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.

To view the list of documents of a project

1. Browse for the Project of which you want to view the document lists.
2. After finding the particular project, click on the name of the project.
3. The Option Bar of the document will appear below the Project name.
4. From the list of options, click on Go to documents.
5. The list of documents under the particular project will appear on a new page.

Create a new document under a Project

To Start

1. You must have administrative privileges to control Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.
4. Browse for the Project where you want to add a document.
5. After finding the particular project, click on the name of the project.
6. The Option Bar of the document will appear below the Project name.
7. From the list of options, click on Go to documents.
8. The list of documents under the particular project will appear on a new page.

To create a new document under a Project

1. From the top right toolbar, click New Document to add a new document under the particular project.
2. The Add New Document form will appear.
3. Fill in the blank fields.
4. Click Save, to add the new document.
5. To close the form without adding a new document, click Cancel. This action will take you back to the Administration-Projects page.

Import an archive document under a project

To Start

1. You must have administrative privileges to control Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.
4. Browse for the Project of which you want to view the document lists.
5. After finding the particular project, click on the name of the project.
6. The Option Bar of the document will appear below the Project name.
7. From the list of options, click on Go to documents.
8. The list of documents under the particular project will appear on a new page.

To import an archive document under a project

1. From the top right toolbar, click New to import an archive package.
2. The Add New Document form will appear.
3. Click the Browse button in the Import Digital Publisher Archive Document section.
4. Search for the Digital Publisher archive document in your local system and click OK.
5. The archive document will be a part of the particular project.

Control Users of a Project

To Start

1. You must have administrative privileges to control users of a Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.

To control users of a project

1. Browse for the Project of which you want to control the users.
2. After finding the particular project, click on the name of the project.
3. From the list of options, click on Users.
4. A screen showing the lists of users in the project can be seen. Here, you can control the access and privileges of the users of the project.
5. Select the Checkbox of the particular users you want to activate or add in the project.
6. Click Update to update the accessibilty and privileges of the users.

Delete a Project

To Start

1. You must have administrative privileges to control users of a Projects.
2. From the Main Page, click Projects under the Administration section. This action will transfer you to the Projects Screen.
3. The Projects Screen displays a filter bar to sort projects by name, tasks or date and the list of existing projects along with a short description and detail of each.

To delete a project

1. Browse for the Project you want to delete.
2. After finding the particular project to delete, click on the name of the project.
3. From the list of options, click on Delete.
4. The Confirmation Dialog Box will appear on your screen.
5. To confirm the deletion of the user, click OK.
6. If you don't want to delete the user, Click Cancel.
   Note: All documents of the deleted project are moved to the Maintenance Delete Library. All other references are directly deleted.