Project Properties

The Project Properties window will be displayed when you add a new project to an existing database or when you choose Project > Management > Edit Project Properties.

The status bar at the bottom of the window displays the name of the user who has been identified as the project owner. In a non-secure database, all users are able to edit the properties for any project. However, in a secure database, the ability to edit the project properties is restricted to the project owner and to users with the "Manage all projects" permission.

The Project Properties window for all projects will include at least three tabs: General, Global Identifiers and Configurable Settings. In addition, for projects in a secure database, the Project Properties window will include a fourth tab called Security. These tabs are described next.

Note: In any given Synthesis-enabled application, only those tabs that are relevant to the application will be displayed.

General Tab

Name is the identifier for the project that will appear in the Project Manager, Project Properties and many other windows and reports throughout the software. This field is required and cannot contain any of the following characters: \ / : " * ? < > |.
Description is an additional identifier for the project that appears only in the Project Properties window.
Remarks contains additional remarks about the project that appears only in the Project Properties window.
Proprietary Label contains a statement that appears in the Project Properties window and in the footer of the reports created via the Reports window. To define a default statement that will be assigned to each new project that you create, choose Home > Reporting > Reports then click the Settings button in the Reports window.
FMEA Structure displays a list of the available methods for displaying causes and effects in the Analysis panel. The options are: Effects Before Causes, Grouped Effects and Causes and Causes Before Effects. For information on how this choice affects the FMEA organization, see Choosing the FMEA Structure.
Select Profile from Library displays a list of all profiles that have been defined in the active library. When you choose a profile from the list, all of the configurable settings for the project will be set/reset based on the settings that have been predefined for that profile. If you are editing a project, the current profile is shown in brackets. For users who are authorized to edit the active library, two additional icons will be enabled to the right of this drop-down list.

The Add icon allows you to add a new profile and the Edit icon allows you to edit the profile that is currently selected in the list. These features will create or change a profile in the active library and then apply the same settings to the current project.

Project Category displays a list of the categories that have been defined in the current database. These categories are configurable to meet your particular needs, and they can be used to filter the projects displayed in the Project Manager.

Global Identifiers Tab

Identifiers are user-defined fields that can be used to search for certain types of records within the current project. The names of the identifiers are defined at the database level via the Global Identifiers window; these identifiers will be used in all projects throughout the database unless different settings are specified at the project level. This tab works in the same way as the Global Identifiers window.

Configurable Settings Tab

The Configurable Settings tab provides access to all of the configurable settings that have been defined for the current project, based on the profile that was selected on the General tab. The ability to access this tab is restricted to a) the project owner, b) users with the "Edit project properties" permission for this project and c) users with the "Manage all projects" permission.

This tab allow you to make specific changes that will apply to the current project only. For example, if you are using a predefined profile but want to make a change to the interface style for this particular project only, you could click the Edit icon associated with the Interface Style drop-down list in the Interface Settings area.

It is important to note that any change to the Configurable Settings page will update the settings for the current project, but it will not alter the original profile. If you want the project’s current settings to be available as a new profile in the active library, click the Send Settings to Library button and then type the name and description for the new profile that will be created.

Security Tab

The Security tab will be displayed in the Project Properties window if you are working with a public project in a secure database. It allows you to specify the users and groups that can access the project. The ability to access this tab is restricted to a) the project owner, b) users with the "Edit project security" permission for this project and c) users with the "Manage all projects" permission.

The Use repository-level security option is the default setting for all projects created in the database. The project will be accessible to any user who has an active user account that is assigned to at least one security group. The user will have all of the permissions within this project that have been granted via any of the security groups that are assigned to his/her user account.
The Use specific security groups and users option allows you to implement "project-level security," limiting access to the project only to selected security group(s) and/or user(s).
- In the Limit by Groups area, select the check box for each security group you want to give access to the project.
- In the Limit by Users area, you can grant access to individual users by clicking the Add button. This opens a list of users who currently have access to the database. Select the check box for each user you want to give access to the project and click OK. You can then click the + beside each individual user account to view a list of permissions that have been granted to the user via any of the security groups assigned to his/her account. Use the check boxes to select which of those permissions will be in effect for that user in this particular project.

For a more detailed discussion of how you might want to configure the security for the projects in your repository, see the Repository-Level vs. Project-Level Security topic.

Tip: For quick access to the Security tab of the Project Properties window, select the project in the Project Manager and choose Project > Security > Project Security.