Project dashboard page

Key point: Manage your project and update your project template.

The dashboard shows cards that provide quick shortcuts to essential management pages for the project. The links in the dashboard cards are also accessible from the administration menu to the left.

Administration

CONFIGURATION – Go to the project configuration page to update your project configuration or the group properties for the groups in your project.

MAINTENANCE – Go to the project maintenance page if you need to archive or delete the project.

Members

IMPORT – If you are an administrator go to the import members page to import a list of members from a CSV file into a project, group or the server. Use this page, if you need to create or update multiple members at once.

MEMBERS (Manage members) – Go to the manage members page to add, invite, remove, or edit members of the project.

Template

CONFIG – On the template configuration page, configure the document types, publication types, media types, xref types and Schematron used in your project.

EMAILS – If you are an administrator, on the email templates page, review and manage the project email templates.

FILES – If you are an administrator, on the template files page, browse and manage the configuration files in your project template.

PUBLISH SCRIPTS – If you are an administrator, on the publish scripts page, manage script files used for publishing.

How to find this page

Administration menu > [Project] > Project dashboard

To get to the project dashboard if you’re currently in a group:

  • Click the wrench icon in the header bar, then in the left menu click [Project] then Project dashboard.
  • Navigation menu > Project > hold pointer over Project home then click Admin
  • Navigation menu > Group & Projects > hold pointer over [Project] > then click Admin

From any context:

  • Administration menu > Find the project and click Project dashboard