Click on a relevant link below to understand navigation in 'Projects' area on Asite:
Projects Listing - Thumb View
1. Clicking on 'Projects' tab, you can view all projects accessible to you. The thumb image of project enables you to identify project visually.
From a listing area, click on 
icon to switch to thumb view as and when required. Accordingly, if you are in a thumb view, click on 
icon to switch to list view whenever required.
2. The project filter applied on the dashboard view gets retained when you are navigating to the 'Projects' tab.
3. A mouse hover on project thumbnail view displays related information which includes number of files published, last published date, workspace administrator names and project name.
4. Clicking on project thumbnail, that particular project gets updated in the project filter, and information of only that project will be displayed across all available tabs (until the project filter is changed next time).
5. Project Settings - On mouse hover of the project thumb image, it displays various icons. Clicking on gear icon, it displays different options related to selected project.
Click on the relevant link below to access its detailed help:
Title | Description |
To edit existing configuration of selected project. | |
To save structure of selected project as a new project template. | |
To create new roles and assign it to users, organizations and user groups in selected project. | |
To assign privileges to a role configured in selected project. | |
To assign permissions on a form type configured in selected project. | |
To add users to selected project. | |
To create custom attributes and attribute sets in selected project. | |
To create new form status and assign users, organizations and user groups in selected project. | |
To create new file status and assign users, organizations and user groups in selected project. | |
| To create new & edit existing purpose of issues in selected project. |
To create new & edit existing mailboxes in selected project. | |
To add Asite standard form templates to a selected project. | |
To add a new form using Asite AppBuilder in selected project. | |
To configure settings for forms assigned in selected project. | |
To create new & edit existing distribution groups in selected project. |
Projects Listing - Detailed View
Projects list view contains the project's metadata columns which are dynamically based on the columns configured by you for display.
It also enables you to right click on the project name and access its functionality directly.
To understand different right click options available in Projects tab, click here.
To understand different standard options available in listing areas and how to use them, click here.
List of filter fields for projects are described below, along-with name and type of filter.
Filter Name | Filter Description |
Administrators (Multiple Choice) | To filter out information related to projects where one or more of the selected users are defined as its administrators, listed based on their organization. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. |
BIM Status (Multiple Choice) | To filter out information related to projects having 'BIM Enabled' status as on or off. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. Available options - 'Yes', 'No'. |
Cloned From (Multiple Choice) | To filter out information related to projects cloned from one of the selected project templates. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. |
Country (Multiple Choice) | To filter out information related to projects having one of the selected countries as their location. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. |
Description (Textbox) | To type in a word or a phrase and accordingly filter out information related to projects having their description matching that particular text. Populates a text box wherein you can enter required search content. |
End Date (Date Picker) | To filter out information related to projects having their end date within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar). Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option. |
Owner Org (Multiple Choice) | To filter out information related to projects owned by selected organizations. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. |
Project Managers (Multiple Choice) | To filter out information related to projects where one or more of the selected users are defined as its project managers, listed based on their organization. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. |
Project Name (Textbox) | To type in a word or a phrase and accordingly filter out information related to projects having their name matching that particular text. Populates a text box wherein you can enter required search content. |
Project Status (Multiple Choice) | To filter out information related to projects having selected statuses assigned to them. Populates a searchable dropdown list of possible or suggested options for selected filter, out of which one or more options can be selected individually. Available options - 'Open', 'Archived'. |
Start Date (Date Picker) | To filter out information related to projects having their start date within a selected time range, or between a selected date range (from a calendar), or a date specifically selected (from a calendar). Populates a list of radio button options for selected filter, out of which any one option can be selected. Enter other required details as applicable for selected filter option. |
Tags (Textbox)
| To type in a word or a phrase and accordingly filter out information related to projects having their tags matching that particular text. Populates a text box wherein you can enter required search content. |
Mark / Remove Project as Favourite
Any project already marked as your favourite project will show with a 
(star with yellow color fill). By default, any new project that you create gets marked as your favourite project.
In the project list view, choose the right click option 'Mark As Favourite' to mark all selected projects as your favourite. In the project thumb view, click on 
(star with no color fill) to mark selected project as your favourite. Once clicked, the icon will change to (star with yellow color fill).
To remove all selected projects from your favourite in list view, choose the right click option 'Remove As Favourite'. In thumb view, click on (star with yellow color fill) displaying on the project thumbnail to remove that particular project as favourite. Once clicked, the icon will change to (star with no color fill) which means it is no longer your favourite project.
Check: FAQs
Related Articles: Add a Project, Edit a Project
Next Article: Links in Projects Listing