Projects Overview

Projects enable you to group and categorize/tag reference and substance results; each project may have up to 20,000 results of each type. Depending on your project role (Administrator, Editor, or Viewer), all or some of the following options are available.

• Creating a Project
• Adding Results
• Editing Project Details
• Downloading a Project
• Deleting a Project
• Sharing a Project
• Managing Project Results
• Managing Project Collaborators

Creating a Project

When you create a project, you automatically become its Administrator. There two ways to create a project:

• Selecting reference or substance results and clicking the Add to Project (folder) icon. 
  
  
  
  
  1. In the Add to Project window, enter a title, select a color, and then click the Add button.
     
     
     
     
  2. The new project is pre-selected; click the Save button.
     
     
     
     or
     
     
• Clicking the Menu icon, selecting Projects, and then clicking anywhere in the Start New Project box or clicking Create your first project.
  
  
  
  
  
  
  1. In the Create New Project window:
  2. Enter a Project Name.
  3. Select a Project Color (default is Light Blue).
  4. Enter an optional Project Description.
  5. Click the Save button.
     
     

Adding Results

Adding results is available for the project's Administrator and Editors.

Adding Multiple Results

1. On a References or Substances result page, select the results you'd like to add to your project.
2. Click the Add to Project (folder) icon.
   
   
   
   
3. In the Add to Project window, you may:
   • Add to an existing project: Select the project to which you'd like to add the results, and then click the Save button.
     
     
     
     
   • Create a project and add: Enter a title, select a color, and then click the Add button.
     
     
     
     The added project is pre-selected; click the Save button.
     
     

A confirmation message displays along with a link to view the results in the project.

Adding a Single Result

On a reference or substance results page, click the Add to Project (folder) icon.

On the result's detail page, click the Save button, and then select Add to Project.

In the Add to Project window, you may:

• • Add to an existing project: Select the project to which you'd like to add the results, and then click the Save button.
    
    
    
    
  • Create a project and add: Enter a title, select a color, and then click the Add button.
    
    
    
    The added project is pre-selected; click the Save button.
    
    

Editing Project Details

The Administrator and Editors may edit a project's details.

To edit the project's name, color, and description:

• Click the ellipsis (...) icon, and then select Edit Project.
  
  
  
  or
  
  
• On a project page, select Edit Project from the menu.
  
  

In the Edit Project Details window, edit any of the fields, and then click the Save button.

To edit the project's color:

• Click the ellipsis (...) icon, and then select Change Color > [New Color].
  
  
  
  or
  
  
• On a project page, select Change Color from the menu.
  
  

Sharing a Project

Only a project's Administrator may share a project.

To share a project via email:

• Click the ellipsis (...) icon, and then select Share Project.
  
  
  
  or
  
  
• On a project page, click the Share icon.
  
  

In the Project Collaborators window, enter up to 100 email addresses, and then click the Add button.

The email addresses/names of the people you've added appear in a Pending status with the default Viewer role. Each collaborator may have the role of Viewer or Editor; to edit the role, click in the column and select. When you're ready to share the project, click the Save button.

The recipients will receive an email notification that you've shared the project.

Notes:

• The link expires 30 days after the email notification is sent.
• The recipient's status will appear as Pending until they click the link in the email.

Downloading a Project

To download a project's details:

1. Click the ellipsis (...) icon, select Download Project, and then select the result type you'd like to download.
   
   
   
   or
   
   On a project page, select the result type you'd like to download, and then click the Download icon.
   
   
   
   
2. Select a File Type and, if you wish, edit the auto-generated File Name. Depending on the file type selected, different details are included.
   
   
   
   Note: For the PDF and Rich Text file types, you also have the option to select a result summary or  result details (which provides additional options).
   
   
   
   
3. Click the Download button.
   
   

Deleting a Project

Only a project's Administrator may delete it.

To delete a project:

• Click the ellipsis (...) icon, and then select Delete Project.
  
  
  
  
• On a project page, select Delete Project from the menu.
  
  

In the confirmation window, click the Yes, Delete button.

Managing Project Results

On a project results page, each result has options for adding to another project, sharing, or deleting:

• Add to Project: Add the result to a project you create or where you have the Editor role.
• Share Results: Email a link to the result detail.
• Delete: If you are the project's Administrator or have the Editor role, you may delete the result from the project.

Managing Project Collaborators

Only a project's Administrator may manage its collaborators.

Click the Edit link in the Collaborators section of a project page.

In the Project Collaborators window, you may:

• Add collaborators.
• Change an existing collaborator's role (Editor/Viewer).
• Remove a collaborator's access to a project. This deletes the person from the project.
  
  

Click the Save button to commit your changes.