Understanding Projects

A project is a way of grouping multiple Assessments together.

The projects section is where you can view all the projects that you have access to.

Clicking on the Projects list

Project List

Overview

The project view provides a main overview section, and access to all the project’s assessments, reports, as well as the project settings.

Project Summary

The main project view shows the detail information such as the project details and an overview of all the detailed data about the project.

From here, we can see key information, such as:

  • Project detail: General information about the project.

  • # of total assessments: how many project assessments exist.

  • # of active assessments: how many project assessments are currently active.

  • # of scheduled assessments: how many project assessment are in scheduled state.

  • # of suspended assessments: how many project assessment are in suspended state.

  • # of findings by rating: shows a bar chart of project findings by rating

  • Recent assessments: shows the 5 most recent assessments in the project.

  • Latest findings: shows a list of the latest findings reported on the project.

  • Recent reports: displays the latest issued reports.

Assessments

The assessments tab shows all the assessments that are part of the project.

Project Assessments

Reports

The reports tab shows all the reports that are part of the project.

Project Reports

Settings

The settings tab shows the project settings section. This is where access control to the project is managed.

Project Settings

We can invite members to the projects by supplying their email address. We can also invite members in bulk by supplying a set of email addresses separated by a comma.

Access level for each member can be set to the following values:

  • Owner: The user can perform any function on the project, including managing member access.

  • Collaborator: The user can do all the things you need to do on a project, except manage member access.

  • Member: The user can access all the information stored in the project, but cannot perform any operations.