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In this lesson, we’ll introduce you to projects in Upchain, including the information you can access within a project, the workflow of a project and the difference between public and private projects.
In this video we will discuss projects in Upchain, the information available in a project and the difference between public and private projects.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:08
What is a project in Upchain?
00:10
Well, a project in Upchain contains all the work, effort, assignments, members, and materials, such as your bill of materials,
00:18
business processes, documents, project plans, and project and team members related to your product.
00:27
Essentially, all of the data connected to your product will be contained within the project.
00:33
None of the objects we discussed can exist without being tied to a project.
00:38
Projects are the foundation of your product development process in Upchain.
00:43
Once a project is created, you can organize all of the information related to your product.
00:49
A unique feature of projects in Upchain is the Workflow.
00:53
The Workflow dictates the lifecycle of the project. When a project is first created, it is placed in a draft state.
00:60
When a project is in a draft state, only the creator of the project can see it.
01:04
It should also be noted that creator can only see the project in the web app at this point.
01:10
They will not be able to see it in any of the plugins.
01:13
Once the project is activated and the workflow started, the project moves into an active status.
01:19
In this state, the project is now visible to project members or teams that have been added.
01:24
The project can also be added to the Favorites list and have it show on the main dashboard.
01:30
The next step in the Project Workflow is Closed or Archived.
01:34
This step in the workflow is selected when the project is finished or paused for an extended period of time.
01:40
When the project is in this state, everything connected to the project is in a "read only" state. No changes can be made to the project.
01:48
From there, you can either select Finish Workflow, which moves the project to a completed state and therefore cannot be reopened,
01:55
or reopen the project and move it back into an Active state.
02:00
Therefore, you can work on the project once again.
02:08
Once a project has been created, you need to determine if it will be a Public project or a Private project.
02:15
A Private project is only visible to the project team members or teams,
02:20
while a Public project is available to all registered users in your tenant.
02:25
Any project that you have been given access to will be visible through the web app and any of the plugins that you're using.
02:31
So now that we know what a project is, our next step is to go ahead and create one.
Video transcript
00:08
What is a project in Upchain?
00:10
Well, a project in Upchain contains all the work, effort, assignments, members, and materials, such as your bill of materials,
00:18
business processes, documents, project plans, and project and team members related to your product.
00:27
Essentially, all of the data connected to your product will be contained within the project.
00:33
None of the objects we discussed can exist without being tied to a project.
00:38
Projects are the foundation of your product development process in Upchain.
00:43
Once a project is created, you can organize all of the information related to your product.
00:49
A unique feature of projects in Upchain is the Workflow.
00:53
The Workflow dictates the lifecycle of the project. When a project is first created, it is placed in a draft state.
00:60
When a project is in a draft state, only the creator of the project can see it.
01:04
It should also be noted that creator can only see the project in the web app at this point.
01:10
They will not be able to see it in any of the plugins.
01:13
Once the project is activated and the workflow started, the project moves into an active status.
01:19
In this state, the project is now visible to project members or teams that have been added.
01:24
The project can also be added to the Favorites list and have it show on the main dashboard.
01:30
The next step in the Project Workflow is Closed or Archived.
01:34
This step in the workflow is selected when the project is finished or paused for an extended period of time.
01:40
When the project is in this state, everything connected to the project is in a "read only" state. No changes can be made to the project.
01:48
From there, you can either select Finish Workflow, which moves the project to a completed state and therefore cannot be reopened,
01:55
or reopen the project and move it back into an Active state.
02:00
Therefore, you can work on the project once again.
02:08
Once a project has been created, you need to determine if it will be a Public project or a Private project.
02:15
A Private project is only visible to the project team members or teams,
02:20
while a Public project is available to all registered users in your tenant.
02:25
Any project that you have been given access to will be visible through the web app and any of the plugins that you're using.
02:31
So now that we know what a project is, our next step is to go ahead and create one.
In this video we will discuss some of the different ways you can use projects in Upchain and how they can be time based or open ended.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
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