Day: 12 April 2016

Posted on

Shippable Version of your Project

Read-only Copies of your Project

Want to ship a read-only copy of your project to a Customer or Supplier?

Making project output available as web pages
Web Publisher Output

Use Web Publisher to create a hyper-linked output of your project. This can be copied onto a pen-drive, CD, Intranet and sent to your customer. They don’t have to have Cradle to see your work on the project, just an html browser. Of course we would suggest that they get a copy of Cradle for themselves and then they load the project items and query, publish, alter and necessary, but we know that’s not always practicable.

You can limit what an end user will see by selecting various options. This could be either one item type or All the items types within the project. You can then give the hyper-linked project an owner and select a location of where the files are to be sent.

If you require any more information on Web Publisher then you can find this within our Cradle help. Please click the link.

Article updated 05/12/2018 – Added information about restricting items published
Posted on

Copy a Schema

Scenario

Having developed a schema, added item types, defined workflows, tailored categories to your process, a new project starts. The last thing you want to do is start from scratch defining the it all over again.

Solution

If you have a really useful setup that you want to reuse in a new project then simply “drag’n’drop” it in Project Manager. Log into the projects with a user with privilege to import project settings and then drag the schema from the developed project to your new project. The alternative would be to export just the project schema from your original project and then import it into the new project. Whatever you do, you don’t need to start typing and clicking to create a new project setup.

Project Manager copy schema
Copy a Project Schema

Reporting on a Project Schema

Choose the elements of the schema report most suitable
Schema Report Details

In order to see the Project Schema in a tabular form, log into the project from Project Manager and simply select the Schema in the tree. Pressing the Publish button will output this as a report. If you want finder granularity of what shows in the report open WorkBench and run the Standard Report “Project  Schema” from the Publish->Reports tab.

Article Updated: 01/06/2018 – reporting