Entities

Entities are flexible, allowing any hierarchy and supporting general project management by setting a type. You can cut, paste, and perform various file-like operations.

Entities also create a corresponding directory in the file system, both locally and on the server. Permissions come from the file systems ACL.

• If a parent entity is moved or renamed, its hierarchy will update accordingly.
• Entities must have unique names.
• Deleting an entity will also remove its hierarchy.
• To publish under an entity it must have a component.
• Records can also be attached to an entity for additional bidding and time tracking.

Create

1. Access the "Entities" Tab: Right-click anywhere inside the "Entities" tab.

2. Open the Actions Context Menu: Click on the actions context menu.

3. Select "Entities": From the context menu, select the "Entities" option.

4. Name Your Entity: Enter the name you want for the project. Any white spaces or special characters in the name will be automatically replaced with underscores.

5. Click "Create": Click the "Create" button. You can create multiple seperating with ","

Update

To update, follow these steps:

1. Locate the Entity: Find the project you want to update in the "Entities" tab.

2. Edit Visible Table Parameters: You can now update any visible table parameters.

3. Access Additional Parameters: For other parameters click the entity, open the panel tab go to the "Parameters" tab.

Create a project Hierarchy

1. Select the existing root entity and then follow the create steps. This will create them underneath.

2. Update the type to project

3. Repeat for groups

3. Repeat for items

3. Repeat for tasks

Updating access

1. From the right click context menu go to Access > Update

2. Here you can update who can read and write and update the ACL on the file system. This will propagate back to the entities permissions.