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Selecting Projects in the Project Navigator/Project Tree

This feature is available in all editions.

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Overview

The Project Navigator is the tool used to select a project/release and set the context of the data that displays in the grids and rooms. 

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From the Project Navigator, you can:

  • select a project/release

  • apply filters to focus on a subset of a project/release

  • view the entire project tree (or project hierarchy)

To learn how to create, edit, close, or delete a project/release, see Project Administration.

The Recent Projects tab keeps track of your recent project and filter selections (or context) so you can easily jump back and forth between projects/releases

The Project Tree is a flexible tool that allows you to navigate the project list and select the projects you want to see within  and

Using the Project Tree

Click on the Project Navigator button in the top left corner of any page, and then click on the Project Tree tab.

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The Project Navigator displays on most pages the application. The project and any filters that have been applied displays in the Project Navigator. Click on the Project Navigator to search for a new project, selected a recent project context, or select a new project context. When you change your project context, you remain on the same page and the data will be refreshed for the new project context. There's no need to navigate into and out of projects, just switch between projects as necessary throughout the application.

Understanding the Project Tree

To view the Project Tree, click on the Project Navigator button in the top left corner of any page, and then click on the Project Tree tab. Here, the window is divided into two sections: Project List and Project Filters.

Project List

On the left side, you can see a hierarchical view all the projects to which you have  access. To select a project, expand the list and the click on the name of the project you want to view. If you want to narrow your results to show specific information, you can use the filters on the right (see Project Filters below).

Project Filters

On the right side, you and select from a list of filters to view specific details about a project. 

  • Single-level Project View
    Displays data for the selected project only. Child projects are not included.

  • Include Closed Projects 
    Includes all closed projects and child projects. Closed projects outside of the selected branch do not display.

  • Program
    Displays programs in the selected project.

  • Schedule
    Allows you filter data to show project data assigned to a specific schedule.​​

How to Select a Project

To select a project, follow these steps:

  1. Click on a project name in the left corner of any page.
    ProjectNavigator.png

  2. When the Project Navigator window opens, choose one of the following:

    • Click on the Recent Projects tab to search for a project or choose from the list of projects you recently viewed (including any filters that were previously applied), or

  3. Click on the Project Tree tab to see the full project tree and available filters. The tree lists all projects to which you have been granted access.

    ProjectTree.png

  4. Select a project, and then choose the filter(s) you want to apply (optional).

    • Single-level Project View. Displays data for the selected project only. Child projects are not included.

    • Include Closed Projects. Includes all closed projects and child projects. Closed projects outside of the selected branch do not display.

    • Program. Displays programs in the selected project.

    • Schedule. Allows you filter data to show project data assigned to a specific schedule.​​

  5. Click Apply to view the selected project.

What is the "System (All Projects)" Project?

The "System (All Projects)" project sits at the top level of the project tree and was automatically created when VersionOne was set up. We recommend that you create all of your projects/child projects underneath it to retain the flexibility to scale the project tree in the future. To learn more, see Understanding System (All Projects).

What is the "System (All Projects)" Project?

The "System (All Projects)" project sits at the top level of the project tree and was automatically created when VersionOne was set up. We recommend that you create all of your projects/child projects underneath it to retain the flexibility to scale the project tree in the future. To learn more, see Understanding System (All Projects).

 

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