Managing Projects

Projects let you group related accessions, seedling batches, and planting sites together under a single forestry project. You can use projects to organize your work, filter records across the platform, and generate reports that roll up data from multiple planting sites. Only Admins can create, edit, and delete projects and generate reports. Any user in your organization can add accessions, seedling batches, and planting sites to an existing project.

Create a project

1. In the left navigation, click Settings, then click Projects.
2. Click Add Project.
3. Enter a Name for the project. This field is required.
4. Optionally, enter a Description.
5. Click Next. You'll be prompted to add accessions, seedling batches, and planting sites to the project. You can do this now or skip each step and add them later.
6. Click Save to create the project.

Edit a project

1. In the Projects screen, click the name of the project you want to edit.
2. Click Edit Project.
3. Update the project details as needed.
4. Click Save.

Delete a project

1. In the Projects screen, click the name of the project you want to delete.
2. Click the More Options menu (three dots) and click Delete.
3. In the confirmation screen, click Delete to confirm.

Note: Deleting a project does not delete the accessions, seedling batches, or planting sites associated with it — it only removes the project grouping.

Add accessions to a project

Each accession can belong to only one project at a time.

To add a single accession:

1. Navigate to Seeds > Accessions and click the accession you want to add.
2. In the accession details, find the Project field and click Add to Project.
3. Select the project.
4. Click Save.

To add multiple accessions at once:

1. Navigate to Seeds > Accessions.
2. Check the boxes next to the accessions you want to add.
3. Click Add to Project in the action bar that appears above the list.
4. Select the project.
5. Click Save.

To change or remove the project assigned to an accession:

1. Navigate to the accession details.
2. Click the edit icon next to the Project field.
3. Select a different project, or select No Project to remove the association.
4. Click Save.

To find accessions not yet assigned to a project:

1. In the Accessions screen, click the Project filter above the list.
2. Check No Project and click Apply.

Add seedling batches to a project

Each seedling batch can belong to only one project at a time.

To add a single batch:

1. Navigate to Seedlings > Inventory and click the batch you want to add.
2. Find the Project field and click Add to Project.
3. Select the project and click Save.

To add multiple batches at once:

1. Navigate to Seedlings > Inventory.
2. Check the boxes next to the batches you want to add.
3. Click Add to Project in the action bar above the list.
4. Select the project and click Save.

To add a batch to a project during a withdrawal:

1. During the withdrawal flow, find the Project field in the Withdrawal Details screen.
2. Select the project and click Save.

To change or remove the project assigned to a batch:

1. Navigate to the batch details.
2. Click the edit icon next to the Project field.
3. Select a different project, or select No Project to remove the association.
4. Click Save.

Add planting sites to a project

Each planting site can belong to only one project at a time. Only Admins can add planting sites to projects.

To add an existing planting site:

1. Navigate to the planting site and click Edit Planting Site.
2. Find the Project field and select the project.
3. Click Save.

To assign a project when creating a new planting site:

1. During the planting site creation flow, find the Project field in the site details step.
2. Select the project and continue through the setup.

To remove a planting site from a project:

1. Navigate to the planting site and click Edit Planting Site.
2. Find the Project field and select No Project.
3. Click Save.

Related articles

• Managing Planting Sites
• Seedling Withdrawals
• Adding Accessions