Project spaces
A project space structures the identity, status, location, participants, keywords, parameters, documents, and conversations related to a mandate.
15 articlesStructure a project space and its context
Start with essential properties, then add only confirmed information needed for the mandate.
- Start here
Create a new project
Create a project, enter its essential information, and set its location.
Read the article Complete a project’s context
Enter the project details, participants, keywords, parameters, and documents.
Read the articleUnderstand private and shared project-space sides
Verify which organization owns data and which items are actually shared with participants.
Read the articleManage project-space organizations and collaborators
Add participants, confirm affiliations and roles, then choose their private or shared scope.
Read the articleManage project-space keywords and parameters
Use available catalogs, value types, and units to structure confirmed mandate data.
Read the articleUse a project-space document library
Add, find, and open authorized documents that support project context.
Read the articleDefine a project-space location
Search the address, verify the map, and confirm coordinates before saving.
Read the articleManage a project-space summary and status
Edit the authorized summary, follow saving, and distinguish a draft from an applied change.
Read the articleUse project conversations and workspaces
Find associated exchanges and start a workspace in the correct project scope.
Read the articleDiagnose a missing or partial project space
Check filters, affiliation, sharing, and load state before requesting an access change.
Read the articleTroubleshoot project-space saving or sharing
Check required fields, code, affiliation, and private or shared scope.
Read the articleEstablish and manage the shared side of a project space
Confirm sharing eligibility, participating organizations, and private or shared scope before saving.
Read the articleAssociate catalogs and governed metadata with a project
Search available keywords or parameters, filter them, and associate only values relevant to the project.
Read the articleReview and correct project memory
Search memorized facts, open their source email when available, and correct context instead of reusing doubtful information.
Read the articlePrepare and submit a project summary or status change
Separate content changes from status transitions and follow the approval workflow when one is started.
Read the article
Guides appear in the recommended order; open the one that directly matches your need.