In Companion, all projects are opened from and saved to the project repository. A project contains all the forms, tools, project data, tasks, data analyses, and related documents that are generated during a continuous improvement project. As Companion users work on their projects in the desktop app, the project data they enter is used to calculate dashboard reports. Storing projects in the project repository ensures that dashboard reports are comprehensive and up-to-date.
Filter | Projects that are displayed |
---|---|
All Projects (folder view) |
For users, all projects in which you are a named user who has Can View access or Can Edit access, and all projects that you own. For data architects and administrators, all projects in the project repository. |
Projects I Own |
All projects that you own. |
Shared With Me (Editor) |
All projects in which you are a named user who has Can Edit access. |
Shared With Me (Viewer) |
All projects in which you are a named user who has Can View access. |
Shared With Me (All) |
All projects in which you are a named user who has Can View access or Can Edit access, and all projects that you own. |
Checked Out Projects |
For data architects and administrators only, all projects that are currently checked out by any user. |
Trash |
Projects that are marked for deletion. These projects can be permanently deleted only by their owner, a data architect, or an administrator. |
Sometimes, a filter might display more than one project with the same name. If this occurs, and you are not sure which project to open, hold the mouse pointer on the project name until you see the file path.