The Projects page provides a listing of all projects you're currently involved in, whether as a Project Admin or reviewer.

Each project has an associated display 'card' detailing information about the project. Clicking the project name within each card opens the project.

Each project card displays:

• Project title, deal phase, and last accessed information across the top of the card
• Three data metrics components
  • Metrics components differ depending on the Datasite product and your role within the project 

If your Project page contains several project cards, use filters displayed across the top of your Projects page to quickly arrange the display as desired. Filtering options include:

• Applications - Sort by project type
• Tags - Within a project card, add tags to a project card by selecting View More > + Add Project Tag
• Display - Horizontally or vertically
• Sort - By access parameters, alphabetically, or create a custom order

Click Save View to preserve your sorted view. It can be accessed later by clicking the dropdown menu directly to the left of your filtering options button menu.

As a Project Admin,  start the process of initiating a new project from this page by clicking Create Project.

 

Global information

Global information appears in the upper right of the Projects page. This information is 'global' because it is visible within any project you access from the Projects page. It contains:
 

• Chat - Engage with us if you have questions
• Help - Access the drop-down menu for:
  • Support Portal - A collection of instructional articles
  • What's New - A selection of recent updates to our suite of applications
  • Legal Summary
• User Account - Displays your user name; access the drop-down menu for:
  • Your profile
  • Admin Console - Where account admins manage account-level permissions
  • Notification Settings
  • Change your Password
  • Logout