Managing Projects

Projects are a collection of data in Accessions, Seedling Batches, and Planting Sites that can be used to group seeds, withdrawals, and sites that are related to each other as part of distinct forestry projects.

Reports can be generated for Projects, and these reports can include totals for multiple Planting Sites (such as total trees planted) that can be used for benchmarking. 

Any user in an Organization can add Accessions, Seedling Batches, and Planting Sites to Projects. Admins are able to create, edit, delete, and generate reports for Projects. Access to Projects is in the left navigation menu under Settings.

To create a Project:

1. In the Projects screen, click Add Project
2. In the Add Project screen, provide the following for the Project:
   1. Name (required)
   2. Description
3. Click Next to add Accessions, Seedling Batches, and Planting Sites with the Project 
   1. In the Select screens, select the Accessions, Seedling Batches, and Planting Sites to add to the Project. Note: If you do not add them at this time, you will be able to add them later.
   2. Click Skip to skip adding any of the above to the Project
4. Click Save to create the Project

To edit a Project:

1. In the Projects screen, click the Project link to access the Project
2. In the Project screen, click Edit Project
3. In the Edit Project screen, change the Project information
4. Click Save to save any changes

To delete a Project:

1. In the Projects screen, click the Project link to access the Project
2. In the Project screen, click the More Options menu (three dots) and select Delete
3. In the Delete Project screen, click Delete to confirm the deletion of the Project

To manage Project Reports, see Reporting for Projects.