Enterprise docs

Projects

The Projects tile on the Organization Profile Page is your portal to all the projects owned by your organization. From here you can access your organization's data analysis projects and the metadata around them.

org_profile_resources_projects.png

Clicking the Projects tile opens the Resources tab that shows a filtered list of all your organization's projects. There you can see:

  • Names of the projects

  • Who created them

  • When they were last updated

  • Other details, such as, a brief description of the project, list of linked datasets, number of files and tables in the project.

    You can use this information to then decide if you need to navigate to the project to explore it further.

org_profile_resources_projects_details.png

Some of the options available to you on this page are:

  • Powerful filter options that let you narrow down the list of projects available to you.

  • A search box to search for specific projects within the organization.

  • A New Resource button to create new datasets, projects, and analysis.

  • A three dot menu to access the option to Edit multiple projects.

When you click on the project and open it, you will see the Project Details page. The header at the top of the page has several valuable pieces of information and actions that you can take in regards to the project.

project_details_page_toolbar.png

On the left of the header are:

  • An icon for the project that includes on indicator for the status of the dataset. For example, Approved, Deprecated. Needs Review.

  • The name of the person or organization that owns the project. Click the owner link to get to their profile page.

  • The name of the project.

On the right of the header are options to:

  • Share the project

  • Comment on the project (available if you don't have access to the project.)

  • Bookmark it (and see how many others have bookmarked it)

  • Access the Launch workspace menu. From the Workspace menu you can also open the project in a third-party application (integrated with data.world).

  • Three dot menu to request access to the project and options to subscribe or unsubscribe from email notifications for the project (available if you don't have access to the project.)

Right sidebar

An About this project section appears on the right side of the Overview tab that contains both default and custom metadata about the dataset. In the following example, this metadata includes:

  • The sharing settings.

  • Who created the project and when.

  • The various people who manage the project (Steward and Tech Owner).

  • Who verified the project and when.

  • The tags used on the project.

  • A list of the queries that are part of the project.

Project_right_sidebar_top.png

The Data sources section lists all the sources of data for the project. The last section, Recent updates, lists the latest changes to the project.

Project_right_sidebar_bottom.png
Overview tab

When you open a project, you land on the Overview tab. The Overview section includes the Status of the project, if it is set, a short Description of the project, and the longer Summary information.

project_details_page_overview_tab.png

Much of the information on this tab is configurable by your organization. In the following example, the More Information section contains an example of completely configured metadata.

Project_overview_middle.png

Next, you get an option to:

  • Add data

  • Write a query

  • Create a new insight

If there are any insights associated with the project, they are shown on the Overview tab. From here, you can also bookmark the insights or comment on them.

Activity tab

The Activity tab of a project contains information about all the events for the project, and it also provides access to previous versions of the project. There are two sub-tabs, the All Activity and Versions.

The All Activity sub-tab is a list of each event that has occurred with this project. You can see who made changes and when, and the type of change.

project_details_page_activity_tab.png

Click Versions to view the sub-tab containing version information for the project. Click the Three dot menu to download a previous version.

project_details_page_activity_tab_allversions.png
Insights tab

The Insights tab on the Project page contains all the insights created from the project. The insights are previewed on the main page and there is a thumbnail gallery on the right. You can comment on an insight and bookmark it.

project_details_page_insight_tab.png
Discussion

The Discussion tab captures all the communication between team members about the project. You get an option to Flag or Like comments in a discussion. Flagging notifies a moderator of potentially inappropriate content in the post.

project_details_page_discussion_tab.png

The contents on the Discussion tab are grouped into topics. Use the default topic or start a new one. Define the discussion topic, the category (General or To dos), and the first comment for the topic. Comments in topics are written in Markdown and can contain images and links.

Settings

The Settings tab is for administrators to manage the project. There are three sub-tabs, General, Access and ownership, and Webhooks.

The General sub-tab contains administrative settings, which include:

  • Automatic syncing options.

  • Additional notification recipients.

  • Archive options.

  • A Delete Project button.

project_details_page_settings_tab_general.png

The Access and ownership sub-tab allows you to manage access to the project and make projects visible to community members.

project_details_page_settings_tab_ownership.png

The Webhooks sub-tab is for configuring and managing webhooks to the project.