Project Statuses

Each project has a status that reflects its stage in the workflow. Available statuses include:

• Project Created – The project has been created, but recommendations have not yet been generated. If a project has this status, its main action (i.e., the one at the top of the options when you select the three-dot menu) is Generate Recommendations.
• Generating Recommendations – The system is currently generating recommendations. If a project has this status, its main (and only available) action is Clone.
• Recommendations Generated – Recommendations have been generated and are ready for review. If a project has this status, its main action is View Recommendations.
• Review in Process – Recommendations have been generated and viewed. If a project has this status, its main action is View Recommendations.
• Project Modified – The project’s criteria have been updated, so users need to regenerate recommendations to get an updated list of items. If a project has this status, its main action is Regenerate Recommendations.
• Project Completed – The project has been marked as complete by the user. If a project has this status, its main action is Clone.
• Generation Failed – The recommendation generation process did not finish successfully. If a project has this status, its main action is Generate Recommendations.

Project status changes become visible only after you refresh the project page.

Searching and Sorting Projects

Use the search bar at the top of the list to quickly find the project you are looking for. You can search by either project name or project creator.

You can also control the order of projects in the list. Select the Sort by dropdown menu to organize projects by:

• Last modification date
• Project name
• Creator name
• Creation date

The Project Status filter allows you to show only projects that match a specific status. By default, this filter is set to All.

Cloning and Deleting Projects

To copy or remove a project from the list, open the three-dot menu next to its name and choose the desired option:

• Clone – Creates an identical copy of the project. The duplicate gets added to the list with Copy of added to the beginning of the project title. Always rename cloned projects to ensure clarity and to avoid errors when cloning the same original project in the future.
• Delete – Permanently removes the project from the list.

You can also clone or delete a project using the buttons above the Criteria form on the right side of the screen (visible only if the list of projects is not set to full screen).

Completing a Project

Once you’ve reviewed all the recommendations and addressed the relevant ones, you can mark the project as complete. To do this, open the three-dot menu and select Complete Project.

Alternatively, you can complete a project using the button above the Criteria form (not visible if the project list is set to full screen).

Unlike deleting a project, completing a project does not remove it from the list of all projects. Instead, the project remains visible in the list, but it gets the Project Completed status.