Project Management - Project Manager: Temporary Projects

   

Project Manager: Temporary Projects

   
  Use this page to:

  • Keep track of the work performed during a project.
  • Save a project to a file.
  • Share a project with others (by saving it).
  • Open a previously saved project.
  • See a list of queries or views in this or another project.
There are different forms of this page, depending on whether you are working in a temporary or permanent project. The version of this page for temporary projects is a more limited version of that for permanent projects. This section describes the Project Manager page for a permanent project.

Main Tasks
FAQs
Save a project. What information can I get about the current project?
Open an existing project. Can I save my project work for later use?
Copy project information to a permanent project. How do I find and open a project that has been saved?
List the queries in a project. Can I see someone else's project?
List the views in a project. Can someone else see my project?
How can I share a project with someone else?

See sections "Managing Temporary Projects" in chapter 2, "SRS Projects", of the SRS User Guide , and "Using the Project Manager" in chapter 2, "SRS Projects", of the SRS User Guide for how to use this page.

More about the Project Manager page for temporary projects.

See also Project Manager page for permanent projects.

Project Management - Tasks

   
 

Save a Project

  1. If you have not already done so, click the Projects tab to display the Project Manager page.
  2. Click the button beside Save to desktop:.
  3. Click in the File Download dialog that is displayed.
  4. Complete the requirements in the Save As dialog, e.g. choose a location to save the file and type in a name for the file and click
  5. Click to close the Download complete window, if necessary.
More Examples:See a more detailed example of saving.

You can also save a specific set of results. To do this you need to use the Save Options page.

Open an Existing Project

  1. If you have not already done so, click the Projects tab to display the Project Manager page.
  2. Click the button beside Open from desktop:.
  3. Locate the required file in the Choose file dialog and click the file name to add it to the File name: text box.
  4. Click the button. This will return you to SRS, and add the name and location of the file to the Open from desktop: text box.
  5. Click on the Project Manager page.

Copy Project Information to a Permanent Project

You cannot perform this function within a temporary project. However, you can save the project and then open it from within a permanent project.

List the Queries / Views in a Project

The Project Manager page for temporary projects lists the queries and views that have been created in this project.

Project Management - Examples

   
 

Saving a Project

If you want to share a project with other users, or if you want to move a temporary project to a permanent project list, you first need to save a file containing the project work to your local disk.

To save a temporary project:

  1. Click the Projects tab.
  2. On the Project Manager page, click the button, in the SRS Project Options box.
  3. Select Save this file to disk when prompted.
Figure 2.1 File Download dialog.

  1. Click
  2. In the Save As dialog box, give the project file a name.
Figure 2.2 Save As dialog.

  1. Click The file is now saved.

Project Management - FAQs

   
 

Current Project Information

For a temporary project, the Project Manager page shows a list of the queries you have performed (including the SRS query language version of each one) and a list of views that you have created in the current project.

Saving a Project

You can save your project work for later use or to let other users share the information.

You can save the entire project from the Project Manager page.

If you want to save individual queries you need to use the Manage your Query Results page and the Save Options page.

Locating Existing Projects

The easiest way to locate a project from within SRS is to click the button on the Project Manager page. This will allow you to use the standard method (for your operating system) of choosing a file.

Tip:If you do not know where the file is, then it is suggested that you use whatever methods are available on your chosen operating system to search for the file. This is outside the scope of SRS documentation.

To open the project follow the instructions in the section on opening existing projects.

Sharing Projects

You can share projects with other users by saving the project and allowing them to reopen it. Users cannot normally access other users' projects unless they have been saved and made available. However even temporary projects can remain available until the SRS Administrator deletes the files. Check with your SRS Administrator to find out about the level of security on the installation you are using.

Project Manager: Temporary Projects - Reference

   

 
Figure 2.3 Project Manager page for a temporary project.

Getting to the Project Manager Page for Temporary Projects

This page can be reached by clicking the Projects tab.

Options Area

SRS Project Files

Save
You can save the details of a project to a file. This enables you to share the project with others, to move the project information to a permanent project account, or simply to keep a copy of the project work available for future reference. Click the button to start the process.

Open
You can open a previously saved project from its file. Enter the location of the project file, or click the button and locate the project file. Once the file location is entered in the text box, click the button to start the process.

Data Area

This Temporary Project Contains

Queries
This is a list of queries that have been performed within the current project.

Views
This is a list of views that were created within the current project.

Other Information

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