All objects in LityxIQ, whether datasets, charts, dashboards, models, etc., are organized into 'Projects'. At any point in time while working within LityxIQ, there is a currently active project. The currently active project is shown in the top bar of the LityxIQ interface, as well as left panel.
Changing Projects
To change the currently active project, click the down arrow next to the project name in the left panel of the LityxIQ window and select the project. If you do not see a project on the list, it is likely due to the fact that you do not have permissions for it. You will need to check with your system administrator or the project owner to add you as a user for the project.
Managing Projects
If you have permission to manage projects on the LityxIQ instance, you will have access to the Admin menu in the left panel, and can select Project Management from that menu.
Project Permissions
Projects are also a method for ensuring only users or groups with appropriate permissions have access to certain data, models, or other objects. Permissions can be set separately for each Project by selecting Edit Permissions after right clicking the project in the project list, or from the Selected Project menu after left clicking. See https://support.lityxiq.com/331940-Using-the-Permissions-Setting-Dialog if you need help with the permissions setting dialog.
Creating a New Project
Click the Create New Project button. Give the project a name and description. Click OK. You will then be asked to set user and group permissions for the project. See https://support.lityxiq.com/331940-Using-the-Permissions-Setting-Dialog if you need help with the permissions setting dialog.
Changing Project Permissions
Click the project and select Edit Permissions from the Selected Project menu (or right click and select from the menu). Then follow help at https://support.lityxiq.com/331940-Using-the-Permissions-Setting-Dialog if necessary.
Changing the Name or Description of a Project
Click the project and select Change Name/Description from the Selected Project menu (or right click and select from the menu). Then type a new name and/or description and click OK.
Cloning a Project
Click the project and select Clone Project from the Selected Project menu (or right click and select from the menu). Cloning a project creates a new project that is a clone (copy) of the cloned project. There are two options when cloning a project, which are available based on the Copy Data checkbox in the Clone Project dialog.
Selecting the Copy Data checkbox will make full copies of all datasets including all data in the datasets. By not selecting this checkbox, only the definitions of objects (e.g., datasets, insights, models, optimization scenarios) are copied, but not any actual data. This option allows the cloned project to serve as a template for other projects, without actually copying any data to the newly created project.
Deactivating or Deleting a Project
To fully delete a project requires two steps. Take care when deleting a project because it will delete all objects in that project completely. Note: you cannot take these steps on the current project. You will have to switch to a different project to begin deleting it.
Step 1 is to deactivate it. Select the project then click Deactivate from the Selected Project menu. This will deactivate the project. The effect of this is that it will no longer be available for users to switch to the project and will not be able to do any work in it. But in the de-activated state, all data and all objects are maintained. The project can be activated again by selecting it, and clicking Activate from the Selected Project menu.
Step 2 is to delete it. Select the de-activated project, then click Delete from the Selected Project menu. This operation may take a while for a large project with many datasets, models, and other objects.