View and Modify Projects

To view, modify, or delete a project, complete the following steps:

1.

Navigate to the Projects and Samples tab.

2.

In the Projects list, select the project.

The Project Details screen displays the details for the selected project.

3.

To modify project details, select the field and edit as required (see Create Projects).

4.

Select Save.

5.

To delete the project, select Delete.

Before deleting a project, consider the following details:

•

Deleting a project also deletes any samples it contains.

•

By default, projects can be deleted provided no work has been recorded (or is in progress) on the samples. However, this role-based permission is configurable.

•

If the samples contained in a project have recorded or in-progress protocol steps, the project cannot be deleted without special user permissions.

To view and update the project status, complete the following steps:

1.

Navigate to the Projects and Samples tab.

2.

In the Projects list, select a project.

On the Properties tab in the Project Details area, the Status slider indicates the status of the project.

3.

To move the slider and change the project status, select the desired status.

To view and modify custom fields, complete the following steps:

1.

Navigate to the Projects and Samples tab.

2.

In the Projects list, select a project.

3.

In the Project Details area, navigate to the Custom Fields tab.

4.

Select a field to modify and edit as required (see Create Projects).

5.

Select Save.

To download, view, and upload project files, complete the following steps:

1.

Navigate to the Projects and Samples tab.

2.

In the Projects list, select a project.

3.

In the Project Details area, navigate to the Files tab.

Files currently associated with the project are displayed.

4.

To download and view a project file, select the file.

5.

To upload a file:

a.

Select Upload File.

b.

Select Choose File.

c.

Browse for the file, select it, and select Upload.