Find, rename and manage projects in the web portal

The Projects page lists the assessments associated with your account.

Find an assessment

1. Open Projects in the sidebar.
2. Use the filters: all, active, complete or incomplete, with or without a survey, and archived.
3. Open the relevant row or action to view the project page.

Rename a project

Use the rename action in the list or on the project page. Enter the new name and save.

The name helps you find the project and appears in some deliverables. Avoid using the same name for several sites.

Archived projects and deletion

The list distinguishes archived projects from active ones. Deletion actions require confirmation: do not use deletion simply to organize your projects.

Use a clear name for an assessment variant and distinguish the original project from scenarios. Mobile Scenario mode creates an assessment derived from the original survey.

Refresh the list

You can refresh the project list from the page. If a recent mobile assessment is missing, check synchronization and the account you are using.

See Sync projects.