Skip to main content
Table of Contents

Projects

How to create a project.

Travis Bates
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.

Steps

  • 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.

Videos

Project Management

How did we do?

Contact