Using the Project Manager

   
  The Project Manager page is used for project administration. From this page you can create a new project, switch to another project, copy information between projects, open saved projects, save projects, rename projects and delete projects.

These functions are described below.

Note: Some functions, namely creating a new project, switching to other projects, deleting and renaming projects, are not available for temporary projects.

Creating a New Project

   
  The Project Manager page allows you to create new permanent projects within an account and move between them (see also section "Switching to Another Project").

Note: This feature is not available for temporary projects.

To create a new project:

  1. Click the button.
This will start a new project and display the Select Databanks To Search page.

Switching to Another Project

   
  The Project Manager page allows you to move between projects that have been saved in your account.

Note: This feature is not available for temporary projects.

To return to a project that you have already saved:

  1. From the Project Manager page, select the project you want to resume from the drop-down list in the Other Projects box.
  2. Click the button. The project you have just selected is now displayed on the Project Manager page. You can work with this project as usual.

Copying Project Information

   
  You can copy information such as views and queries from one project to another.

Note: This option will only be available if you have more than one project in your account. This option is not available for temporary projects.

To copy project information:

  1. Make sure you are in the project from which you want to copy items (see section "Switching to Another Project"). Select the items you wish to copy by ticking the check boxes beside those items.
Figure 2.7 Choosing items to be copied.

  1. Choose the project to which you want the items to be copied using the drop-down list in the Project Options box:
Figure 2.8 Choosing a project to which to copy items.

  1. Click on the button to copy the items.
This will copy the selected queries and views to the chosen project, and switch to using that project.

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 project:

  1. Make it the current project. (See section 2.4.2 "Switching to Another Project" )
  2. Click the button, in the Project Options box.
  3. Select Save this file to disk when prompted.
Figure 2.9 File Download dialog.

  1. Click
  2. In the Save As dialog box, give the project file a name.
Figure 2.10 Save As dialog.

Note: It is better not to include spaces and other special characters in names as some systems do not handle them properly. Use an underscore, or start new words with a capital letter instead.

  1. Click The file is now saved and the system is ready to save another project, if you wish.

Opening a Saved Project

   
  You can open a saved project (e.g. from a different account (to which you have access), or a temporary project that was saved) using the button in the Other Projects box on the Project Manager page.

To open a project from your local disk:

  1. Type the file name in the text box beside the button, or use the button to help locate your project.
  2. Click the button. This will open the project, and you can start working with the project as usual.

Deleting a Project

   
  When you no longer need a project you might want to delete it. This may become necessary if the number of projects for a particular permanent project account nears 99. (The upper limit for the number of projects available to a permanent project account is 99.)

Note: This feature is not available for temporary projects.

To delete a project:

  1. Set the project that you want to delete as the current project. (See section 2.4.2 "Switching to Another Project" )
  2. Click the button.

Renaming a Project

   
  Default project names (project1, project2, projectN) can be personalized to make it easier to keep track of the work you have performed in each project.

Note: This feature is not available for temporary projects.

To rename a project:

  1. Type a new name in the Rename project: text box in the Project Options box.
Note: It is better not to include spaces and other special characters in names as some systems do not handle them properly. Use an underscore, or start new words with a capital letter instead.

  1. Click the button. The page will be refreshed showing the new project name.

 
Figure 2.11 Personalized project names.

All the work you do using SRS will be within projects. These are simply a way of keeping related work together, and any queries, views, etc. that are created in a project will be stored in the project history. This chapter introduces SRS projects. By the end of this chapter you will have learned more about:

  • The benefits of using temporary and permanent projects.
  • How to start or return to a project.
  • Features that are available in permanent projects.
  • How to make temporary project data available in other projects.
  • How to move temporary project work to a permanent project.