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Project Tab

The Project tab contains commands related to creating projects and working with the project properties. Unless otherwise indicated, these commands apply to the project that is currently selected in the project list. There are three ways to select a project and apply a command:

Note: For secure databases, access to the commands on this tab may be restricted based on the permissions assigned to the user account.

Management

  Create Project adds a new project to the current database. At a minimum, you must specify the project name.

  Open Project opens the selected project.

  Close Project closes the project that is currently open/visible and all of the analyses it contains.

  Edit Project Properties allows you to view and edit the properties of the selected project.

  Duplicate Project creates a copy of the selected project. The new project will have the same name as the original with an increment number added to the end (e.g., Project_1, Project_2, etc.).

  Delete Project deletes the selected project. There is no undo for delete.

  Manage Projects opens the Manage Projects window, which allows you to edit security settings and properties of all projects in the database in one location.

  Import/Export gives you the option to open either the Import or Export wizard. The Import wizard allows you to import projects, resources or items from an existing database into the current database, while the Export wizard allows you to export to a new or existing database. See Importing and Exporting.

  Project Baselines gives you the option to create or restore project baselines, which are exact replicas of the project at a particular point in time (i.e., backups). To create a baseline for the selected project, use the Create Baseline command. To restore all data from an existing baseline, use the Restore Baseline command. See Project Baselines.

  Check In/Out allows you to check out the selected project and make it available for editing only to you, while all other users in the database have read-only access to the project. No other user can edit the project unless you check in the project or undo the check out.

E-mail Project

  Pack and E-mail compresses a copy of the selected project to a *.rsgz file and attaches it to a new e-mail message. If no e-mail program is installed or no default e-mail program is defined on the computer, a message notifying you of this will be shown.

Security

  Lock Project moves the project into the Locked heading of the project list. When a project is locked, all database users (including the user who locked the project) will have read-only access to the project. In addition, a locked project cannot be deleted or have its properties and public/private status edited. To unlock a project, choose Unlock Project. See also Lock and Unlock project.

  Make Private moves the selected project into the Private heading of the project list. To move a private project to the Public heading, choose Make Public. See also Private and Public projects.

  Change Owner allows you to assign a different database user to be the owner for the selected project.

  Project Security opens the Project Properties window with the Security tab active, where you can specify the user accounts that can view/modify the selected project. This command is available only for public projects in secure databases.

Current Item

The following commands are available when you select a specific item (a folio, analysis workbook, Word report template or overlay plot sheet) in the current project explorer.

  Edit brings the selected item to the front of the windows and activates it as the current control. If an attachment is selected, the command opens the attachment in the appropriate application, if that application is installed on your computer.

  Rename allows you to rename the selected item.

  Duplicate creates a copy of the selected item within the project. The duplicate will have the same name as the original with an increment number added to the end (e.g., Folio1_1, Folio1_2, etc.).

  Delete deletes the selected item. There is no undo for delete.

  Item Permissions opens the Item Permissions window and allows you to specify the user accounts that can view or modify the item. This command is available only for secure databases.

Synthesis

  Resource Manager opens the Resource Manager window, which allows you to view and edit all of the resources (URDs, models, tasks, etc.) available to the selected project.

 

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