Manage Workspaces in the Account

Accessing Workspace Details and Customizing Your Workspace

You can see all the workspace that are created in your account along with the following details:

• Workspace name
• Last activity
• Created on date
• Space used
• Head administrator
• Manager
• Template used
• Department
• Cost code

To view a list of the projects contained in your Workspaces:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. You can customize this view and only include information most relevant to you. Click the Settings  menu and select Customize view.

   

4. A new window appears. Click each checkbox to include the available column names you want to include. Use the drag and drop method to reorder the selected column names to arrange them in the order you prefer. 

5. Click Save to save your changes.

   

Using the Workspace Detail Pane

To see information pertaining to one Workspace:

1. Click the name of the workspace you to open the workspace detail pane. Notice the workspace name is now highlighted in green and the detail pane appears on the right side of the window.
2. You can add or make changes to the following Workspace elements:
   1. Cost Code
   2. Department
   3. Workspace storage limit
   4. Administrators
   5. Members
   6. Milestones
   7. Portfolios
   8. History
   9. Custom fields
3. In Account Administration under the Workspaces tab it is possible for account administrators to download a workspace event log in a .json format. You find the option in the More  menu after you have selected one or several workspaces in the list. You can also download, archive, and terminate a Workspace via this dropdown menu too. 

Filtering Workspaces

Filter your workspaces to find a particular workspace or search for workspaces with specific criteria.

1. Click the Filter  icon near the top, left corner of the window
2. Click each desired checkbox to perform a filtered search. The filter criteria categories include:
   • Workspace name
   • Storage used
   • Storage limit
   • Visibility
   • Status
   • Last activity
   • Template type
   • Department
   • Portfolios
   • Cost code
   • Member type
   • Workspace type

Settings for New Workspaces

Account administrators can select settings that are appropriate for each new workspace. To set workspace settings:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Click the Settings  menu and select Settings for new workspaces.
4. In the Settings for new workspaces window, you can make changes to the following workspace settings:
   1. Information at start-up - Enter the text that the users will view when trying to create a new workspace.
   2. Department - Select whether the Department field for a new workspace should be mandatory or optional.
   3. Business unit - Select whether the Business unit field for a new workspace should be mandatory or optional.
   4. Templates - Select whether new workspaces should be mandatorily or optionally based on listed templates.
   5. Portfolios - Select whether the a new workspace should be mandatorily or optionally added to listed portfolios. 
5. Click Save.

         

Manage Workspace Types

Account administrators can define custom values for workspace types that will be used by all the workspaces in the account.

To create, edit, or delete a workspace type:

1. Click the tool selector  in the top navigation bar and select Account administration.
2. Click the Workspaces tab.
3. Click the More Options icon  located in the top right corner and select the Manage workspace types option.

   

4. A new window appears with all the default types available for your account. Take any of the following actions:
   1. Create a new workspace type: Click + Add workspace type, then type the name of your new workspace type and press Enter. 
   2. Edit an existing workspace type: Double-click the workspace type you want to edit, make the desired changes and press Enter.
   3. Delete a workspace type: Hover over the workspace type you want to delete and click the X.
5. Click Save to save your changes.

   

Manage Workspace Statuses

Account administrators can define custom values for workspace statuses that will be used by all the workspaces in the account. The Not started and Completed workspace statuses are not editable, but you can create, edit, and delete any In progress workspace statuses.

To create, edit, or delete a workspace status:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Click the More Options icon  located in the top right corner and select the Manage workspace status option.

   

4. A new window appears with all the default types available for your account. In the In progress section, take any of the following actions:
   • Create a new status type: Click + Add status, then type the name of your new workspace status and press Enter. 
   • Edit a status type: Double-click the status you want to edit, make the desired changes and press Enter.
   • Delete a status type: Hover over the status you want to delete and click the X.
5. Click Save to save your changes.

   

Download Workspace Data

Account Administrators and Account owners can select up to 20 workspaces and download the data for the selected workspaces at the same time. Note that ​only non-archived workspaces can be selected for download, and archived workspaces need to be reopened in order to download the data.

To download the data for one or more workspaces:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Use the checkboxes to select the workspaces that contain the data you want to download.
4. In the detail pane, click the More menu icon  and select the Download workspace option.

5. In the window that appears, select the information you would like to download from the workspaces and click Download.

6. A link to a zip file for each workspace will be created and emailed to you.

Archive a Workspace

Account Administrators and Account owners can remove a workspace from the workspace list and save the workspace content and history by archiving completed workspaces. The workspace and all information within it is still accessible in the archive. 

To archive a workspace:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Use the checkboxes to select the workspaces that contain the data you want to archive.
4. In the detail pane, click the More menu icon  and select the Archive workspace option.

5. If you don’t want the contents to be locked for editing, uncheck the Lock contents and preserve current history box.

6. Click Confirm to archive the workspace.

Terminate a Workspace

If you delete a workspace, all contents are deleted and those contents cannot be recreated. You must be the Account Administrator or Account owner to delete the workspace. Before deleting a workspace you can save contents locally.

To delete a workspace:

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Use the checkboxes to select the workspaces that you wish to delete.
4. In the detail pane, click the More menu icon  and select the Terminate workspace option.

5. Confirm that you have read the terms of use and click Confirm to delete the workspace.

Download Event Log

In Account Administration under the Workspaces tab it is possible for Account Administrators and Account owners to download a workspace event log in a .json format. 

1. Click the tool selector  in the top navigation bar and select Account administration.

   

2. Click the Workspaces tab.
3. Use the checkboxes to select the workspaces for which you want to download an event log.
4. In the detail pane, click the More menu icon  and select the Download event log option.

5. On the popup that appears, select either to Download from the project's start date until today, or to Select custom dates, and click the Download button.