Using Projects - Sidebar Using Projects - Sidebar

Using Projects - Sidebar

Using the left navigation bar, you can click on Projects to manage your different projects or jobs. Projects are used to manage Parties when multiple compliance profiles are needed based on the different types of work a party is doing. On this tab you will be able to add new projects, edit current projects, make a project inactive, and more



This article contains the following: 

Search for a Project

Add a New Project

Updating a Project

Duplicating a Project

Make a Project Inactive

Deleting a Project

Using the Project Dropdown


Search for a Project

Similar to other tabs in TrustLayer, there are a few options to help you search for a project. Select the method that works best for you. 


1 Use the search bar to type in the name of the Project.



2 Use the Filter options to narrow down the project you are looking for.

Note: If you have created any Custom fields, you will see them as an option to use as you are selecting filters as seen in the screenshot below. Custom fields are highlighted with the red stars as an example.


3 Change the Sort By: option to help bring certain projects to the top of your list. You can do this by selecting the drop down shown in the first screenshot, or clicking the arrows next to each category as shown in the second screenshot.




Add a New Project

1 Click Projects on the left Sidebar.mceclip0.png

2 Click New Project at the top right side of the page.


3 On the Overview tab, enter the Project Name

For example, a common project naming convention is as follows:
Project Number - Project Description - Project Location"
"10000 - Suite Upgrade - 1234 Main Street")


4 Enter a project Description as desired.

For example, this could be where you enter the scope of work or any other information regarding this project specifically.


5 Enter the project Start Date and End Date as desired. This will enable you to filter your projects based on start and end dates.


6 Click the Custom Fields tab. If a custom field is not needed, jump to step 9.

Note: The use of custom fields within projects is optional and may or may not make sense to implement within your organization's TrustLayer instance.  If your organization has custom requirements that differ from project to project or location to location, such as the certificate holder, location of project, additional insured entities, or any other project or location-specific requirement, this is where you can set those parameters for each project in order to pull the project-specific information into the Compliance Profile.

See Related article : Using the Projects Configuration Page


7 Click the Select a Custom Field... dropdown menu.


8 Select the appropriate custom field then enter the value of the custom field to the right of the dropdown.



9 Click the Parties tab.


10 Click into the “Search Parties…” box and type the name of the party you are looking for.

Note: If there is a new party that is not in the system you will need to add them as a party in the system and then add the new party to the project.

See Related article : How to Add a New Party


11 Select the relevant party or parties.


12 Click the Select Compliance Profile... dropdown menu and select the compliance profile relevant to each party.


13 Click the Compliance Profiles tab. This gives you an overall view of the custom compliance profile for this project.


14 Review and waive the project-specific requirements by deselecting the box next to any requirements that do not apply to the project.


15 Click the Attachments tab.


16 Upload documents relevant to this specific project by dragging documents into the section shown below, or click to browse and select.


17 Click the blue Create Project button.



Add a New Project Demo



Updating a Project

1 Click on the Gear icon to the right of the project needing to be updated.


2 Jump to the tab where updates are needed.


3 Make desired changes.


4 Click the blue Update Project button.



Updating a Project Demo



Duplicating a Project

Duplicating a project is helpful when you have a new project with the same (or similar) info as another project.

1 Select the 3 Dots to the right of the project needing to be duplicated.


2 Select Duplicate Project.


3 Enter a name for project in the text box.


4 Select the Desired Attributes of the project you would like to copy for the new project.
Note: compliance profiles cannot be duplicated.


5 Click the blue OK button.


6 After duplicating the project, use the Gear icon to update the newly created project's info as needed.



Duplicating a Project Demo



Make a Project Inactive

After a project is complete it is recommend to mark the project Inactive to stay organized. Marking a project inactive will store the information in your inactive projects, while removing it from your list of active projects. This will allow for a more organized filing and reporting system.


1 Select the Checkbox or the 3 Dots next to the project.

Note: To make multiple projects inactive in on Bulk Action, select the box to the left of each project needing to be marked as inactive. 


2 Select the option Make Inactive.


3 Confirm action by clicking the blue Mark as Inactive button.



Make a Project Inactive Demo



Deleting a Project

It is not recommended to use the delete option unless a project was created in error. Best practice is to mark the project inactive to retain a record of the project, even if no additional work is being performed.


Select the Checkbox or the 3 Dots next to the project.

Note: To delete multiple projects as a Bulk Action, select the box to the left of each project needing to be deleted. 


2 Select the option to Delete.


3 Confirm the action by clicking the red Delete Project button.



Deleting a Project Demo 



Using the Project Dropdown

In the upper left corner of the page near the navigation bar is the project dropdown. This will allow you to select a Project from the list. Once a project is selected you will be able to see information related to the selected project throughout TrustLayer.

For example, after selecting Project X, if you were to go to the Parties page, you will only see parties that have been assigned to Project X.


Entering a Project

1 Click on the Project Dropdown.


2 Select the desired project.
Note: You can search for the project by clicking in the search bar. 



3 After the Project has been selected, a blue tag will appear next to the project name showing Current. This indicates which project you are looking at and what info you will see as you move throughout the platform. 



Exiting a Project

1 Click on the Project Dropdown.


2 Select the Organization name.


3 The Current marker will disappear from the previously selected project and you will see the organization name listed from the dropdown indicating you are looking at everything in TrustLayer again.

For example, if you were to now go to the Parties page, you would see all parties you have in the system, not just the ones that are pertaining to Project X.



Using the Project Dropdown Demo