Managing Projects in SimplyAnalytics

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Good afternoon, readers! This week we’re going to talk about project management in SimplyAnalytics and how to best take advantage of it.

Why are projects needed?

Many users  have multiple unique projects going on at the same time. For example, you could be doing: personal research, patron/student assistance, research for a presentation, etc. Projects help keep these unique activities separate from one another to avoid confusion.

What is stored in each project?

All of the locations, variables, business searches, favorites, views, etc. that you use are saved with the project – so each time you login, you can pick up right where you left off.

Getting Started:

The first recommendation we have is to rename your project. You can do this by selecting the “New Project” default title towards the top left of your screen.

Enter a new name within the available text field and hit Enter to save your current project.

Managing Your Project:

Select Manage Project from the top-right of your screen. From here you will have some editing options available:

You can choose to remove any locations, data variables or searches within your project using the options available towards the left of your workspace. This will remove those items from all views they reside in along with removing them from the Edit View screen.

Manage Views: The three-dot menu within this area will allow you to delete or rename the view. Additionally, the up and down arrows will allow you to arrange your views in order of how they appear on the right-hand side of the interface.

Creating a New Project: Select New Project to get started with a brand new project (no locations, variables, searches).

You can always select Open Project to toggle back to older projects.

That’s it for this week’s blog, stay tuned for more!

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