By default, new projects can be added to a site by any Site Admin or a Team Lead. The Project Launch Wizard provides an easy to use, step-by-step process to guide users through the setup process.

To add a new project:

1. Navigate to the Projects interface in the Dashboard panel
2. Select the Launch New Project button located in the upper right of the page
3. Follow the prompts of the Project Launch Wizard to determine the appropriate project settings
4. When finished, click the Launch Project button to create a project page for editing.

New project pages are created in ‘draft mode’, allowing content to be edited by users before the page is made visible to the public. As long as a project page remains in draft, it will not be visible or accessible to visitors.

💡 NOTE: Users are notified that the project page is in ‘draft’ by a blue notification at the top right of the page that says ‘This is page is currently in draft mode’.

There are two ways to delete a project:

Method 1 - Projects area

1. Navigate to the Projects area of the Dashboard
2. Select the trash icon next to the target project in the project list.
3. Choose the Delete option when the confirmation notification appears.

Method 2 - Settings

1. Navigate to the Project Page and click the Settings function from the toolbar.
2. At the bottom of the Settings panel, click the Delete Page link.
3. Confirm the deletion by clicking the red Delete button in the popup notification.

If Workflows are enabled on a site, deleting a project or page action will need to pass through the approvals workflow. Feedback tools data will not be included in the deletion and can still be viewed in the Reports area.

💡NOTE: A project cannot be deleted if it has Project Sub-pages associated with it. All 'child' pages of the Project Page must first be deleted to entirely remove the projects. Users will be notified if sub-pages exist when trying to delete the project.

You can un-publish a project after it has gone live if you have accidentally published it by moving it back to the Drafts folder. Un-publishing it will mean the project is no longer publicly visible.

To un-publish a project:

1. Navigate to the Sitemap area from the Dashboard Panel
2. Find the project in the sitemap list (you can use cntrl + F to search) and left click the project name
3. Select Move to Drafts from the popup menu

💡NOTE: Whenever a new project is published an email campaign is automatically created and scheduled to send to your Members notifying them of the new opportunity.

If you un-publish the project before the campaign is sent, the campaign will be automatically cancelled. However, if the campaign has already been sent, there is no way to retract the email.

Archiving a Project

You can archive a project from the Dashboard.

1. Dashboard > Projects
2. Find the project you want to archive from the list
3. Select the 'Action Menu' () next to the project
4. Select Archive from the dropdown menu
5. A window will appear to confirm the Archiving of the project, once archived the project's status will be changed to 'Archived'

Archived projects will no longer be publicly visible or accessible from their original URLs (including search indexing), but you will still have access to all the data for internal reporting.

Accessing Archived Projects

You can view archived projects directly from the project's dashboard by following these steps:

1. Open the Search Menu: Click on the Show Filters button.
2. Filter by Publish Status: In the Publish Status dropdown menu, select Archived.

This will display a list of all archived projects.

Unarchiving a project

In the archived project list, locate the project you want to restore.

1. Select the 'Action Menu' () next to the project
2. Select Unarchive to bring the project back into the active project list

💡 NOTE: The project will return to draft status, where it can be edited and published when needed.

Once a project is set up, users with appropriate permissions can edit the project settings. There are two ways to edit the project settings:

Via the project page

1. Navigate to the target project page and click the Settings button at the left of the toolbar
2. Select the Details link in the settings panel to view the project settings
3. Change the desired attributes and select either the Save button to save changes in an unpublished page version or Publish Changes (or Submit to Workflow) button to put the the changes into effect.

Via the Dashboard

1. Navigate to the Projects area of the Dashboard
2. Follow the Settings link on the desired project to open the project settings
3. Edit the desired attributes and select either the Save button to save changes as an unpublished page version Publish Changes (or Submit to Workflow) button to put them into effect.

⚠️ Warning

If a draft page has been submitted for approval (usually by Project Author) and is pending for approval, clicking the green submit button in the Details of the Settings panel will publish the page if the user clicking submit has publishing permissions (Project Manager, Site Admin, Team Lead).

Once a project is set up, users with appropriate permissions can edit the project URL. To perform this task:

1. Open the Settings tab.
2. Navigate to the Location tab.
3. Select the blue Add URL button. An additional field will appear under the current URL.
4. Input the new URL suffix, including the / slash.
5. Select the green Save Changes button.

You can change the canonical URL via the radio buttons provided. This changes the URL that all other URLs in the list will direct to.

You can delete a URL only when more than one URL has been added. To delete a URL, select the trash icon to the right of the URL you wish to delete, then select the green Save Changes button.

Once a project is set up, users with appropriate permissions can edit the project status. To perform this task:

1. Open the Settings tab
2. Navigate to the Project Status dropdown in the Details tab.
3. Change the project status and select the green Submit button.

When create a new project, during the Details section of the set up wizard a site admin or team lead can a tick box for enabling Project Follow.

Enabling project follow will allow community members to subscribe and receive updates in relation to a project.

You can edit the title and description of a project card after you launch it.

To edit the project card:

1. Navigate to the target page and click the Settings button from the Toolbar.
2. In the Details section of the Settings menu, scroll down until you see the Project Name and Projects Description attributes listed.
3. Edit the attributes as required.
4. Confirm the change by clicking the 'Save' button to save the changes in draft, or 'Publish' to apply the changes to the live version.

💡 User Tip

When you create a new project, the Project Name, Project Description and Project Image you set in the Project Launch Wizard gets used to create both the project card and Image Banner at the top of the project page. After launch, you can edit the details in these two areas separately, with the exception of the Project Image which is always taken from the project's Image Banner.

When you launch a new project, the project is automatically listed in any relevant project list tools. In some cases, you may want to hide a project so it is no longer visible in a project list.

To remove a project list and hide it from view:

1. Navigate to the target page and click the Settings button from the Toolbar.
2. In the Details section of the Settings menu, scroll down until you see the Hide Project Card attribute listed.
3. Check the box to Exclude from Project List.
4. Confirm the change by clicking the 'Save' button to save the changes in draft, or 'Publish' to apply the changes to the live version.

⚠️ Caution

Unlisted, public projects are still accessible by their URL and may appear in search. Furthermore, an email notification to all Members may also be sent when the project is published (if tagged with interest categories).

When setting up a new project through the Project Launch Wizard, Site Administrators can choose to notify users who have been assigned to a project.

To notify users that they have been assigned to a project, you must first assign the user to the project at Step 3 of the Project Launch Wizard, then check to box to 'Notify users on project creation'.

After the project page is created, they will be sent an email email notification.

You can control projects to restrict members from viewing them. There are a couple different options for achieving this, depending on the level of security you require and how easy you want to make it to access.

Refer to the detailed documentation for restricting access to your projects for further information.

Sometimes it may be desirable to share a project for review prior to making it go live.

Using the Preview User role, draft projects can be shared to nominated users who will be able to view the project, but will not have any editing or publishing permissions.

To share a draft project prior to publishing:

1. Ensure the users you want to share the project with are first added as Site Users in the Members area of the Dashboard.
2. When creating the project through the Project Launch Wizard, add the nominated users to the Permitted Users section. If the project is already created, open the Settings panel of the project and add them to the Permitted Users section.
3. Assign the ‘Preview User’ role to the users you want to share the draft project with. Then either finish the project setup to create the draft Project Page, or save the updated project settings.
4. Copy the URL of the draft Project Page and share the link with the user (i.e. via email or instant messaging), and instruct the Preview Users to follow the link and sign into the system to be view the draft project. If the Preview User is not signed in they will receive a 'Page not found' message.

Once a project is set up, users with appropriate permissions can edit and add project category and location tags. To perform this task:

1. Open the Settings tab
2. Navigate to the Project Locations and Project Categories lists in the Details tab. These lists have been pre-configured when your site was launched.
3. Select or de-select locations and categories as needed. An 'all' option is available for both locations and categories.
4. Then select the green Submit button to confirm.