The Dashboard is the first page you see upon login - from here you can create new projects, access existing projects, and organize your projects by putting them into folders.
In this article you will learn how to manage projects and folders from the ALICE Dashboard.
Create, Share or Archive a Project
In this section, you will learn how to create a new project in ALICE Core, define project settings, and invite users to collaborate on your project. You will also learn how to archive projects that are no longer active, to keep your project dashboard well organized.
Create a Project
- Click on the + New button in the upper right corner of the project list page.
- Select your desired option. A new ALICE Core project can be created by importing a schedule from P6 or MSP or starting from scratch.
- You can add the new project to an existing project folder at this time.
- To import from an existing file:
- Select import schedule and drag and drop your file into the upload area.
- Click Create Project
- To create a new project from scratch:
- Select start from scratch and follow the on-screen instructions to begin a project.
Share a Project with Users
- From the Project List, find the project that you want to share and click the "..." section to find the Share access option.
- In the Collaborators box, enter the name of the individuals you wish to add.
- If you don't see the name of the person you wish to add, they do not yet have a user account set up. They must be invited to your account, click the link they receive via email, and set up their user account to appear on this drop-down.
- Click here to learn more about user management.
- Select the project access rights (see below for details)
- Click the plus button to share access. The user will receive an email notifying them that they now have access to the project.
Project Access Rights
- Viewer: Recommended for stakeholders who want to see project information
- Editor: Recommended for users who are participating in the planning process
- Admin: Recommended for the user responsible for ALICE on this project
Archive a Project
Once a project is no longer active, it can be archived and moved to a separate section of the project dashboard. Here's what to know about archiving projects:
- To archive a project, click the "..." on the project dashboard next to a specific project and select "Archive".
- When you archive a project, it moves from the "My Projects" section of the project dashboard to the archived section.
- Archived projects are not deleted, and can be re-activated at any time by going to the archived project list and selecting "re-activate".
- Users who hold the "Admin" project access right for any ALICE Project can archive a project
Project Folders
Project Folders are used to group multiple ALICE projects together. A folder might represent multiple scopes of work that might need to be grouped together because:
- They pertain to the same real life project
- They have a shared commonality such as:
- Access/team
- Project Type
- Project Phase
Folder Permissions
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Org Editors and Org Admins can create folders.
- When an authorized user creates a folder, they can share it with other users and grant them permissions within the folder (see table above for permission details)
- Only Folder Editors and Folder Admins can create projects within a given folder
- Access can be granted to users at either the folder or project level - if a user has access to a project but not the folder, they will see the folder name but only the projects they have access to
- Moving a project between folders - the user must be a project admin to be able to do this and must be at least an editor in both folders to do this
- Folder access right are managed by folder admins
- When a new collaborator is added to a folder they receive an email notification
Display
Folders sit at the top of your ALICE Dashboard, they can be sorted by name or last created date (sorting stored at a user level)
Folder Deletion
Only admins can delete the folder, the projects inside of it remain but outside of a folder
Notes:
- You cannot multi-select projects, you must move projects one by one.
- If you invite a new user to a folder, and that folder contains projects for which that user did not have access, the new user will inherit their newly assigned folder permissions at the project level.
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- e.g. if Mary joins your team and you add her to Folder X as an Editor. And Folder X contains 5 projects to which Mary has never been granted access, Mary will get Editor access to all of those 5 projects. Individual project admins can then decide if they want to change her project level permissions
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- ALICE only supports one folder level
Further Resources