Managing Projects

Overview

Projects are how you work within SpecLink Cloud. Projects include Specifications Section, BIM Files, and a summary of the project information (Summary Info). The Projects List is the default view from the SpecLink Cloud Dashboard.

This article covers the following topics:

• Accessing the Projects List
• Project Filters
• Creating a New Project
• Editing Project Information & Preferences
• Deleting a Project
• Restoring a Deleted Project
• Archiving a Project
• Restoring an Archived Project

Accessing the Projects List

Access the Projects List by clicking the Projects tab from the SpecLink Cloud Dashboard pictured below.

Project Filters

A filtering option to navigate various Projects and Office Masters, labeled “Filter By”, is located on the left side of the Projects or Office Masters dashboards. To expand the filter view, simply click on the down arrow next to "Filter By", and to collapse the filter view, simply click the up arrow next to "Filter By".

There are six filters, and multiple can be applied at a time. Each filter uses data entered into Summary Info for each project. The filters are:

• Project Location (listed as "City, State, Country")
• Project Type
• Work Type
• Project Floor Area
• Project Budget
• Project Admin

After selecting the filter options, click "Apply" to see the resulting project list that meets the filter criteria.

It is important to note that collapsing the "Filter By" menu will still retain any selected filter options. The "Reset" button will reset back to no filter options selected. 

Creating a New Project

Although it's a simple process, we've created an article specifically for the steps to Create a New Project. A video walking you through the steps is included at the bottom of the article.

Renaming a Project

Projects can be renamed from the project's Summary Info area. Follow the steps below to rename an existing project.

1. From the Projects List, click the name of the project.
   
   
2. Above the Sections list, click Summary Info.
   
   
   
   
3. From the Summary Info area, locate the Project Name field of the Project Info box.
   
   
   
   
4. Here, you can click in and edit the Project Name field to match your needs.

Be aware that renaming a project is a default System Manager role permission. Learn more about User Role Permissions. 

Editing Project Information and Preferences

Project information and preferences can also be updated from the project's Summary Info area. Follow the steps below to edit the information and preferences of an existing project.

1. From the Projects List, click the name of the project. 
   
   
   
   
2. Above the Sections list, click Summary Info.
   
   
   
   
3. From the Summary Info area, locate the Project Name field of the Project Info box. The Summary Info window will allow for updating items such as the default view of the sections, the Reference

Deleting a Project

Projects can be deleted and restored from the Projects List on the SpecLink Cloud Dashboard. 

Follow the steps below to delete a project.

1. Locate the project in the Project List.
   
   
2. Click the 3 vertical dots at the far right end of the project row and select the Delete option.
   
   
   
   
3. A message will appear confirming that you want to delete the project. Click Yes if you want to continue.
   
   

The project is moved to a list of deleted projects where it can be restored. Be aware that deleting a project is a default System Manager role permission. Learn more about User Role Permissions.

Restoring a Deleted Project

When a project is deleted it is moved to a list of deleted projects where it can be restored. Follow the steps below to restore a deleted project.

1. From the Projects List, locate and click the deleted projects bin pictured below.
   
   
   
   
2. From the Deleted Projects window, click the Restore button to move the project back to the Projects List.
   
   
   
   From the Deleted Projects list, you can permanently delete a project by clicking Delete. THIS WILL PERMANENTLY DELETE THE PROJECT.
   
   

Archiving a Project

Projects can be archived and then restored from the Projects List on the SpecLink Cloud Dashboard. 

Follow the steps below to archive a project.

1. Locate the project in the Project List.
   
   
2. Click the 3 vertical dots at the far right end of the project row and select the Archive option as pictured below.
   
   
   
   
3. A message will appear confirming that you want to archive the project. Click Yes if you want to continue.
   
   
   
   

The project is moved to a list of archived projects where it can be restored. Be aware that archiving a project is a default System Manager role permission. Learn more about User Role Permissions.

Restoring an Archived Project

When a project is archived it is moved to a list of archived projects where it can be restored. Follow the steps below to restore an archived project.

1. From the Projects List, locate and click the archived projects bin pictured below.
   
   
   
   
2. From the Archived Projects window, click the Restore button to move the project back to the Projects List.
   
   
   
   
3. A message will appear confirming that you want to restore the archived project. Click Yes if you want to continue.
   
   
   
   The project will return to the Projects List.