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# 3 Project Management # 3 Project Management
This section describes how to add a new project. Adding a project is available for standard user and VIP user.
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## 3.1 Create New Project ## 3.1 Create New Project
<mark>In order to create a new project</mark>: <!-- <mark>In order to create a new project</mark>: -->
In order to create a new project:
1. Click Projects from the Menu Bar.<br /> 1. Click Projects from the Menu Bar to enter Project Search Page.<br />
![Alt](../img/project_menubar.png) <span style="display:block; text-align:center">![Alt](../img/project_menubar.png "project menubar"){:width="800px"}</span>
2. Click the add button from the Project Search Page.<br />
![Alt](../img/add_button.png)
3. You will see an empty Project Form. _Acronym, Title_ and _Local Custodians_ are mandatory fields, whereas others are optional. Provide values for fields. Please note that one of the Local Custodians must be a user with VIP Privileges. E.g. in the demo deployment _alice.white_ is a research principle investigator and is a VIP user.<br />
![Alt](../img/project_custodians.png)
4. Click SUBMIT. Once you successfully save the form, you will be taken to the newly create project's details page, as seen below.<br />
![Alt](../img/project_created.png)
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## 3.2 Manage Project Details
When you first create a _Project_ in DAISY, it will be isolated, with no links to other entities. The _Project_ page provides shortcuts to create such entities, most importantly Datasets and Contracts. If you use these shortcuts the newly created entities will automatically be linked to the project. In the following section we describe how such shortcuts work.
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### 3.2.1 Add Dataset to Project
When a project is created, it will have no associated Datasets. On the project's details page this situation will be highlighted in the **Data of this project** detail box as follows:
![Alt](../img/project_add_dataset.png)
<mark>In order to create a Dataset and automatically link it to the project</mark>:
1. Click the **Add** button pointed by the arrow in the **Data of this project** detail box.
2. You will see the **Dataset Creation Quick Form** as below. The _Project_ field will be auto-selected, in addition you need to provide _Local Custodians_ and a _Title_ for your dataset. Typically the local custodians would be the same as the project, but you are free to choose any user as the custodian. Remember that one of the custodians needs to be a VIP User. Provide the field values and press submit.\
![Alt](../img/project_add_dataset_form.png)
3. Once the dataset is created, you will be taken to the **Dataset's Details Page**, seen below. You can continue working on the data set as described in [this part of the guide](#DM). If you want to go pack to the Project that owns this dataset, then you can click the project link in the dataset's overview box, highlighted below.<br />
![Alt](../img/project_add_dataset_result.png)
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### 3.2.2 Add Contract to Project
TBC
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### 3.2.3 Add Personnel to Project
A project's _Personnel_ refer to those persons that work on the project, we assume that these persons will all have a user account for the DAISY system. The **Personnel** detail box on the _Project_ page also allows linking DAISY _Users_ as personnel of a Project, to do so;
1. Click the plus button on the **Personnel** details box, as seen below.<br />
![Alt](../img/project_ref_user.png)
2. You will be asked to select one user from a searchable list of existing users. Users will be listed with their name and surname. Make a selection and click SUBMIT. <br />
![Alt](../img/project_ref_user_search.png)
Personnel can be unlinked from a Project by clicking on the trash icon that will appear when hovering over items in the **Personnel detail box**, as seen below. Note that the personnel will not be deleted from the system, it will simply be unlinked.<br />
![Alt](../img/project_remove_user.png)
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### 3.2.4 Manage Project Contacts
A project's _Contacts_ refer to those persons that are associated with the Project, but that are not a user of the DAISY system. Under the _Definitions Management_ module, it is possible to manage _Contacts_ and search for them. The **Contacts** detail box on the _Project_ page also allows contact management, as follows;
1. Click the plus button on the **Contacts** details box. You will be given the options to either **Create a new contact** or **Reference an existing contact** as seen below.<br /> 2. Click the add button in the right bottom corner.<br />
![Alt](../img/project_add_contact.png) ![Alt](../img/add_button.png)
2. If you choose to reference, you will be asked to select one contact from a searchable list of existing contacts. Contacts will be listed with their name, surname and role as seen below. Make a selection and click SUBMIT.<br />
![Alt](../img/project_ref_contact.png)
3. If you choose to create new, you will see the contact creation form. Once you fill in the details and click SUBMIT a new contact will be created and automatically linked to the project.<br />
![Alt](../img/project_add_contact_form.png)
Contacts can be unlinked from a Project by clicking on the trash icon that will appear when hovering over items in the **Contacts detail box**, as seen below. Note that the contact will not be deleted from the system, it will simply be unlinked.<br />
![Alt](../img/project_remove_contact.png)
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### 3.2.5 Manage Project Documentation
You can attach documents to a project record in DAISY. Examples of documents are the Project Proposal, Ethics Approvals, Templates of Consent Form or the Subject Information Sheet. Documents can be in any format, PDF, Word or scans. If the document is stored already in an external system, you can also record its link in DAISY.
Document management is done via the **Documents** detail box, as follows:
1. Click the plus button on the **Documents** detail box.<br />
![Alt](../img/project_add_document.png)
2. You will see the _Document_ creation form. Either select _Content_, i.e. file to upload, or paste the document link (if in external system). You will be required to provide a brief description of the document in _Document Notes_. Also you will also be required to select a _Type_ for the document. <br />
![Alt](../img/project_add_document_form.png)
3. Click SUBMIT and the new document will be listed as below. Documents can be deleted by clicking on the trash icon beside each document, also document information can be edited by clicking the pencil icon.<br />
![Alt](../img/project_remove_document.png)
### 3.2.6 Manage Project Publications
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A project's _Publications_ can be managed via the **Publications detail box**, as follows:
1. Click the plus button on the **Publications** detail box. You will be given the options to either **Create a new publication** or **Reference an existing publication** as seen below.<br /> 3. You will see an empty Project Form. *Acronym*, *Title* and *Local Custodians* are mandatory fields, whereas the others are optional. Provide the values for the fields. Note that at least one of the Local Custodians **must be VIP user**. E.g. in the demo deployment *alice.white* is a research principle investigator and VIP user.<br />
![Alt](../img/project_add_publication.png) <!-- ![Alt](../img/project_custodians.png) -->
<span style="display:block; text-align:center">![Alt](../img/project_custodians.png "Project custodians"){:width="800px"}<br/></span>
2. If you choose to reference, you will be asked to select one publication from a searchable list of existing publications. Publications will be listed with their citation string. Make a selection and click SUBMIT.<br /> 4. Click SUBMIT. Once you successfully save the form, you will be taken to the newly create project's details page, as see below.<br />
![Alt](../img/project_ref_publication.png) <!-- ![Alt](../img/project_created.png) -->
<span style="display:block; text-align:center">![Alt](../img/project_created.png "Project created "){:width="800px"}<br/></span>
3. If you choose to create new, you will see the publication creation form asking you for the _Citation string_ and the _DOI_ for the paper. Once you fill in the details and click SUBMIT a new publication will be created and automatically linked to the project.<br /> <br>
![Alt](../img/project_add_publication_form.png) <!-- <a name="PM2"></a> -->
## 3.2 Manage Project Details
[**See full section here.**]({{ "/manual/project_management_details/" | relative_url }})
Publications can be unlinked from a Project by clicking on the trash icon that will appear when hovering over items in the **Publications detail box**, as seen below. Note that the publication will not be deleted from the system, it will simply be unlinked.<br /> When you first create a *Project* in DAISY, it will be isolated, with no links to other entities. The project page provides shortcuts to create (and edit) following entities: dataset, contract, personnel, contacts, documentation and publications. If you use these shortcuts the newly created entities will automatically be linked to the project.
To add some details, click plus button in the particular entity box.
<span style="display:block;text-align:left">![Alt]({{ "img/add_details_button.png" | relative_url }}){:width="400px"}</span>
![Alt](../img/project_remove_publication.png) [**See full section here.**]({{ "/manual/project_management_details/" | relative_url }})
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---
layout: page
title: Manage Project Details
permalink: /manual/project_management_details/
order: -1
---
<small>
[User guide]({{ "/manual/" | relative_url }}) &raquo; [*3. Project Management*]({{ "/manual/#3-project-management" | relative_url }}) &raquo; [*3.2 Manage Project Details (**GO BACK to main page**)*]({{ "/manual/#32-manage-project-details" | relative_url }})
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---
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## 3.2 Manage Project Details
{:.no_toc}
* TOC
{:toc}
---
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This section describes how to manage the project's entities details. Newly created project in DAISY has no links to other entities (e.g. personnel). Simply by clicking the plus button in the entity details box, you can create entity, which will automatically be linked to the project.
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<span style="display:block;text-align:center">![Alt]({{ "img/project_entities.png" | relative_url }}){:width="800px"}<br/><small>Project's entities detail boxes</small></span>
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### 3.2.1 Add Project Dataset
When a project is created, it will have no associated datasets. On the project's details page this situation will be highlighted in the *Data of this project* detail box as follows:
<span style="display:block;text-align:center">![Alt]({{ "img/project_add_dataset.png" | relative_url }}){:width="600px"}</span>
<br>
<mark>In order to create a Dataset and automatically link it to the project:</mark>
1. Click the **Add** button pointed by the arrow in the *Data of this project* detail box.
2. You will see the **Dataset Creation Quick Form** as below. The *Project* field will be auto-selected, in addition you need to provide *Local Custodians* and a *Title* for your dataset. Typically the local custodians would be the same as the project, but you are free to choose any user as the custodian. Remember that one of the custodians needs to be a VIP user. Provide the field values and press submit.
<span style="display:block;text-align:center">![Alt]({{ "img/project_add_dataset_form.png" | relative_url }}){:width="800px"}</span>
3. Once the dataset is created, you will be taken to the **Dataset's Details Page**, seen below. You can continue working on the data set as described in [section Dataset Management]({{ "/manual/#4-dataset-management" | relative_url }}).
If you want to go back to the Project that owns this dataset, then you can click the project link in the dataset's overview box, highlighted below.<br />
![Alt]({{ "img/project_add_dataset_result.png" | relative_url }})
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### 3.2.2 Add Project Contract
Contract allows for recording legal documents signed in the context of research activities. It provides the necessary traceability for the GDPR compliant provision and transfer of data.
<mark>To add new contract to the project:</mark>
1. Click the plus button on the Contract details box.
<span style="display:block;text-align:center">![Alt]({{ "img/project_add_contract.png" | relative_url }}){:width="800px"}</span>
2. You will see the *Contract Creation Quick Form* as below. In the *Roles* field, you are expected to select one or more GDPR role that identifies your institutions roles as described in the Contract ([find out more about the GDPR roles.](https://edps.europa.eu/sites/edp/files/publication/19-11-07_edps_guidelines_on_controller_processor_and_jc_reg_2018_1725_en.pdf))
Remember that one of the custodians needs to be a VIP user. Provide the field values and press submit.
<span style="display:block;text-align:center">![Alt]({{ "img/project_add_contract_form.png" | relative_url }}){:width="800px"}</span>
3. The contract can be viewed by clicking its name in the detail box. (More details [here]({{ "/manual/#5-contract-management" | relative_url }}).) The contract can be removed from a project by clicking on the trash icon that will appear when hovering over the items in the *Contracts* detail box.
<span style="display:block;text-align:center">![Alt]({{ "img/project_remove_contract.png" | relative_url }}){:width="800px"}</span>
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### 3.2.3 Add Project Personnel
A project's *Personnel* refer to those persons that work on the project, we assume that these persons will all have a user account for the DAISY system. The *Personnel* detail box on the *Project* page also allows linking DAISY *Users* as personnel of a project.
<mark>To add personnel to the project:</mark>
1. Click the plus button on the *Personnel* details box.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_ref_user.png" | relative_url }}){:width="400px"}</span>
2. You will be asked to select one user from a searchable list of existing users. Users will be listed with their name and surname. Make a selection and click SUBMIT. <br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_ref_user_search.png" | relative_url }}){:width="400px"}</span>
Personnel can be unlinked from a Project by clicking on the trash icon that will appear when hovering over items in the *Personnel detail box*, as seen below. Note that the personnel will not be deleted from the system, it will simply be unlinked.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_remove_user.png" | relative_url }}){:width="400px"}</span>
<br>
<!-- <a name="PM24"></a> -->
### 3.2.4 Manage Project Contacts
A project's *Contacts* refer to those persons that are associated with the project, but that **are not a user** of the DAISY system. Under the *Definitions Management* module, it is possible to manage *Contacts* and search for them. The *Contacts* detail box on the *Project* page also allows on contact management.
<mark>To add project's contact details:</mark>
1. Click the plus button on the Contacts details box. You will be given the options to either **Link to existing contact** or **Create a new contact**, as seen below.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_contact.png" | relative_url }}){:width="400px"}</span>
2. If you choose to link, you will be asked to select one contact from the dropdown list of existing contacts. Contacts will be listed with their name, surname and role as seen below. Make a selection and click SUBMIT.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_ref_contact.png" | relative_url }}){:width="400px"}</span>
3. If you choose to create new one, you will see the contact creation form. Once you fill in the details and click SUBMIT a new contact will be created and automatically linked to the project.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_contact_form.png" | relative_url }}){:width="400px"}</span>
Contacts can be unlinked from a Project by clicking on the trash icon that will **appear when hovering over** items in the Contacts detail box, as seen below. Note that the contact will not be deleted from the system, it will simply be unlinked.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_remove_contact.png" | relative_url }}){:width="400px"}</span>
<br>
<!-- <a name="PM25"></a> -->
### 3.2.5 Manage Project Documentation
Document management is done via the *Documents* detail box. You can attach documents to a project record in DAISY. Some examples of the documents are listed below:
- Project Proposal
- Ethics Approvals
- Templates of Consent Form
- Subject Information Sheet
<!-- Documents can be in any format, PDF, Word or scans. If the document is stored already in an external system, you can also record its link in DAISY. -->
The format of the documents is not limited, these can be PDF, Word or images. If the document is stored already in an external system, you can also record its link in DAISY.
<mark>To add new document:</mark>
1. Click the plus button on the *Documents* detail box.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_document.png" | relative_url }}){:width="800px"}</span>
2. You will see the *Document creation form*. Either select *Content* to upload a file or paste the document link (if exists in an external system). You will be required to provide a brief description of the document in *Document Notes*. Also you will also be required to select a *Domain Type* for the document. <br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_document_form.png" | relative_url }}){:width="400px"}</span>
3. Click SUBMIT and the new document will be listed as below. Documents can be deleted by clicking on the trash icon beside each document. The document information can be edited by clicking the pencil icon.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_remove_document.png" | relative_url }}){:width="800px"}</span>
<br>
### 3.2.6 Manage Project Publications
<!-- <a name="PM26"></a> -->
A project's *Publications* can be managed via the *Publications detail box*.
<mark>To add new publication:</mark>
1. Click the plus button on the *Publications* detail box. You will be given the options to either **Link to existing publication** and **Create a new publication**.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_publication.png" | relative_url }}){:width="800px"}</span>
2. If you choose to link, you will be asked to select one publication from a searchable list of existing publications. Publications will be listed with their citation string. Make a selection and click SUBMIT.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_ref_publication.png" | relative_url }}){:width="400px"}</span>
3. If you choose to create new, you will see *Publication creation form* asking you for the *Citation string* and the paper's *DOI*. Once you fill in the details, click SUBMIT. The new publication will be created and automatically linked to the project.<br />
<span style="display:block;text-align:left">![Alt]({{ "img/project_add_publication_form.png" | relative_url }}){:width="400px"}</span>
<br>
Publications can be unlinked from a project by clicking on the trash icon that will **appear if hovering over** items in the *Publications detail box*, as seen below. Note that the publication will not be deleted from the system, but simply unlinked from project.<br />
<span style="display:block;text-align:center">![Alt]({{ "img/project_remove_publication.png" | relative_url }}){:width="800px"}</span>
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### **3.2.7 Appendix for VIP users**
This section describes management of the project's access permissions. If VIP user (check [users groups here]({{ "manual/#what-are-the-users-groups" | relative_url }})) owns a project or is its Local Custodian, he can grant users with the project's privileges.
By clicking *eye button* in the project overview box, VIP user can enter *Change permission* page.
<span style="display:block;text-align:center">![Alt]({{ "img/change_permissions.png" | relative_url }}){:width="800px"}</span>
#### Permissions
- **Admin**
Grant the right to change permissions on this project and grant all other permissions.
- **Edit**
Grant the right to edit this project.
- **Delete**
Grant the right to delete this project.
- **View**
Grant the right to view this project.
- **Protected**
Grant the right to access protected information on this project.
---
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