> For the complete documentation index, see [llms.txt](https://help.parta.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.parta.io/project/set-projects/manage-a-project.md).

# Manage a Project

After [creating a Project](/project/set-projects/create-a-project.md), manage it according to the assigned [roles / permissions](/workspace/set-a-workspace.md).

## Open a Project

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FlFHzLteUNlGdSAUgWcYw%2FManage_a_Project.1.png?alt=media\&token=c80c8325-925b-4428-bb34-eb21cdd952f4)

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Click on the Project name.

* If the Project is **out of folders**, click on the Project name directly;
* If the Project is **in the folder**, click on the folder name to open a folder first.
  {% endstep %}
  {% endstepper %}

## **Open the Last Created Project**

The default page provides quick access to 6 recently edited Projects, including the last one created.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FhnNWyt3eoly8zBjxzxUV%2FManage_a_Project.2.png?alt=media\&token=aa1362c6-1a32-4d5b-b4dc-63a7601273a3)

{% stepper %}
{% step %}
Go to the **Home** page.
{% endstep %}

{% step %}
Click on the last Project you created in the **Project** list.
{% endstep %}
{% endstepper %}

## **Rename a Project**

Rename a Project either from the **Contents** tab or the **Settings** tab.

* From the **Contents** ta&#x62;**:**

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FNqU5vJBP7OZaN26tLFGf%2FManage_a_Project.3.png?alt=media&amp;token=a3431a8b-198f-43ff-991b-bf698f4d20ad" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
[Open your Project](/project/set-projects/manage-a-project.md) and go to the **Contents** tab.
{% endstep %}

{% step %}
Click on the Project name to put a cursor in a name field.
{% endstep %}

{% step %}
Type the new name.

The changes will be saved automatically.
{% endstep %}
{% endstepper %}

* From the **Settings** ta&#x62;**:**

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F5cBZwnACBhpFybeqMxEm%2FManage_a_Project.4.png?alt=media\&token=be61fe53-c210-4c55-b455-cc0ef4781cd4)

{% stepper %}
{% step %}
[Open your Project](/project/set-projects/manage-a-project.md) and go to the **Settings** menu tab.
{% endstep %}

{% step %}
Change the Project name in the **Course name** field.
{% endstep %}

{% step %}
Click the **Save** button.

A confirmation pop-up message will appear after saving the changes.
{% endstep %}
{% endstepper %}

## **Move a Project to Another Folder**

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2Fk93XSrtDoeoWTcLTiuFr%2FManage_a_Project.5.png?alt=media&amp;token=b21cad42-046a-484f-a33a-95da76462a4c" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Select the checkbox next to the Project.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Move**.

A pop-up window will appear.

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FtAIcEKKwW68IVGI11246%2FManage_a_Project.6.png?alt=media&amp;token=7dc8b759-c5e0-4389-9612-381b98d5eda3" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click on a folder name to move a Project.

Use a search field for quick access to the folders.
{% endstep %}

{% step %}
Click the **Move** button.

A confirmation message will appear after moving the Project at the **Notification** log.
{% endstep %}
{% endstepper %}

## **Copy a Project to Another Company**

Copy a Project to another workspace.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FLXZMaVfl4wyxf7gmR5Y7%2FManage_a_Project.7.png?alt=media\&token=e0197d8e-bc21-4132-9bec-e98155bdd71f)

{% stepper %}
{% step %}
Go to the **Users** tab.
{% endstep %}

{% step %}
Click on the user name to open detailed user data.

A new window will appear.

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FKy1AvRPoLTBcsfGEDpRI%2FManage_a_Project.8.png?alt=media&amp;token=88865279-485a-4e91-9caf-d80c165308fd" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Copy the user ID at the **ID in the company** field to the clipboard.

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FtkBZANtC3HN8NZEYhB5w%2FManage_a_Project.9.png?alt=media&amp;token=293e44be-f8e2-4f15-9693-ed56fff9884f" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Select the checkbox next to the Project.
{% endstep %}

{% step %}
Select **Copy to another company.**

The user whose ID is used will receive a notification via email and will be able to accept the action. ![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FkeTL0T4K4NK4oqoPYV72%2F8.png?alt=media)
{% endstep %}
{% endstepper %}

## **Duplicate a Project**

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FvEDa5Wnls2r80NaPIRaU%2FManage_a_Project.10.png?alt=media\&token=b25fa3f9-dd22-4ecc-93c7-767c94966541)

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Select the checkbox next to the Project.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Duplicate**

The Project copy will appear in the same folder / root directory as the original Project. ![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FkXwKLl14txbEsZpwAJGc%2F9.png?alt=media)
{% endstep %}
{% endstepper %}

## **Delete a Project**

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2F6bHW9gRzi3aey7fCZKJS%2FManage_a_Project.11.png?alt=media\&token=96848cc3-0053-4606-b567-6514c3e1785f)

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Select the checkbox next to the Project.

A pop-up window will appear.
{% endstep %}

{% step %}
Select **Delete**.

A confirmation message will appear after moving the Project at the **Notification** log.
{% endstep %}
{% endstepper %}

## **Restore a Project**

Removed Projects are available for **30 days** to restore.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FKNiFFlsAXLT42AhRAlUP%2FManage_a_Project.12.png?alt=media\&token=a5e1edbe-d8fc-465a-84ee-bc9744c018d7)

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Click on the basket at the right bottom corner.

A pop-up window will appear.

<figure><img src="https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FWRbsQP8epQLJubSy8o12%2FManage_a_Project.13.png?alt=media&amp;token=2202c813-749c-4c8e-9ec2-11d9491016fb" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select the checkbox next to the Project(s).
{% endstep %}

{% step %}
Click the **Restore** button.

The restored Project will appear in the folder / root directory you are currently in when restoring. ![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2Fyd7quhvAZ7VVsFji2Qll%2F12.png?alt=media)
{% endstep %}
{% endstepper %}

## **Set Project Progression**

Allow learners to progress through the course freely or in stages.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FwGQktGDSZ67WeSQuGXXD%2FManage_a_Project.14.png?alt=media\&token=a1acd6d0-c2de-4526-8466-714e5da27cdb)

{% stepper %}
{% step %}
[Open a Project](/project/set-projects/manage-a-project.md) and go to the **Settings** tab.
{% endstep %}

{% step %}
Choose a Project progression option from the drop-down **Course progression** menu:

* **Free:** Learners can choose any module or section to study;
* **Linear:** Learners must complete modules in a specific order.

Additional settings are available for the **Linear course progression** option:

> **a.** Choose an option from the drop-down **Quiz condition to complete the progress** menu:&#x20;
>
> * **Quiz passed**\
>   Learners take the quiz regardless of whether they answered correctly or not and go further through the course outline to the next module.
>
> * **Quiz successfully**\
>   Learners pass the quiz if they give a number of correct answers equal to or greater than the percentage score required to pass the quiz.
>
> **b.** Adjust the slider or enter the percentage value inside the input window at the **Pass percentage to unlock section** setting.\
> \
> The next Project section will be available after the learners get acquainted the content volume that equal to or greater than the percentage score required to to unlock next section.
>
> **c.** Click **Yes** to enable completion progress checklist at the **Checklist of required content** setting.
>
> When enabled, this option **displays the content blocks required to continue or complete** the course when the user clicks the Continue button in a section, navigates between sections, or clicks the Complete Course button **without completing the required blocks**.
> {% endstep %}

{% step %}
Click the **Save** button.

A confirmation pop-up message will appear after saving the changes.
{% endstep %}
{% endstepper %}

## **Apply a Branding Template to a Project**

A [default branding template](/branding/work-with-branding.md) is applied to all new Projects. Apply a custom template to the specific Project.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2Fmeweclbce49QKxwPwsNM%2FManage_a_Project.15.png?alt=media\&token=3556dfbc-c021-4cec-b041-33d4d54dfc2b)

{% stepper %}
{% step %}
[Open a Project](/project/set-projects/manage-a-project.md) and go to the **Settings** tab.
{% endstep %}

{% step %}
Choose a template to apply from the drop-down **Branding template** menu.
{% endstep %}

{% step %}
Click the **Save** button.

A confirmation pop-up message will appear after saving the changes.
{% endstep %}
{% endstepper %}

## **Perform Bulk Actions**

[Move to another Project](#move-a-project-to-another-folder), [duplicate](#duplicate-a-project) or [delete](#delete-a-project) multiple Projects at once.

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FalW2HP4m0qLcto6zGyZE%2FManage_a_Project.16.png?alt=media\&token=0e70a721-a4eb-4659-a3fb-770ed0e53a83)

{% stepper %}
{% step %}
Go to the **Projects** tab.
{% endstep %}

{% step %}
Select several checkboxes next to the Projects.

A pop-up window will appear.
{% endstep %}

{% step %}
Select the required action from the action menu.

Actions for multiple Projects work the same as actions for a single Project.
{% endstep %}
{% endstepper %}

![](https://3560131808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoKhlOpFC8JmF8TcxylWx%2Fuploads%2FGyQH7Te3QMnxAEjjkpEt%2F15.png?alt=media)
