Managing projects in the client area

After the provider has enabled project work, the client area displays the Project Management section. The client administrator can create projects, set cost limits, manage services, and project participants.

Project context

A project switcher is available in the client area header. By default, the client is in the Project not selected context. In this mode, all account services and widgets are displayed, as before the module was installed.

When a specific project is selected, the interface changes:

• on the main page and in the Products/Services section, only resources linked to the selected project are displayed;
• in the header, instead of the general account balance, available funds are shown — the lesser of the two amounts: the project Cost limit and the actual balance in the account. For example, if the account balance is 28 500 USD and the project limit balance is 50 000 USD, 28 500 USD will be displayed in the header;
• notifications and widgets only take into account the services of the current project.

To return to viewing all account services, select Project not selected in the switcher.

If the client has access to only one project, the switcher in the header is replaced with a static label showing the name of that project. Switching is unavailable.

Project list

To view the list of projects, go to the Project Management → Projects section.

The following buttons are available at the top of the list:

• Create — creating a new project;
• Change — editing project parameters;
• Delete — deleting a project;
• Services — managing project services;
• Users — managing project participants;
• History — viewing the project change history.

Creating and editing a project

To create a new project:

1. Go to the Project Management → Projects → click Create.
2. Fill in the fields:
   1. Name — project name (required field).
   2. Cost limit — the amount in the account currency that project service expenses should not exceed. For example, 1500 USD.
3. Click the Ok button to save changes, or Cancel to close the form without saving.

To change project parameters, select it from the list and click the Change button.

Managing project services

To manage project services, go to the Project Management → Projects → select a project → click Services.

The Project services page displays the client's services list and their inclusion status in the project, column In project.

To change the service status:

1. Select the required service in the list.
2. Click:
   • the Enable button to include the service in the project;
   • the Disable button to remove it.

A service can belong to only one project. Removing a service from a project does not affect the service itself: only its connection to the project is broken.

Managing project participants

To manage user access, select a project from the list and click the Users button.

The Project users page displays a list of client users and their project inclusion status (the In project column).

To include or exclude a user:

1. Select it in the list.
2. Click the Enable or Disable button.
3. On the page the Create button is also available, which allows you to create a new user and immediately assign them the Project user role.
4. After creating such a user, add them to the project via the Users button. For more details, see the Setting up the "project user" role article.