Features & Operations
This section provides detailed information about the complete Projects module, including All Projects, Default Project, Access Cart, Creation of Projects, Project Operations, Board View, List View, Advanced Search, Add Objects, Add Tasks/Non-Object Tasks, 9 Dots action menu, and others.
All Projects
The Projects module includes an ‘All Projects’ area, providing a comprehensive overview of all created projects. When logged in, users can view existing projects, including Project Name, Type, Description, Default, Items, Progress, Owner, Members, Started on, Completed on, Created By, Created On, and Last Activity On.
Name and Project Description can be sorted based on Search criteria.
All columns, except Type and Default, can be sorted in ascending or descending order.
Type signifies the Project type- Generic or Access Cart.
The default is a radio button that signifies the Default Project.
Items signify the total number of items in a particular Project.
Progress signifies the completion rate of a Project.
The owner signifies the user who created the Project.
Members represent the total number of Project members in a Project.
Project Members can download the basic details of all projects available to them. The basic details are displayed on the Projects page.
Latest Baseline Start Date, End Date, Duration, and Expected % Complete displays the most recent baseline details for a project, including start date, end date, duration, and expected % complete. These values help track schedule changes, compare actual progress with the latest approved baseline, and assess overall schedule adherence and performance.
% Complete, Expected % Complete, and Schedule Performance displays key progress metrics for a project, including actual % Complete, Expected % Complete, and Schedule Performance. These values help track execution status, compare actual progress against the baseline plan, and assess whether the project is on track, ahead, or delayed.
Default Project
Users can choose a default project on the Projects page. By default, this is set to Access Cart if enabled in System Settings. The default project allows users to add multiple objects to a project at once. The selection of the Default Project depends on the user's requirements.
Objects can be added to a Default Project from various modules, such as:
Data Catalog View
Business Glossary List View
Global Search
Data Stories
Impact analysis
Data Classification
When selecting an object to include in projects on the Objects page, the first project displayed is the Default Project.
Access Cart
My Access Cart is a feature that enables users to request access to multiple data objects. Only Tables, Files, APIs, and API Attributes can be added to the Access Cart. Users can directly raise Data Access requests for these objects from the Access Cart.
Creation of Projects
Any OvalEdge user can create a new project. When creating a project, the user must input the Project Name, provide a description, select a user to act as the Project Owner, and enter the Start and End dates.
Users can now copy the status workflow from an existing project when creating a new project. This enhancement simplifies project setup by enabling users to reuse predefined workflows.
Upon being assigned as the Project Owner for a project, the respective user will receive a notification informing them of their new role as the Project Owner for that particular project.
However, when a Project Owner is updated or changed, a notification will be sent to all the project members, informing them about the change.
Operations on Projects
The 9 Dots operations on a project include the following:
Delete Project
The Project Owner or Project Admin can delete a project.
Removing Default Project
The Default column will be left empty when "Remove Default Project" is selected from the 9-Dots options.
Configure Task Priorities
Configure Task Priorities defines task priority levels (Low, Medium, High, Highest) based on the urgency, impact, and dependencies. It helps streamline workflows, ensure compliance, and optimize resource allocation. Project admins can also add other custom task priorities based on the requirement.
Project admins can now select and assign colors to Task Priorities while configuring them in Projects. By default, there are four Task Priorities: Low, Medium, High, and Highest. Admins can add colors while configuring Task Priorities from the Nine Dots action menu, modify existing Task Priority colors in Task Shutter, and view assigned task priorities from the selected Project's List View. Colors can be applied to both default and custom Task Priorities.
Clone Projects
The Clone Projects option, available under the Nine Dots menu, allows users to create an exact copy of an existing project, including its associated tasks, metadata objects, assignees, and configurations. This feature is useful when users want to replicate a project structure for similar use cases or recurring workflows without manually recreating all components. Cloning a project helps save time and maintain consistency across multiple projects while allowing modifications to be made to the cloned version as needed.
Raising Service Requests for Projects
Users can initiate Service Requests associated with Projects from the ‘All Projects’ page. Users can generate service requests for Projects, and these will be visible only on the All Projects page.
Accessing a Project
Project Instructions
Project Instructions are guidelines that outline how a project should be carried out. These include the project's purpose, task execution procedures, deadlines, and the responsibilities of team members. Project instructions can be edited only by the Project Admin or Project Owner.
Project Description
The Project Description provides a concise yet comprehensive overview of the project’s purpose, objectives, and scope. The project description can only be added to or edited by project owners and administrators, and it serves as the business purpose for initiating a specific project.
Actions in a Project
Viewing Projects Members
The list of project members on the Projects page can be viewed at the top right corner, next to the Invite User icon. Users can be displayed based on either Users or Roles. All project members can view the list of members within a project. Project Owners and Project Admin users can remove other users from a project through this interface.
Adding/Removing Project Members
Any project member can add or remove users from a Project. The Project Owner cannot be removed from a project unless their role is modified. The Project Admin users cannot be removed from the project. When inviting a user, the system displays all users not currently in the project on one side of a pop-up list, while Project Members are shown on the other. Users can also be sorted by role types.
Configure Synonyms for Search
Navigate to the Project Summary 9 dots option, and here users can view the Configure Synonyms for Search option.
Configure Synonyms for Search are search keywords added to projects to help find them easily. Any user can add a keyword related to a project, and each keyword gets a score based on the user who added or voted for it. The Project appears on Global Search with the search keyword based on the configured search keyword's score.
A score is assigned to each keyword created and voted on below:
Any keyword configured by the administrator is recorded as 3.
Any keyword configured by other users is recorded as 1.
A keyword’s score increases by 3 when the admin upvotes.
A keyword’s score increases by 1 when a project user upvotes.
If users enter the Project through Global Search, the keyword entered at Global Search is added as a configured search keyword with a score of 1.
Only the Project Admin/Owner can delete keywords.
Configure Status Workflow
Navigate to the Project Summary 9 dots option, and here users can view the ‘Status Workflow' option.
Click the Status Workflow option, and here users can track a project's progress through configurable "Status" stages.
For example, a data curation project can have the following stages/statuses: New, In Progress, On Hold, and Completed.
System-defined status
The Status Workflow consists of four predefined statuses:
New: This status identifies new tasks that require addressing.
To-Do: Open and actionable tasks not actively in progress fall into this category.
In Progress: This status indicates tasks that are currently in progress. Tasks in this status signify ongoing work and progress toward completion.
Completed: Tasks that have been completed and require no further action are placed in this status.
Custom Status
Click the + icon from the status workflow section to add a custom status.
Users can create Custom statuses based on project-specific requirements. They must fill in the status name and category when establishing a custom status. The Status Name must be distinct in a Project. Users can assign a customized color to the status, or a default color will be applied based on the selected category. It's crucial to ensure that the Status Name is not duplicated.
Edit status operations:
When objects are added to a Project, they are placed in the Default status, usually "New," although this can be modified to any other status. Only one Default status is allowed.
A status set as the Default status cannot be changed to Inactive or Deleted.
If a status is changed to Inactive or Deleted, the objects in that status are moved to the Default status.
The project owner or administrator can set a status as Active or Inactive based on the project's requirements. When a status is marked as inactive, it won't appear in the Project view. Objects in the inactive status are automatically moved to the Default status.
The sequence of statuses can be arranged within the Status Workflow configuration. This order dictates how the statuses appear in the dropdown menu when users aim to change an item’s status, ensuring that the options are presented in the same order as established in the status workflow settings.
When selected as 'Yes' for the Status color, the system enables the color picker for that status, allowing users to assign a specific color to it.
Project Admins and Owners can configure a Default Assignee for each status in the workflow. When a task transitions to a new status, it is automatically assigned to the designated user for that status. This ensures Consistent ownership across all workflow stages, reduces manual effort during task transitions, and supports both individual and bulk status updates.
Deleting statuses
The project owner or administrator can only delete a status if it is a custom status. It is not possible to delete System Status. As soon as a custom status is deleted, all objects in that status are moved to the Default Status.
Update Owner
Only the Project Admin and the current Project Owner can update the Project Owner. Any Project member can be updated as a Project Owner. When the Owner is updated, all project members receive notifications about the change in ownership.
Add Objects to a Project
Adding/Removing Objects from within the Project
Project members can add or remove objects from a Project. Once added, the object appears on the Project’s Object Summary page. The following objects can be added to a project:
Schemas
Tables
Table Columns
File
File Columns
Reports
Report Columns
Code
Data Stories
Terms
APIs
API Attributes
Click the ‘+ Add Objects’ option and add the required objects.
Adding Objects from Data Catalog
Users can now add objects directly to a project from the Data Catalog view page. Multiple objects can be selected and added to a project. Users may either add the objects to the Default Project or choose a specific project from a dropdown list.
Users can select an assignee while adding any catalog objects to a project.
Navigate to Data Catalog > Tables > Nine Dots > Manage Projects > Add to Project, and here users can select the assignee.
Objects can also be added to a Project from their Object Summary page. Users can select the "Add to Projects" icon to show the number of projects with which the object is currently associated. Clicking on this icon allows them to choose the Project to which they wish to add the object. Additionally, users can include a pre-written task description for the object when adding it to the project.
Adding Objects from Business Glossary
Users can add objects to a Project directly from the Business Glossary list view page. They can select several objects and add them to the Default Project or pick from a list of Projects to add them to one specific project at a time. The first project listed in the dropdown menu is the Default Project, making it easily identifiable for users.
Users can select an assignee while adding Terms to a project.
Navigate to Business Glossary > List View > Nine Dots > Add to Project, and here users can select the assignee.
Objects can also be added to a Project from their Term Summary page. Users can select the "Add to Projects" icon to show the number of projects with which the object is currently associated. Upon clicking this icon, they can choose the Project to which they wish to add the object. Additionally, users can include a pre-written task description for the object when adding it to the project.
Adding Data Stories to a Project
Data Stories can be added to a Project from the Data Story page. Users can select the "Add to Projects" icon to show the number of projects the story is currently associated with. Upon clicking this icon, they can choose the project to which they wish to add the story. Additionally, users can include a pre-written task description for the story when adding it to the project.
Users can select an assignee while adding Data Stories to a project.
Navigate to Data Stories > Open a Data Story > Nine Dots > Manage Projects, and here users can select the assignee.
Adding Objects from Global Search
Users can add or remove an object from the Default project on the search results page, where all objects related to the search request are displayed.
Adding Objects from Impact Analysis
From Impact analysis, Impacted objects can be added/removed from the Default Project from 9-dots.
Create Non-Object Tasks
The "Create Non-Object Tasks" feature enables users to create and manage tasks that aren't directly associated with specific data objects. These tasks can be utilized to track general project activities, such as the term curation process, reviews, or any other project-related work that falls outside the purview of individual data objects.
Click the ‘Add a Non-Object Task’ icon.
An ‘Add a Non-Object Task’ pop-up task shutter is displayed.
Task Summary Details
To create a Non-Object Task, add the following from the Task Summary:
Task Name: It displays the title of an individual task that is created within a project.
Assignee: It displays the name of the member assigned to the task. Members with Author License privileges can adjust task assignees directly on the Task Name page.
Status: This indicates the status associated with the task.
Task Priority: It displays the Task Priority status.
Task Description: It displays the task details. Project Members can edit descriptions without limitations.
Start & End Dates: This displays the assigned start and end dates for the task.
Project Summary Board View
The Board (Kanban) View feature enables users to categorize data objects or tasks into distinct cards, providing a comprehensive snapshot of the project's advancement. Each card, arranged from left to right, signifies a distinct stage of the work process.
This layout facilitates clear visualization of tasks categorized as new, on hold, in progress, Pending Review, or completed, simplifying project management and monitoring.
Changing a task's status can be done by dragging it from one status to another in the Board View or by adjusting the status from the Task Name page.
When users add data objects to a task within a project, the default object naming convention has been updated for better clarity and traceability.
The new naming convention now appends the first level of the object's parent hierarchy to the object name.
The format used is: <Object Name> - <Parent Hierarchy Level 1>
For example, let’s add a table column to a project. The default name for that task would be the table column name, followed by the table name. If the object is a Schema, it is the schema name followed by the connector name.
The Task card displays the task description if available. This enables users to quickly view relevant context and details associated with a task directly from the card view, enhancing usability and clarity in project tracking.
The Project Board View also displays the task status history, showing how tasks have progressed from one status to another, listed from oldest to newest. This functionality improves task traceability by allowing users to track status changes over time directly from the board view.
Each task card includes a Task Priority label that indicates the priority level (e.g., High, Medium, Low). This functionality allows users to quickly assess and manage task urgency directly from the board view, improving prioritization and workflow efficiency.
Advanced Search
Advanced Search functionality enhances the search experience by enabling users to precisely filter data objects based on various criteria, such as Assignee, Status Name, Task Name, Object Type, Object Name, Task Start Date, Task End Date, Task Priority, and Created By.
Assignee: It allows users to filter and display tasks or objects based on the individuals assigned to them.
Status Name: It enables users to filter tasks or objects based on their specific workflow status, such as To-Do, In Progress, Completed, or any custom status defined for the project.
Task Name: Task Name enables users to quickly search and filter tasks by specific keywords or phrases within the task names.
Object Type: Filter data objects by selecting one or more object types, such as Schema, Tables, Table columns, File, File Column, Report, Report Column, Code, Story, and Term.
Object Name: Users can retrieve search results based on the specified Object Name.
Task Start Date: It allows users to filter tasks by their scheduled start dates.
Task End Date: It allows users to filter and view tasks based on their specified end dates.
Task Priority: It enables users to filter tasks by their assigned priority levels—such as High, Medium, or Low.
Created By: It allows users to filter and display tasks or items based on the user who created them.
By utilizing these filters, users gain granular control over their search queries, optimizing their ability to find the precise information they need within the project's dataset.
Task Shutter
Click on any Task to view it in a shutter.
Task Shutter Details
Users can view the following sections from the Task Shutter:
Task Summary: The Task Summary includes the details associated with the selected task, such as Task Name, Assignee, Status, Task Priority, Task Description, Object Name, and Task’s Start & End Dates.
Comments: Show comments related to the task. Project members can tag each other for collaborative purposes. Comments made by users can be deleted.
History: All changes made to a Task are captured in the History with a timestamp, and when a task is deleted, the object is removed from the Projects.
List View of Projects
The List View in Projects now allows users to view tasks and data objects categorized by tabs for each object type (e.g., Tables, Files, Terms, Reports, Non-Object Tasks, etc.).
Users can manually add additional data objects using the ‘Add Objects’ option and create new non-object tasks using the ‘Add a Non-Object Task’ icon.
The following columns are associated with the Objects in List View.
Task Name: It displays the Task Name associated with a Project.
Task Description: It displays the Task Description associated with a Task.
Connection Name: It displays the Connection Name associated with the Object.
Associated Object Name: It displays the object name associated with the Task.
Title: It displays the title of the task.
Status: It displays the status associated with the task.
Assignee: Displays the name of the assignee associated with the Task.
Priority: It displays the Priority associated with the task.
Start & End Date: It displays the start and end dates associated with the task.
Added By/Added On: It displays the user who added the task and the date and time on which it was added.
Updated By/Updated On: This field displays the user who updated the task, along with the date and time of the last update.
Completed By/Completed On: This field displays the user who completed the task, along with the date and time it was last completed.
Business Description: It displays the Business Description associated with the task object.
Expected % complete (Advanced Mode) The Expected % Complete column represents the planned progress percentage of a task based on its start and end dates. It helps compare actual completion against the expected timeline to track performance and schedule adherence.
Schedule Performance (Advanced Mode) The Schedule Performance column indicates how closely task progress aligns with the planned schedule. It compares the % complete with the expected % complete.
Latest Baseline Expected % Complete (Beta Mode) Displays the expected percentage of task completion based on the most recent baseline. It helps compare actual progress against the latest planned schedule in the Projects module.
Latest Baseline Schedule Performance (Beta Mode) Displays the schedule performance based on the latest baseline. The Schedule Performance is categorized into three types, namely On Schedule, Ahead, and Delayed.
If the Percentage Complete aligns with the Expected % Complete, then it is On Schedule.
If the Percentage Complete exceeds the Expected % Complete, then it is Ahead.
If the Percentage Complete is lower than the Expected % Complete, then it is Delayed.
Clone Task
The ‘Clone Task’ option allows users to duplicate existing non-object tasks—those not linked to any specific data object. These tasks can be cloned within the same project or moved to a different project, enabling quicker task replication and reuse.
Bulk operations in List View
Delete Tasks: Users can select multiple objects in the list view and delete them in bulk. After deleting them, the objects are removed from the Project in both the List View and Board View.
Bulk Updation of Task Details: Users can now bulk update task fields, including priority, status, assignee, task description, start date, and end date. Navigate to Projects > List View (select multiple objects) > Nine Dots > Update Task Details. Here, users can bulk update these task fields for multiple selected objects at once.
Conversations
Project Members can easily communicate and collaborate using the conversations window. Users can tag specific individuals or teams in the message using the @ annotation to ensure that the right people are notified and can easily access the message. This feature supports various media types to provide additional context and information, including images, URLs, links, etc.
My Project Tasks on My Resources
Tasks assigned to a Project member appear as "My Project Tasks" on the Home Page for that specific user. Users can directly edit their tasks from the Home Page. The functionalities performed on the Home Page for "My Project Tasks" mirror those performed on the Projects page.
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