A project is a file contains all the forms, tools, data, and related documents that are generated during an improvement project.

Watch this video to learn more:

You use tools and forms to collect data about your project. For example, you can use a mapping tool to map the process that is failing, a brainstorming tool to capture possible reasons why the process is failing, and forms to analyze and document the steps you are taking to improve the process.

You edit projects in the desktop app and save them to the project repository. With all the projects in a common location, Engage summarizes project data and displays it in dashboard reports.

Projects and workflow

When workflow is on, you can start a project in either of the following ways:
  • To start a project that is part of the workflow review and approval process, you must first submit an idea. You can submit an idea from the web app or the desktop app. For more information, go to Create, submit, and view ideas.
  • To start a project that is not part of the of the workflow review and approval process, you must sign in to the desktop app. For more information, go to Start a non-workflow project.

When workflow is off, you can start a project by opening the desktop app. Choose File > New, then choose a project template.

Upload desktop projects

You can upload any of the following project files from your computer to your Engage subscription.
  • Workspace (.qcpx)
  • Companion (.qcpx)
  • Quality Companion 3 (.qcp)
Desktop projects are converted to Engage projects when you upload them to your subscription.
  1. Open the Engage desktop app and sign in to your subscription.
  2. Choose File > Open > Computer > Upload Projects.
  3. Navigate to the project location, select the projects to upload, then click Open.
  4. After the upload is complete, click Done.
  5. Choose File > Open > Project Repository.
  6. Click Browse to open and review the uploaded projects.
  7. Refer to the Archived Items folder in the Roadmap for information about any legacy or custom data in the project.
Note

With desktop projects, data is managed locally. With an Engage subscription, data is managed globally. During the upload of desktop projects, any local data field that matches both the name and the properties of a global data field is mapped and included in dashboard reports. A local data field that does not map to a global data field is preserved as a local data field. To manage and include a local data field in dashboard reports, a data architect must recreate it as a global data field in the design center. For more information about data fields, go to Data fields.

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