Managing Projects

Introduction

Projects are where your actual research data lives in Cnidarity. Each project exists within a workspace and contains its own set of data models, records, and team members. Projects allow you to organize specific research initiatives with focused data structures and collaboration settings.

Projects are associated with subscription tiers that determine their capabilities, such as the number of models, records, and collaborators allowed.

Creating Projects

To create a new project within a workspace:

1. From your workspace dashboard, click the "+ New Project" button in the top-right corner.
2. In the "Create Project" form, enter a name for your project. Choose a descriptive name that reflects the project's research focus.
3. Add a description that provides context about the project's purpose, methodology, or goals.
4. Select a subscription tier that matches your project needs (Standard or Professional).
5. Provide payment details or select an existing payment method.
6. Click "Create" to complete the process.

Project Settings

You can customize various aspects of your project through the project settings page:

Accessing Project Settings

1. Navigate to your project in the workspace.
2. Click on the "Settings" tab in the project navigation.

General Settings

In the General tab, you can modify basic project information:

• Project Name: Update the name of your project.
• Description: Modify the project description.
• Project Status: Mark a project as active, archived, or completed.

Subscription Management

Manage your project's subscription and billing details:

• Current Plan: View your current subscription details.
• Upgrade: Change to a higher subscription tier.
• Payment Methods: Update payment information.
• Billing History: View past invoices and payment records.

Subscription Tiers

Cnidarity offers subscription tiers to match different research needs:

Managing Projects

As your research evolves, you may need to manage various aspects of your projects:

Project Dashboard

The project dashboard provides an overview of your project, including:

• Summary of models and records
• Recent activity within the project
• Quick access to create new models
• Project member information

Models Management

You can manage your project's data structure through the Models tab:

• Create new models for different research entities
• Add and configure attributes for each model
• Define relationships between models
• View and manage records for each model

Deleting Projects

To permanently remove a project:

1. Navigate to Project Settings
2. Scroll to the bottom of the General tab
3. Click "Delete Project"
4. Type the project name to confirm
5. Click "Permanently Delete"

Project Collaboration

Projects are designed for team collaboration on research initiatives:

Project Roles

Each project supports three member roles:

• Project Admin: Full control over the project, including managing models, attributes, relationships, project details, API access, and user privileges. Can create, update, and delete all project content.
• Regular User: Can create, update, and delete records (model attribute values), but cannot modify models, attributes, or relationships.
• View Only User: Read-only access to the project. Can view records but cannot create, update, or delete any content.

For detailed information about project members and permission management, see:

• Project Members Documentation

Best Practices

Follow these recommendations for effective project management:

• Organize related research in a single project: Group related models and data together rather than spreading across multiple projects.
• Design models before inviting team members: Set up your core data structure before bringing in collaborators.
• Use descriptive naming conventions: Create clear, consistent naming patterns for models and attributes.
• Regularly export important data: Create backups by exporting critical records periodically.
• Select appropriate subscription tiers: Match your tier to your expected project size and complexity.
• Document project structure: Use project descriptions and model documentation to help team members understand the data organization.