# Working with Projects

To get started with Metrics the first thing you will need to do is create a project.

# Create a project

Creating a project is done by entering a project name and press enter to save it. This will set up a space for defining your project objectives and indicators. Once a project is created, you can view the project settings to add more project-related details.


metrics-projects

# Edit a project

To edit a project, under the actions column, click on the icon and select Project Settings. This will open up the Project Overview page where you will be able to edit the project name or any of the other project fields:

  • Sector
  • Start date
  • End date
  • Budget code
  • Total budget
  • Description
  • Status

# Project access

Under the Access tab, you can control who can view and edit this project within your workspace. There are two ways you can share a project:

  1. Private: This means only specific members invited can view or edit the project
  2. Workspace: This means anyone in the workspace can view or edit the project.

After selecting which sharing option you would like for your project, you can then specify if it is view or edit access.

Additionally, you can use a combination of both sharing options. For example, you can specify which members can edit the project by adding them under the private sharing option then under the workspace sharing option, you can make you project viewable across all members in your workspace.

# Delete a project

At the bottom of the Project Overview page, as an Owner or Admin you will have the ability to delete a project. Please note that by deleting a project, you will also delete any associated data created under the project. It is advised to take additional care before proceeding with this action as it cannot be undone.

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Share your thoughts

Have any feedback? We’re curious to learn more about how you develop objectives in your organization. Here's what we're interested in:

  • Does your organization typically create project shells first and add details later as information becomes available?

Share your thoughts by using our Contact page. (opens new window)

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