Feature: Create a project.
Use: Control access to assets and other related platform resources with a few clicks.
What is a project?
It's a tool that bundles assets under a digital umbrella by adding a tag to the Project field. After a user assigns an asset to a project, Nektar spiders through the platform and locates resources related to the asset, like tasks and work orders.
The result? Project assets and related resources are invisible to users without group-level permissions but visible and accessible to users with proper permissions.
Prerequisites
Know how to:
use the Project Manager,
assign group-level permissions, and
create a project field on the asset type definition page.
Creating a project
To create a project, go to the side menu and select Projects > Project Manager. Go to the Project Manager and click the plus (+) button. A popup displays.
Click the Project Group field and select an option (e.g. Default Group). Go to the Project Name field, enter a unique label, and then click Create.
Nektar adds the new project to the existing group.
Creating a new group
If you want to place the new project inside a custom group, open the original folder and select the project. Go to the new window and change the name in the first field. Nektar auto-creates the new group with the new project.
Filling in the fields
Enter a brief description of the project. (optional)
Enter a unique project number.
Add a value to each element field.
Click the button to edit, remove, or add new element fields. (optional, see below)
Link the project to an asset. (optional)
Use the checkboxes to assign or remove group-level permissions. Learn more.
Click the button to modify permissions. Learn more.
Editing elements
When users open the Projects page (Projects > View Projects), they can see element data on the project card.
You can add, remove, or edit project elements and information. Click the Edit Definitions button. A popup displays. Click any of the icons to manage elements. Optionally, uncheck a Card View icon to keep the element but hide its information. Click and drag the hamburger icon to change the order of elements.
