Projects view¶

Permissions and access

Minimum role: Lab manager

The Projects view displays a list of all active projects.

Projects view

For each listed project, some details and metadata are displayed in the following columns:

Project Name - the name of the project
Project Owner - the user who is the assigned owner of the project
Phone - the telephone number of the project owner
N Records - the total number of existing project records
Creation date - the date on which the project was created
Action - supported actions for the project. Currently, the ability to archive a project is only action that supported.

If you want to filter the listed projects to display only the projects that you have created, turn on the Limit to My Projects checkbox.

Limit to My Projects checkbox

Open a network map for a project¶

If you want to view a network map for a project, click or tap the corresponding Open button in the Network Map column.

Open network map button for a project

Archive a project¶

The Projects view supports the ability to archive a project. Beside each listed project is an archive project button in the Action column.

Archive project button

When you archive a project, it is removed from the list of active projects in the CoBaseKRM add-in and is added to the list of archived projects in the CoBaseKRM web client. To view the list of archived projects, you are required to log in to the CoBaseKRM web client and navigate to the Projects view > Archived Projects tab.