Manage projects

The Project Management tab enables you to customise your project hierarchy by adding more depth to it. You can create your project hierarchy by region, business unit, site, or zone depending on the amount of depth you want to achieve. By creating a complex hierarchy, a user can easily search for a specific project by name instead of going through an enormous amount of projects on the CONNECT home page.

The following image displays the folder structure within CONNECT and the Point Cloud Manager service:

The folders within the Point Cloud Manager service are named as Collections, where each collection can have multiple production units and each production unit can have multiple Point Cloud Manager projects.

Assign Roles

Before you create a complex project hierarchy, you need to have an AVEVA CONNECT folder that has the updated Point Cloud Manager service active. To set up folders within CONNECT, please refer to the CONNECT documentation.

To assign a role to a specific folder:

1. On the CONNECT home page, select the Point Cloud Manager service and then from the context menu, select the Manage Roles option.

2. In the Filter By Folder field, select the folder that you wish to assign a role to and under Role, select a specific role.

3. In the project Projects field, you have the option to cascade this role down to the bottom of the project.

   It is recommended to populate this field with the option Any and then amend user control as you go further into the project.

   You can choose to apply Point Cloud Manager collections as the entry control that will go down to the bottom level of the project tree. Any collections you create on the Administration page is populated in this area of CONNECT.

4. Select Save.

   The following is an illustration of how permissions cascade down the project tree:

   

Configure Project Hierarchy

To create and manage the various levels of depth in a project hierarchy:

5. On the CONNECT page, select the Point Cloud Manager service and in the context menu, select Manage Roles.

6. Under Filter By Folder, select the account level option that is highlighted in the image.

7. Under Assign Roles > Role, set the role to Account Project Administrator.

   

   The Administrator can then create a structure of choice on the Admin page to suit their project. Any new project that is created in this hierarchy will automatically inherit the access rights given at the parent level.

Create Point Cloud Manager Collections

Any folder that you create on CONNECT with the Point Cloud Manager service activated is displayed on the Admin page under the Project Management tab.

Folders with a world icon depict the CONNECT Level 1 and Level 2 folders. Folders without the world icon are your Point Cloud Manager collections.

To create a collection:

8. Select the context menu against a folder and then select Create Collection. The new collection field is displayed where you can enter a name for the collection.

   

9. When the collection is made accessible, you can choose to create further collections as desired or choose to stay at that level.

10. For each collection, you can create Point Cloud Manager projects by selecting the desired collection and then selecting the + button under that collection.

    1. Enter the Name and Description of the project.

       

    2. Under Region, enter the region of choice where you want to store your data, and then select Create. The default option is EU (Ireland).

       

       The Point Cloud Manager project is created with data residing in the region of choice. If you have multiple projects under a Point Cloud Manager collection, you can select different hosting regions for each project. This way you are not restricting project storage to the same location under a project tree and the load is spread across different data centers.

Open Projects in Admin/Viewer

Every Point Cloud Manager project you create under a collection is displayed with the project image and a description of the project. You also have the ability to open the project directly on the Admin page or switch to Viewer.

To do so:

11. On the Admin page, go to the Project Management tab. A list of projects is displayed to which the user has access.

    

12. Select Open on the desired project. You will be presented with 2 options:

    1. Open in Admin - This opens the Scan Management tab where you can see all the scans relevant to the selected project.

    2. Open in Viewer - This opens the project in Viewer in another tab.

Moving Unsorted Projects

A group of unsorted projects is displayed on the Admin page under the Project Management tab. These are projects that were created by AVEVA CONNECT users with Point Cloud Manager up until the point where they switched to the updated Point Cloud Manager service. You may choose to leave them as they are and go to the CONNECT home page projects section and access the project as normal.

If you wish to move your existing data to align with the new project hierarchy:

13. Go to Project Management > Unsorted projects and select the project that you wish to move.

14. On the context menu of the selected project, select Mark for Move.

    

15. Then, go to the folder where you wish to move your project and select Move to. This takes the unsorted project and repositions it into the new hierarchy.

    

Open CONNECT Folders

The ability to create a project structure enables you to open folders from CONNECT easily without having to go through a myriad projects before finding the project of choice.

To launch projects from CONNECT into Viewer:

16. Go to the CONNECT home page, select the relevant folder level that you created and launch it in Viewer. You are then presented with a Search filter to search for a project by name.

    

17. You can choose to enter a project name or move down the project level to open the desired project. This then loads the project in Viewer.