Managing Projects

You can use the Projects Configuration page to define the projects available in the Project list during experiment creation and manage which users can access experiments in each project.

This task shows you how to:

Before you begin: Ensure that you have the 3DEXPERIENCE Platform Administrator role.
See Also
Adding an Experiment
Projects
Scientific Notebook Roles and Access Rights

Create a Project

You can add projects at any time, according to your requirements.

  1. On the Scientific Notebook Home page, click Configure.
  2. Select Projects Configuration.
  3. Click and enter the name and a description of the project to add.

    The project name must be unique, irrespective of case.

  4. Click Create.

The list of projects includes your newly created value. Users with access can select this new value from the Project list during experiment creation. You cannot delete projects.

Edit a Project

You can edit the title and description of your projects.

  1. On the Scientific Notebook Home page, click Configure.
  2. For an existing project, click and select Edit project properties.
  3. Edit the Title and Description of the project as required.
  4. Click OK.

The project definition updates and any experiments in the project display the updated title if it changed.

Add Users or User Groups

You can add users or user groups and define their access rights.

  1. On the Scientific Notebook Home page, click Configure.
  2. For an existing project, click and select Edit project rights.
  3. In the top bar of the Edit project rights pane, click and enter part of the user or user group's name in the text field.
    A list of matching users and user groups displays below the text field.
  4. Select the user or user group you want to add to the experiment.
  5. In the Add Rights dialog box, choose the access rights for the new user or user group.
    OptionDescription
    Read The new user or user group can read all experiments in this project. Whenever you add a user or group to a project, they always have read rights selected.
    Create The new user or user group can create new experiments in this project. Users with create rights automatically also have read rights.
  6. Click OK.

The list of shared users for the project updates with the newly added user or user group and their card reports their access rights.

Manage User Roles

You can change the access rights of existing users for a project.

For a user card in the Edit project rights pane, click and select the change you want to make:
OptionDescription
Add Create rights Adds the create rights to a user or user group with only read rights.
Remove Create rights Removes the create rights from the user or user group leaving them with read rights.
Remove Read rights Removes the read rights from the user or user group and therefore removes them from the project altogether.
Open the user group Opens the group in the User Groups app, where you can add and remove members as required.

The user or user group card updates with their new rights.

Delete Users

You can delete users or user groups from an experiment.

For a user or user group card in the Edit project rights dialog box, click and select Remove Permissions.

Tip: You can use 6WTags to filter the list of users and user groups.

The list of users and user groups for the project updates with the removed user or user group no longer shown.