22. Projects¶

The Projects application in d3VIEW helps keep not only your data organized, but your roles and users focused on important goals and tasks while using the platform. Projects can be populated with simulations, physical tests, templates and files to help users collaborate on studying important data.

What Will Be Covered

Creating New Projects
Adding Simulations, Physical Tests and Templates
Project Sections and Basic Overview

22.1. New Projects¶

To get started on using this application, you’ll need to first create a new project. In this section, we’ll go over the basic steps to creating one as well as a home page overview of your newly created project. Make sure to click over to your “Projects” section under the left panel application menu.

Creating a New Project¶

From the all projects home, start by clicking on the “New Project” button in the top right corner of the page, opening up the New Project window.

^{Figure 1: New Project Window}

In this window, fill out your desired specifications for the Project. You can also pick users to add to the project, write out a description, add tags, pick a parent project if you have any and choose a program. Most importantly, make sure to choose a name. You can also come back to edit these specifications later. To finish, click “OK”.

^{Figure 1: Fill Out Project Specifications}

Existing users are prevented to add to the same Project again with a Different role.

^{Users in Projects}

New Project Overview¶

After clicking “OK” in the New Project window, your new project should appear on the All Projects tabs. Click on the project’s name on the black folder to open it in a separate tab.

^{Figure 2: Open Newly Created Project}

The Home section of your project shows an overview of activity on the application, particularly activity such as who has created or made edits to projects and their data. On the left side panel, you can move through the different sections of your project: Home, Simulations, Physical Tests, Templates and Files.

^{Figure 3: Project Home Overview}

NEW as of March 7, 2022, you can now view a summary of a project in the Home tab.

^{Figure 4: Summary View}

22.2. Populating a Project¶

After creating your project, you’ll want to populate it with you data. In this section, we’ll go over adding simulations, physical tests and templates to your project.

Adding a Simulation¶

To open the Submit Simulation window, click on Simulation under “+ Add” at the bottom of the Project’s panel. You can also click on the “New Simulation” button in the top right corner of the project’s Simulations section.

^{Figure 5: New Simulation}

In this window, make sure to choose the current project under the “Project” drop-down located next to “Milestone” in the same row as “Description”. Then, continue configuring the simulation as usual. Please visit “Simulations” in the d3VIEW documentation to learn how to submit a simulation successfully.

^{Figure 6: Choosing the Project for the Simulation}

Adding a Physical Test¶

To open the Create New Test window, click on the “New Physicaltest” button in the top right corner of the project’s Physical Tests section.

^{Figure 7: New Physical Test}

In this window, make sure to choose the current project under the “Project” drop-down located next to “Loadcase” in the same row as “Program”. Then, continue configuring the physical test as usual. Please visit “Physical Test” in the d3VIEW documentation to learn how to upload a physical test successfully.

^{Figure 8: Choosing the Project for the Physical Test}

Adding a Template¶

To open the Create Response Template window, go to the project’s Templates section and click on the “New Template” button in the top right corner of the page. Create the template as usual. Please visit “Templates” in the d3VIEW documentation to learn how to navigate this window. There is no option to choose a project under this window. By creating the template in project application, the template will automatically appear to the project.

^{Figure 9: New Template*}

22.3. Projects Overview¶

Once you have populate your project, you’ll want to navigate through your data. In the following, we’ll review the actions you can take on your project sections and data.

All Projects Overview¶

The “All Projects” tab shows all your current projects you have created or to which you have been added. Click on the blue pencil icon to edit a project’s specifications. Click on the red x icon to delete a project. You can also see a site map view of this page by clicking on the tree icon at the top of the page.

^{Figure 10: All Projects Tab Overview}

NEW as of February 3, 2022, you can create projects that belongs to other projects and view them in a folder structure.

^{Figure 11: Projects Folder Structure}

Simulations Overview¶

Your added simulations will appear in this section of the project panel. Click on a simulation’s name to open it in the Simulation View window. Right click on a simulation to perform actions on it.

^{Figure 12: Simulations Overview}

Physical Tests Overview¶

Your added physical tests will appear in this section of the project panel. Click on a physical test’s name to open it in the Physical Test View window. Right click on a physical test to perform actions on it.

^{Figure 13: Physical Tests Overview}

Templates Overview¶

Your added templates will appear in this section of the project panel. Click on the template’s name to open it up in the Template View window. Right click on a template to perform actions on it.

^{Figure 14: Templates Overview}

Files Overview¶

Files from your Simulations and Physical Tests will appear in this section of the project panel. Right click on a files to perform actions on it.You can also perform commands by selecting a file and using the action buttons at the top of the page. Here, you can click on “View” to open the file in the Data Viewer.

^{Figure 15: Files Overview}

Tree View¶

Tree view on the Projects page is now a Dynamic Tree View version where nodes can be clicked to fetch the children

^{Tree View}

Dynamic Tree view in Projects has new options such as View type, orientation, Download , Enlarge and settings.

Legends position can be changed in Tree view under Projects.

^{Tree View Position}

For additional questions about how to navigate the d3VIEW platform, please feel free to email our team at: support@d3view.com.

22.4. Projects Dashboard Home page¶

The Project Home page now displays summary stats, recent activity, calendar, team members, and prioritized tasks (if any).

^{Projects Dashboard Home page}

The Project Home page includes a Team Members widget with a stacked bar view that shows additional information on hover. A separate tab is available to view team members in detail, with search functionality.

Users can now create Tasks within a project, assign them to team members, and define due dates for better tracking.

The Project Home Page now includes a time range filter that allows users to control the data displayed across all widgets. When a time range is selected, all widgets dynamically update to reflect the chosen timeframe, providing a more focused and interactive analysis experience.

Key Features:

Global time range filter on the Project Home Page
All widgets update dynamically based on selected range
Supports flexible time-based data exploration
Consistent filtering applied across all dashboard components

Users can now add comments manually to Projects. These comments are stored directly within the project, making it easier to track notes, updates, and important information in a centralized location.

Add comments directly within a Project
Comments are saved and persist with the Project
Centralized tracking of notes and updates
Improves collaboration and documentation

Project Home - Widget Export¶

Overview¶

Project Home widgets can now be exported as PDF or PNG, providing users with flexible options to save and share visual data from their projects. The export option is available in both the header and the tab context menu, making it easy to access from multiple points.

Key Features¶

Multiple Export Formats - Export widgets as PDF for documents and reporting. - Export widgets as PNG for images and presentations.
Accessible Export Options - Export controls are available in the widget header for quick access. - Export options are also accessible via the tab context menu, allowing users to export directly from the tab interface.
Flexible Usage - Supports exporting individual widgets or multiple widgets depending on workflow requirements. - Maintains widget formatting and layout in exported files.

^{Projects Dashboard Home page Export}

Projects Tasks – Create Tasks with Attachments¶

Users can now create tasks with attachments directly from the Projects Tasks page. This enhancement allows for richer task context by associating files with tasks at the time of creation.

Key Points¶

Supports adding one or multiple attachments when creating a task.
Simplifies workflow by removing the need to attach files after task creation.
Improves collaboration by providing immediate access to relevant documents.