A Project is a way to organize assets and collaborate with others to fulfill the same goal. Projects assist in development of efficient business solutions by providing the following benefits.
Manage assets more easily by organizing them into one Project for all Project members to easily locate and design together.
Facilitate the reuse of assets within the business solution for enhanced efficiency.
Projects save time, enhance design productivity and consistency, and make it east to maintain the final deliverable.
Available Assets for a Project
The following asset types can be added to a Project:
You can add new assets to a project when they are created. For existing assets, you can choose to add either the original asset or a copy. If you add a copy, any changes made to it won’t affect the original asset.
Manage Assets within a Project
As a Project member, a Designer can work with any asset within that Project without user permissions for any asset type. For example, a Project member does not need user permissions for Processes, Scripts, and Screens to work with those asset types while a member of that Project. A user with no asset-type permissions may use assets in the following circumstances:
That asset, or a copy of the original asset, has been added to that specific Project.
All Project members can view and edit the assets available in that Project. However, Project membership alone doesn’t allow viewing assets outside the Project unless the user has specific user or group permissions for those asset types.
If a user is not a member of a Project but has user or group permissions to access Processes, that user may work with any Process in that organization.
Watch the followig product tour to learn how to create a new asset in a project.
Watch the following product tour to learn how to add existing assets to a project.
View Your Projects
ProcessMaker Platform displays all Projects where you are a member in a single table, making it easy to manage them.
Permissions
Your user account or group membership must have the "Projects: View Projects" permission to view the list of Projects unless your user account has the Make this user a Super Admin setting selected.
This permission is enabled by default for all user accounts. Note that you can only view Projects in which you are a member or which you created. If you cannot view your Projects, see the Projects permissions or ask your Administrator for assistance.
Follow these steps to view all your Projects:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer Welcome Screen displays.
Do one of the following:
From the My Projects pane in the Designer Welcome Screen, click the open icon
.Click the Projects icon
from the left sidebar.
In the Projects page, the Projects tab displays those Projects in which you are a member.
Projects page
The Projects page displays the following information in tabular format about your Projects:
Name: The Name column displays the name of the Project.
Category: The Category column displays to which Project Category the Project is assigned.
Members: The Members column displays the avatar for each user that is a member of the Project.
Modified: The Modified column displays the date and time any new asset is added or any of its assets modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Created: The Created column displays the date and time the Project was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Search for a Project
Use the Search function to filter all Projects from the Projects page based on your entered text. You may only view and search for Projects in which you are a member.
Your user account or group membership must have the "Projects: View Projects" permission to search your Projects unless your user account has the Make this user a Super Admin setting selected.
This permission is enabled by default for all user accounts. Note that you can only view Projects in which you are a member or which you created. If you cannot view your Projects, see the Projects permissions or ask your Administrator for assistance.
Follow these steps to search for a Project:
Enter in the Search setting the Project name to filter Projects.
As you enter text into the Search setting, Projects display that match your entered text.
If there are no search results, the following message displays: No Results.