Projects

The Projects module is where you create, organize, and manage project work for the selected tenant (e.g., AUSTIN DURHAM (PERSONAL)). You can view current projects, create new projects, and manage access, documents, and settings for each project.

Projects List

When you open Projects, you’ll see a list view with:

• Tabs: Active / Deleted (to switch between live projects and deleted ones)
• Search: a search box (Search projects…)
• Columns: Project name, Type, Status

Filtering & Searching

• Use the Active / Deleted tabs to switch between project groups.
• Use Search projects… to filter by project name.

Opening a Project

Click a project name (e.g., Project A) to open its project view.

Creating a Project

1. Go to Projects.
2. Click Create Project.
3. Fill out the Project Details form:
   • Project Name (required)
   • Type (required; selected from a list during creation)
   • Color (required; hex value)
   • Description (optional notes/scope/extra info)
   • Parent Project (optional — used to create a sub-project hierarchy)
4. Review “Setup Steps” (describing areas you can configure later, like location and access).
5. Click Create Project to save.

Important: Once created, some fields (like “Project Type”) may be read-only in settings depending on your configuration. Choose the type carefully during creation.

Managing a Project

Project Navigation

Inside a project you’ll typically see tabs like:

• Dashboard
• Documents
• Settings

Use the Back link at the top to return to the project list.

Project Dashboard (Project Summary)

The project dashboard gives a high-level overview, including:

• People With Access (count and direct assignments)
• Organizations (inherited access groups)
• Documents (document count and folders)
• Subprojects
• Basic Information
  • Type
  • Created date
  • Status
  • Location status (e.g., “No location” if not set)
  • Description status (e.g., “No project description…” if empty)
• Quick Actions
  • Open Documents
  • Manage Access (takes you into project settings)
  • Open Settings (core project actions)

Use these cards and quick actions to immediately see what’s configured and where work needs to happen.

Project Documents

The Documents tab lets you manage project files and folders.

Common tools:

• Grid / List view toggle
• Folder navigation (e.g., Home)
• Actions menu (for uploads/folder creation, depending on permissions)
• Open Trash to view deleted documents/folders

If the folder is empty, you’ll see guidance to upload files or create a new folder.

Project Settings

Project settings is where you edit identity and manage access.

Details (Identity)

You can edit:

• Project Name
• Project Color
• Parent Project
• Description

Typical buttons include:

• Reset
• Save Details

Note: Project Type may be read-only (depends on your configuration).

Access (Assignments)

Access includes:

• Adding organizations (inherited access)
• Adding users (direct access)

Assignments let you review direct assignments, inherited organization access, and effective access sources in one view.

Best Practices

• Name consistently: Use a naming convention (job number + short description) to keep search results clean.
• Use parent projects intentionally: Only create sub-projects if it improves reporting or access clarity.
• Review access regularly: Use the project dashboard’s counts and quick actions to spot missing access, missing documents, and empty structure.

Last Updated: June 10, 2026 (Managed by Bridge Platform Administration Team)