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DocumentationAnalyticsTools Guide

Projects overview

Last update: Thu Jul 03 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

Workspace projects allow you to combine panels, visualizations and components to craft your analysis and share with anyone in your organization. Before you start your first project, learn about how to access, navigate and manage your projects.

To access projects in ÃÛ¶¹ÊÓƵ Analytics, select Workspace. The Projects manager lists all the projects that you own or projects that are shared with you. The Project manager with the Project list is also the default landing page for ÃÛ¶¹ÊÓƵ Analytics, unless you have configured otherwise in Preferences.

Project landing page showing the projects list.

Title area

From within title area ➊ you can create a project, create a folder, edit your preferences and show or hide a panel with additional tiles.

  • To show or hide a left panel that allows you to select between Projects and Learning, select Rail .

  • The title shows Projects, optionally added with a path to the folder you have selected. For example Projects > Company Folder. You can select individual subfolder parts to go directly to the specific folder.

  • To show tiles for a Blank project, Blank mobile scorecard, Open the documentation and Open release notes, select ChevronDown Show more. To hide the area with tiles, select ChevronDown Show less.

  • Based on what you select to show, using the Show selector, you can edit preferences and perform actions on the current folder visible in Projects:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2
    Action Description
    Create project Select to create a new project.
    Create folder Select to create a new folder.
    UserAdmin Edit preferences Edit preferences for all your projects. When the breadcrumb results in limited space, this action is part of the More submenu.
    Add projects Select to add projects to the current folder. When the breadcrumb results in limited space, this action is part of the More submenu.
    Rename folder Renames the current folder.
    Move folder Moves the current folder.
    Delete folder Deletes the current folder.

Project list

The project list âž‹ displays all the projects that you own and that have been shared with you. The list has the following columns:

Column
Description
SelectBox
When one or more projects are selected, a blue action bar appears at the bottom of the Project interface. See Actions for more details.
StarOutline
Select to favor Star or un-favor StarOutline a project.
Title and description
To edit the project, select the title link, which opens the Workspace project. Projects shared with you are indicated with Share . Select InfoOutline to display a popup menu with more details on the project. Select More to open a context menu with actions. See Actions for more details.
Type
A Workspace project, a FolderUser folder, or a Mobile Scorecard.
Tags
The tags applied to the project.
Scheduled
Whether a project is scheduled o be emailed to recipients. Options are StatusGreen On or StatusGray Off. See Send project data to others.
Shared link (anyone)
Whether a project is shared with anyone, even with people who don’t have access to Analysis Workspace. Options are StatusGreen Active or StatusGray Inactive. See Share a project with anyone (no login required) in Share projects for more information.
Project Role
Your role for the project. Options are: Edit, Duplicate, View. See Project roles for more information.
Report Suite
The report suite that the project is associated with.
Owner
The person who created this project (either you or someone who shared the project with you.)
Shared with
Users that the project has been shared with.
Last Modified
Date and time when the project was last modified.
Last Opened
Date and time when the project was last opened.
Component ID
The ID of the component.
Longest Date Range
The longest date range of any of the panels or visualizations in the project.
Number of Queries
The total number of queries contained in the project.
Location
The folder where the project resides.

Hover over any column header to display ChevronDown and select from the context menu:

  • Sort Ascending
  • Sort Descending
  • Resize column. A blue line appears to assist you to resize the column.

Actions

You can take actions on one or more projects using the context menu More or the blue action bar.

Icon
Action
Description
CrossSize75
x selected
Unselect your selected projects and folders and remove the blue action bar.
Delete
Delete
Delete one or more projects or folders. You are prompted for a confirmation.
Share
Share
Share a project. See Share a project for more information.
Edit
Rename
Rename a project. Opens a Rename: project name dialog. Enter a new name and select Save.
Copy
Copy
Copy one or more projects. Project do get the same name and suffix (Copy).
PinOnff
Pin or Unpin
Pin or unpin one or more projects or folders. Pinned projects and folders appear at the top of the list and ignore the sorting order you specify.
ArrowUp
Move up
Move a pinned project or folder up in the project list.
ArrowDown
Move down
Move a pinned project or folder down in the project list.
Label
Tag
Tag one or more projects or folders. The Tag Components dialog displays to select one or more tags. Select Save to save the tags for the selected projects or folders.
CheckmarkCircle
Approve or Unapprove
Approve or unapprove a project. Only administrators can approve projects.
FileCSV
Export CSV
Export the selected projects to a CSV file with name Project List.csv.
ProjectAdd
Add Projects
Add one or more projects to a selected folder. In Add Projects you can select one or more projects. Select Add to add the projects to the folder. See Add projects to folders for more information.
FolderAddTo
Move to
Move one or more selected projects to a folder. In the Select Folder, select the folder to move the selected project to and select Move. See Add projects to folders for more information.

Show selector

You can switch the look and feel of the Projects interface using the Show selectors ➌. The Show selector define what options are available in the Title area and what columns are displayed in the Project list.

  • To change the options available for the Title area, select Show All projects or Show Folders & Projects.

  • To define which columns to display for the