Manage Projects Window

The Manage Project window displays a list of all the projects that currently exist for the database and allows you to perform administrative tasks for multiple projects all at once. If you have created custom project filters, you can apply those same filters in this window.

To open the Manage Projects window, choose Project > Management > Manage Projects.

In a secure database, this is available only to users with the applicable "manage all projects" permissions. Only the type of project that you have permissions for will be displayed. Projects that are under the Locked, Checked Out and Recycle Bin headings will be visible only if you have permissions for all three project types.

Tasks You Can Perform

Some of the tasks you can perform in this window include:

• See a list of private projects created by other users (and perform any administrative tasks that may be needed for those projects).

• Change multiple public projects to private all at once, and vice versa.

• Change the owner for multiple projects all at once.

• Apply the same changes to the project properties for multiple projects all at once.

• Review and edit the security settings (if applicable) for multiple projects all at once.

• Delete, restore, lock and unlock, or undo check out for multiple projects all at once.

• Review and sort projects based on the user who made the last change to a project, the date/time of the last change and the last application that was used to make the change.

Tip: The Manage Projects window allows you to edit the properties of a project that is currently open or in use. When you make a change, the user who has the project open will see the change you have made when the database refreshes (the refresh happens automatically whenever the user makes a change, such as closing a window, selecting a different item, etc.).

Tools

The Manage Project window contains the following commands:

Project

  Close closes the Manage Projects window.

  Edit Project Properties allows you to view and edit the properties of the selected project(s).

  Delete Project permanently deletes the selected project(s) and bypasses the recycle bin. There is no undo for delete unless you have a stored backup or restore point.

  Restore Project is available only when you have selected project(s) under the Recycle Bin heading. Each selected project will be recovered from the recycle bin and restored to its original location in the project list.

Security

  Change Owner assigns a different database user to be the owner for the selected project(s). (See Project Owner.)

  Project Security is available only for public and reference projects in secure databases. It opens the Project Properties window with the Security tab active, where you can specify the user accounts that can view/modify the selected project. (See Planning Your Security Approach.)

  Lock Project moves the selected project(s) into the Locked heading of the project list. When a project is locked, all database users (including the user who locked the project) will have read-only access to the project. In addition, a locked project cannot be deleted or have its properties and public/private/reference status edited. To unlock project(s), choose Unlock Project. (See Locked and Unlocked Projects.)

  Make Private moves the selected project(s) into the Private heading of the project list. To move private project(s) to the Public heading, choose Make Public. (See Public, Private and Reference Projects.)

  Make Reference moves the selected project(s) into the Reference heading of the project list. To move reference project(s) to the Public heading, choose Make Public.

Check Out

  Undo Check Out discards all changes made to a checked out project and restores it to the state it was in at the time it was checked out. (See Check In and Check Out Projects.)

Excel

  Send to Excel exports the data currently displayed in the Manage Projects window to an Excel spreadsheet.