View Project Detail

View Project Detail

Overview

This section provides an in-depth overview of your project information, allowing you to explore comprehensive details about various aspects of your project. You’ll find information about the team members involved, including their roles, responsibilities, and contact information. Additionally, there are detailed descriptions of the associated systems that integrate with your project, highlighting their functionalities and relevance. You can also examine the synced objects, which are crucial for maintaining consistency and seamless data flow across different applications and platforms used in your project.

Navigate to the Project Module

Navigation: Home > Project > Card
  1. Click anywhere on the Project card.

Project Details

  1. Once clicked, the details screen will appear.
  2. The details screen provides a brief overview of the project.
  3. By default, you will see the following widgets on the details screen:
    1. Project
    2. Team Members
    3. Synced Object(s)
    4. Connected Entities
  4. Each widget will have its corresponding information.

Project Details Widget

The widget provides a comprehensive description of your project, highlighting key details at a glance. The project’s logo is prominently displayed, along with the project name, serving as a quick identifier. This widget provides the read-only information. 

Team Members Widget

The widget provides a complete list of the team members involved in the selected project. The team member's logo is prominently displayed along with their name, role, and department. Additionally, the contact will also show their business partner's logo. This helps you identify the different contacts when working with multiple business partners and their contacts. Each team member is represented in a separate band.

To view more details about a team member, click on their band. Upon clicking the band, you will be directed to the Contact module, where the team member's details will be open.


Synced Object Widget

The widget serves as a dedicated interface that lists all the synced objects associated with the currently selected project. Although a system can publish a wide array of objects, the specific project you are working on utilizes only a select few. These relevant objects will be clearly displayed within the widget. Each object is visually represented on its own distinct band. It's essential to note that the information provided in this widget is intended for read-only purposes.


Connected Entities Widget

The widget displays a list of entities connected to the selected project. The list will include each entity's name, logo, and description. Each entity is shown on a separate band. To view more details about a connected entity, click on its corresponding band. Clicking on an entity will take you to the System Overview screen of that system.

Work With Widgets

This section outlines the steps for organizing, modifying, adding, or removing widgets from the details screen.

Organize Widgets

Refer to the Customize Dashboard article to organize your widgets on the screen. 

Add or Remove Widgets

  1. Refer to the Add Widgets to Dashboard article to add widgets to your screen. 
  2. Refer to the Remove Widget article to remove the widget from the screen.

Edit Widget Name

Refer to the Edit Widget Name article to modify the widget name of your choice. 

Modify Data Display Type

Refer to the Modify Data Display Type article to modify the widget name. 

Edit Button with Menu Options

The Edit button serves two functions: it provides editing capabilities for your project and offers customization options. Next to the Edit button, a drop-down is provided with multiple options. You can access several options by clicking the drop-down menu next to the Edit button. The same options are also offered on the project card menu. The following are the available options:
  1. Favorite: Using this option, you can mark the current project as a favorite.
  2. Lock: This option allows you to lock the project. Once locked, no team member can modify or use the project.
  3. Invite Team Member: Use this option to invite team members to your project.
  4. Delete: This option lets you delete the current project. However, your role and permissions determine whether you have the authority to do so. If you don't have permission to delete any project, this option will be disabled.


Edit Project

  1. To edit a project, click on the Edit button. 

  1. After clicking the Edit button, a screen will appear that allows you to change any project details.
  2. Refer to the Edit Project article for the steps to edit project details.


Mark the Project as a Favourite 

  1. To mark the contact as a favourite, click on the Favourite option. 

  1. After clicking the option, the project will be marked with a star icon indicating it as a favorite project.
  2. You can remove a project from your favorites at any time. For projects already marked as favorites, the Unfavourite option will be available in the drop-down menu.
  3. Click on the Unfavourite option to remove the project from your favorites. 

Lock Project

  1. To lock the project, click on the Lock option.
  2. This function locks the selected project, preventing any team member from modifying or deleting it. 


Invite Team Member

  1. To invite team members to your project, click the Invite Team Member option. 

  1. The Invite Team Member wizard will be initiated.
  2. Refer to the Add Team Member article for instructions on how to invite a team member.

Delete Project

  1. To delete a project, click on the Delete option.

  1. After clicking the Delete option, a confirmation pop-up will appear.
  2. Click on the Yes button to continue.
  3. Click on the No button to abort the deletion. 


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