About Projects

Projects manage governance initiatives, such as data curation and impact analysis. The Projects module's primary objective is to monitor and measure the progress of the Project, ensuring that project managers and key stakeholders stay informed. This process involves creating a new project and task by adding objects to the Project, inviting users, tracking status, posting instructions, adding task notes, leaving comments, and searching for data objects using an advanced search filter. By leveraging projects, teams can collectively manage tasks, communicate effectively, and track progress.

Security of Projects

The OvalEdge Administrator, also known as OE_ADMIN, plays a crucial role in managing and administering projects. By default, OE_Admin is the Project Admin.

The various roles defined for Projects include:

Role(s)	Responsibilities	Licenses Required
Project Admin	The Project Admin role, configured in the System Settings, gives complete access to all projects within the tool. However, only one role can be designated as the Project Admin.	Author
Project Owner	Project Owners have full privileges within their specific project(s). Any user creating a Project will be automatically assigned as Project Owner.	Author, Viewer
Project Member	Project Members can perform various operations related to objects within the project. However, they cannot configure workflow, update project owner, delete project, etc.	Author, Viewer

Within System Settings, users can configure permissions to view objects added to a project.

• If set to "true," Project members can view only those objects in projects for which they have Meta Read permission.

• If set to "false," Project members can view all project objects, regardless of individual permissions.

Projects Activities

Project activities carried out by specific user roles are defined below:

OvalEdge Administrator	Creates the Project Admin role with project creation privileges. Note: OvalEdge Administrators are project administrators by default, but they can leverage their responsibilities as Project Administrators if necessary.
Project Administrator	Have all privileges in all Projects in OvalEdge
Project Owners	Invite members to the project Add or delete data objects in Projects Assign a task to the user Configure the search keyword With Advanced Search, filter task details and assignee names within a project Change the status of the task in bulk Transfer the ownership to another user Add or edit the instructions of the Project Add or edit the project description Download the project and objects list Collaborate with others on a project Configure Status Workflow Delete the Project
Project Member	Invite members to the project Add or delete data objects in Projects Assign a task to the user Configure the search keyword With Advanced Search, filter task details and assignee names within a project Change the status of the task in bulk Add or edit the project description Download the project and objects list Collaborate with others on a project

Working with Projects

Project workflows involve inviting project members to participate, assigning them to data objects (tasks), and allowing them to perform various operations, as shown below.

To facilitate these workflows, users must designate a project administrator to create the project and invite members to participate. Once the project is created, members can be assigned to specific tasks, enabling them to fulfill their responsibilities.

The key members associated with a project include:

• Project Administrator

• Project Owner

• Project Member

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