Projects
Updated
by
Travis Bates
IN THIS ARTICLE
How to create a project. Organize your data with projects. Share subsets of devices or data with specific users.
Create a project
- Create:
- Click the building dropdown and then select Create New Project.
- Select Blank project to start a new project.
- Enter a name for the project.
- Select data sources (devices) to include in the project.
- Select a timeframe to limit the data that is included in the project.
- Select the access level, Restricted, Shared, or Public.
- Click Finish
- Members:
- While in the context of the project, click Setup, and then Members.
- Units:
- By default, project units are inherited from the organization.
- While in the context of the project click Setup, and then Units.
For detailed instructions continue reading.
Detailed Steps
New
From any of the following pages; Dashboards, Explorer, Data, or Devices select the context dropdown and select Create New Project.
Blank, Clone, Template
Select Blank project to start a new project.
Name
Enter a Project name.
Sources
Select the Data sources (i.e., devices) to include in the project.
Timeframe
Optional: Enter the Start date and End date for the project timeframe.
Access
Set the General Access for the project.
- Restricted
- Shared
- Public
Select Finish to create the project.
Members
- Add members to your project:
- While in the context of the project click Setup, and then Members.
Units
By default, project units are inherited from the organization.
- Set units for the project:
- While in the context of the project click Setup, and then Units.
