Creating a New Project and Saving

How to create a new project

1. When in app.pvfarm.io/dashboard, press "+ New Project", as shown below:
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2. A new project will appear as shown below:

    

   

    

Understand project statuses

A project can have three statuses:

1. Private Project: nobody from your team can see or access it. Only you can edit and delete it.

 

2. Public Project: everyone from your team can see and edit it. Only you can delete it.
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3. Team Project: you and everyone from your team can see and edit it. But you cannot delete it.
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Please note that only the project owner can delete a project and change it's status.
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How to change a project status

1. Go to the project settings

   

   
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2. Select the ‘Status’

   • A project can be put in 4 categories: Active, Sandbox, Completed, and Archived.

      

     

      

   • Once a project has been put in a category it will appear in that tab on the home screen.

     

     
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3. Select the ‘Availability’

   • Changing this to "Company" will make the project available to all PVFARM users in your company.
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Saving and Versioning

• In order to save your layout use Ctrl+S on your keyboard or the menu Project -> "Save"

• Every "Save" command creates a new project version.

  • To see versions, please go to the project versions menu

  • We now have time stamping and the last person's email who saved

  • You can also now save versions into folders

    

    You can also control what type of versions are in folders

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• To name or rename a version please follow the instructions below:

  • Press the pencil -> Enter a new name and move folders

     

  

   

  • Make sure you have saved the version name in the "Description" box.

    

• You can now load any of the versions created in the life of the project.

  • Be sure you saved your project before loading a new version.