Managing Projects with the Touch-Optimized UI

You are reading the AEM 6.2 version of Managing Projects with the Touch-Optimized UI.
This documentation is also available for the following versions:  AEM 6.1  AEM 6.0  AEM 5.6.1 

Projects lets you organize your project by grouping resources into one entity.

In the Projects console, you access and take action on your projects:

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In Projects, you can create a project, associate resources with your project, and also delete a project or Resource links. You may want to open a tile to view its content as well as add items to a tile. This topic describes those procedures.

Note

6.2 introduces the ability to organize Projects into folders. On the Projects page, you have the ability to create a project or a folder.

If a folder is created, the user is then taken to that folder where they can create another folder or a project. It helps to organize projects into folders based on categories like product campaigns, location, translation languages, and so on.

The projects and folders can be viewed in a list view and also searched.

Caution

For users in projects to see other users/groups while using Projects functionality like creating projects, creating tasks/workflows, seeing and managing the team, those users need to have read access on /home/users and /home/groups. The easiest way to implement this is to give the projects-users group read access to /home/users and /home/groups

Creating a Project

Out of the box, AEM provides these templates to choose from when you create a project:

  • Simple Project
  • Media Project
  • Product Photo Shoot Project
  • Translation Project
The procedure of creating a project is the same from project to project. The difference between the types of projects includes available user roles and workflows.

To create a new project:

  1. In Projects, tap/click Create to open the Create Project wizard:

  2. Select a template. Out of the box, Simple Project, Media Project, Translation Project, and Product Photo Shoot Product are available and click Next

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  3. Define the Title and Description and add a Thumbnail image if required. You also add or delete users and what group they belong to. In addition, click Advanced to add a name used in the URL.

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  4. Tap/click Create. The confirmation asks whether you want to open your new project or to return to the console.

Associating Resources with your Project

As projects enable you to group resources into one entity, you want to associate resources to your project. These resources are called Tiles. The types of resources you can add are described in Project Tiles.

To associate resources with your project:

  1. Open your project from the Projects console.

  2. Tap/click Add Tile and select the tile that you want to link to your project. You can select multiple types of tiles.

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    Note

    Project tiles that can be associated with a project are described in detail in Project tiles.

  3. Tap/click Create. Your resource is linked to your project and from now on you can access it from your project.

Deleting a Project or Resource Link

The same method is used to delete a project from the console or a linked resource from your project:

  1. Navigate to the appropriate location:

    • To delete a project go to the top level of the Projects console.
    • To delete a resource link within a project, open your project in the Projects console.
  2. Enter selection mode by clicking Select and selecting your project or resource link.

  3. Tap/click Delete.

  4. You need to confirm the deletion in a dialog. If confirmed, the project or resource link is deleted. Tap/click Deselect to exit selection mode.

Note

When you create the project and add users to the various roles, groups associated with the project are automatically created to manage associated permissions. For example, a project called Myproject would have three groups Myproject OwnersMyproject EditorsMyproject Observers. However, if the project is deleted, those groups are not automatically deleted. An administrator needs to manually delete the groups in Tools > Security > Groups.

Adding Items to a Tile

In some tiles, you may want to add more than one item. For example, you may have more than one workflow running at once or more than one experience.

To add items to a Tile:

  1. In Projects, navigate to the project and click the Add + icon on the tile you want to add an item to.

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  2. Add an item to the tile as you would when creating a new tile. Project tiles are described here. In this example, another workflow was added.

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Opening a Tile

You may want to see what items are included in a current tile, or modify or delete items in the tile.

To open a tile so that you can view or modify items:

  1. In the Projects console, tap/click the ellipses (...)

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  2. AEM lists the items in that tile. You can enter selection mode to modify or delete the items.

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Viewing Project Statistics

To view project statistics, in the Projects console, click Show Statistics View. The level of completion for each project displays. Click Show Statistics View again to go to the Projects console.

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Viewing a Project Timeline

The project timeline provides information on when assets in the project were last used. To view the project timeline, click/tap Timeline, then enter selection mode and select the project. Assets are displayed in the left pane. Click/tap Timeline to return to the Projects console.

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Viewing Active/Inactive Projects

To toggle between your active and inactive projects, in the Projects console, click Toggle Active Projects. If the icon has a checkmark next to it, it is displaying the active projects.

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If the icon has an x next to, it is displaying the inactive projects.

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Making Projects Inactive or Active

You may want to make a project inactive if you've completed it but you still want to keep the information on the project.

To make a project inactive (or active):

  1. In the Projects console, open your project and then find the Project information tile.

    Note

    You may need to add this tile if it is not already in your project. See Adding Tiles.

  2. Tap/click Edit.

  3. Change the selector from Active to Inactive (or vice versa).

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  4. Tap/click Done to save your changes.

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