Projects

All of the projects that you create are displayed on the All Projects tab of My Workspaces. Projects are displayed in the form of folders.

To work with a project, first click anywhere on the project folder to open it.

  • To modify a project item, click Edit at the lower right of the item. You can change the title, the description, whether to display the project on the home page, and so on.
  • To pin a project item on the dashboard click at the lower left of the item.
  • To filter the project items to display, under Filter by at the left, select one or more check boxes.
  • To sort the items in your project, click the Sort by menu, and then click one of the following:
    • Title
    • Newest on the top
    • Oldest on the top
    • Last modified by me
  • To change the number of project items that are shown, click a number next to Results per page. To view more pages of project items, use the page navigator at the bottom of the page:

 

Pin to Dashboard

Projects that are pinned will show a blue pin, unpinned projects will show a grayed out version of that icon. To add or remove simply click the pin icon.

 

Sharing project items with other users

To share project items

  1. Do one of the following:
    • Select the lists that you want to share with other users by clicking the check boxes at the top of the lists, and then click Share Project.
    • Click on a project folder that you want to share.
  1. On the Share This... dialog box, choose the settings that you want.
  2. Click Apply.

Copying or moving project items

To copy or move project items to another location

  1. Select the items that you want to copy or move by clicking the check boxes at the top of the items.
  2. Click Actions > Copy or Actions > Move.
  3. From the drop-down menu, select where to copy or move the items.
  4. Click Copy or Move.

Exporting project items to a file

To export project items to a file

  1. To select the items that you want to export to a file, click the check boxes at the top of the items.
  2. Click Actions > Export.
  1. On the Export Results dialog box under Export to, click the file format that you want to use:
    • Excel (.xlsx extension)
    • PDF

  1. Click Export.

Sending project items to other users

You can send one or more project items such as bookmarks, saved queries, cause-effect models, etc., to other users via email.

To email project items

  1. To select the items that you want to send to one or more users, click the check boxes at the top of the items.
  2. Click Actions > Send.  
  3. Complete the email form (From:, To:, Cc:, Subject:).
  4. Next to Encode as, click Excel (xlsx) or PDF to specify the format of the attachment that you are sending.
  5. (Optional) Under Message, type a message to recipients.
  6. Click Send.