# Projects

## Overview

A project is a particular aim that been carefully planned by an individual or a team. In Labii, a project serves as a container of records and is similar to a folder.

{% embed url="<https://youtu.be/gAoE3x7wHgY>" %}

There are 3 different permission levels when joining a project:

| Permission | Description                                            | Assign to                               |
| ---------- | ------------------------------------------------------ | --------------------------------------- |
| **Admin**  | Can edit project, can view/edit records of the project | Project manager                         |
| **Edit**   | Can view/edit records within a particular project      | Project member                          |
| **View**   | Can only view records of a particular project          | Members who do not need edit permission |

The **administrators** can view all records even if they weren't granted any permissions at the project level. Edit permissions, however, are required for them to add a new record to the project or edit an existing record.

When a project is **archived**, all records become read-only.

### Relationship between People, Team, Projects, Members, Records

A project acts as a valve between users and records. If a user has Read/Write permissions for a project, he/she can read/write all records in that project.

1. **People** can be grouped into **Teams**.
2. A **Member** determines whether **People** or **Team** have Read/Write access to a **Project**.
3. Each **Record** can be assigned to one or more **Projects**.
4. When configured, **People** on the left can view/edit **Records** on the right.

![](/files/s55CCbNwgHp8BQFGnyq1)

## List of projects

Once a project is added, project managers can manage all projects within the list view of projects and can access it by clicking **Settings** at the side menu and then select **Projects**.

![](/files/NhP5RJwIOCBShZThehpN)

### Search projects

You can search projects by typing a keyword into the search bar in the **project list view**, and then clicking **Search**. The search results can always be cleared by clicking the **Clear** button.

### Filter projects

With the **Filter** function, you can limit the number of teams displayed. You can do that by clicking **Active projects** and then selecting a filter from the dropdown. Here are a list of filters:

* **All projects**. Filter to display all projects.
* **Active projects**. Filter to display the active projects.
* **Archived projects**. Filter to display the archived projects.

## Project detail

Click a project name in the list view to see the detail of a project. Here are the fields that can be updated by clicking the pencil icon:

* **Overview**
  * **Sid -** Static encrypted identifier.
  * **Name** - To change the name of the project
  * **Description** - Give a description of the project, such as "Protein Team Project"
  * **Parent** - The parent project of the current project
  * **Date Start**- The start date of this project
  * **Date End** - The end date of this project
  * **Order** - The order to display the project
  * **Color** - Color of folder icon
  * **Updated By** - The Personnel who updated any of the fields listed above
  * **Date Updated** - automatically captured in the background within Labii ELN & LIMS when changes are made
* **Permissions**
  * **Open to Organization** - If checked, all members of the organization can view/use the project. The default setting is false/uncheck the box
  * **Open to Public** - If checked, anyone has Labii account can view/use it. Check this option if you are vendors or reagent suppliers
* **Settings**
  * **Color** - Color of folder icon
  * **Should Open In New Tab** - If true, a record will open in a new tab when clicked from the list.
* **Metadata** - For each metadata, the label and value need to be provided. Multiple metadata can be added via clicking Add Metadata button
* **Archive this project**
  * **Is Archived** - Ability to archive a member, if checked, the member’s access will be blocked

## Add project

To add a new project, do the following:

1. Click the menu icon on the top left
2. Click Settings
3. Click on Projects
4. Click the “+” icon in the navbar
5. Fill in the form and click submit

<figure><img src="/files/GczMEgUvZ1HsqOTmFkAQ" alt=""><figcaption></figcaption></figure>

When a parent project is selected, the new project will carry over the same permission settings. However, you can always modify the permission for the new project.

## Change project order

You can update the project order by dragging the project to the desired position in the project list view.

## Import projects

Multiple projects can be created simultaneously using **Import**. You can do this by clicking **Import** in the project list view.

## Export projects

You can export a list of projects by clicking **Export** button and select one option from the dropdown.

## Delete project

It is not possible to delete a project, but you can archive it or rename it and use it in another project.


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