How to...
Use these steps to view details about projects, and perform tasks such as moving a project to a different program, disassociating a project from a program, and adding and deleting projects.
- Related Topics:
- Add a User to the Project Access Control List
Use these steps to give users with a named licenses access to a project. - Add a User to the Project Submitter List
Use these steps to add users to a project Submitter list so that they can upload schedules for the selected project. - Add Missing Snapshot Placeholders
Use these steps to add missing snapshot placeholders to the Projects Snapshot tab grid. - Allow a User with a Submitter License to Upload Schedules
Add the user to the project Submitter list so that they can upload schedules for the selected project. - Allow Users with Named Licenses Read-Only Access to a Project
Use these steps to give users with named licenses read-only access to a project. - Assign a Field Mappings Template to a Project
Assign a field mapping template to a project so that special fields such as code fields and user character fields are mapped to the correct Touchstone field. - Assign an Acceptance Criteria Template to a Project
A project must be associated with an acceptance criteria template. When the schedule is uploaded, Touchstone evaluates it against the acceptance criteria metrics and calculates a score. - Associate a Project with a Program (Projects Hub)
A project must be associated with a program in order for you to submit a schedule. Projects only display in the Submittals view when they are associated with a program. Use these steps to associate a project with a program using the Projects hub. - Copy a Project
You can make a copy of a project to use as the basis for a new project. - Create a New Project (Projects Hub)
You can create a new project and link it to a program. - Create a New Project (Programs Hub Projects Tab)
You can create a new project using the Programs hub Projects tab. - Delete a Project
You can delete a project from the Projects List or Detail view. - Delete a User or Group from the Projects Access Control List
When you delete a user or group from the Access Control List, they will no longer have access to the project. - Disassociate a Field Mapping Template from a Project
If you no longer want a field mapping template to be associated with a project, you can remove it but still keep the template in Acumen Touchstone. - Disassociate a Project from a Program (Projects Hub)
If you no longer want a project to be associated with the selected program, you can disassociate it but still keep it in Touchstone. - Display Missing Snapshots on the Projects Snapshot Tab
A snapshot is missing when a project schedule is not uploaded in the Submittals view by the Window Close Date for a reporting period. - Display the Projects Detail View
Access the Projects Detail view from the Navigation pane under Hubs. - Display the Projects List View
Access the Projects List view from the Navigation pane under Hubs. - Download the Scoring Analysis Report From the Projects Hub
Download the Microsoft Excel report for an accepted or rejected schedule to see details about the acceptance criteria score. - Edit a Single Project Field
If you need to make a change, you can edit a single project field. - Edit Multiple Project Fields
To make changes to multiple fields, change the view to edit mode. - Grant Users Access to Projects
Use these steps to grant users access to set up or view projects. - Move a Project to a Different Program
You can associate a project with a different program. - Select Benchmark Attribute Values (Projects Snapshot tab)
At the end of each period, select benchmark attribute values for each snapshot. - Select Benchmark Attribute Values (Submittals Hub)
Select benchmark attribute values for each snapshot that has been uploaded and accepted. - Set the Schedule Reporting Period (Upload Frequency)
Specify how often you want schedules for this project to be uploaded (monthly, weekly, or bi-weekly). - Upload a Schedule for a Prior Period
When the Window Close Date has passed, the Status column changes to Missing and you can no longer upload a schedule by clicking the link in the Uploaded column. If you are the owner, owner-delegate, or a member of the SYSADMIN group, you can upload a schedule for a period that has already closed.
Parent Topic: Projects