Configuring Project Management on the Research Hub

To configure Esploro, you must have the Configuration Manager role.

You can customize the options available for researchers on their profile and for administrators within the Research Hub, when they add or edit projects (see Managing Projects). This is done by updating the configuration tables described below. For additional information, see Working with the Esploro Research Hub and Configuring the Research Portal and Profiles.

The Projects feature is only available to Esploro Advanced Edition customers.

Research Project Types

Project Type is one of the fields that appears when adding or editing a project.

To configure the values and display of the Project Type field:

Navigate to Configuration > Research Administration > Projects > Research Project Types. The Research Project Types code table appears.

Research Project Types

To add a new field select Add Row.
To enable/disable the fields, switch on/off the toggle in the Enabled column.
To reorder fields use the Move Up/Move Down arrows.
To select a default value for the field, select the Default Value button.
To delete the field, select the row actions menu button to the right of the field and select Delete.

For more information on code tables, see Code Tables.

Additional Fields appear when adding or editing a project. When configuring these fields, they are referred to as Local Fields.

To configure the values and display of the Local Fields:

Navigate to Configuration > Research Administration > Projects > Project Local Field Names. The Local Field Names code table appears.

Project Local Field Names

To show/hide the fields, switch on/off the toggle in the Active column.
To edit the field, select the row actions menu button to the right of the field, select Edit from the row actions menu and then update the Name.

For more information on code tables, see Code Tables.

Project Statuses appear when adding or editing a project.

To configure the values and display of the Project Status fields:

Navigate to Configuration > Research Administration > Projects > Project Statuses. The Project Statuses code table appears.

Project Statuses

To enable/disable the fields, switch on/off the toggle in the Active column.
To reorder fields use the Move Up/Move Down arrows.
To update the Code and/or Description, overwrite the values in those fields.
To select a default value for the field, select the Default Value button.
To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.

For more information on code tables, see Code Tables.

Project Identifiers appear when adding or editing a project.

To configure the values and display of the Project Identifier fields:

Navigate to Configuration > Research Administration > Projects > Project Identifiers. The Project Identifiers code table appears.

Project Identifiers

To enable/disable the fields, switch on/off the toggle in the Active column.
To reorder fields use the Move Up/Move Down arrows.
To update the Code and/or Description, overwrite the values in those fields.
To select a default value for the field, select the Default Value button.
To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.

For more information on code tables, see Code Tables.

Project Attributes appear when adding or editing a project.

To configure the values and display of the Project Identifier fields:

Navigate to Configuration > Research Administration > Projects > Project Attributes. The Project Attributes code table appears.

Project Attributes

To enable/disable the fields, switch on/off the toggle in the Active column.
To reorder fields use the Move Up/Move Down arrows.
To update the Code and/or Description, overwrite the values in those fields.
To select a default value for the field, select the Default Value button.
To delete the field, select the row actions menu button to the right of the field, select Edit and then select Delete.

For more information on code tables, see Code Tables.