Projects Pane and Associated Dashboard

The Projects pane in the Projects view displays the projects available in your Code Insight instance. You can configure this display as needed to help you locate projects and open them. You can also create, delete, and rename projects from this pane. When you select a project from this pane, its associated dashboard is displayed. The Projects pane and associated project dashboard contain the following fields:

Projects Pane Page

Column/Field

Description

Tree view

Click to toggle the project display to tree view.

List view

Click to toggle the project display to a plain list view. (By default, all projects are in tree view.)

(Tree view only) Expand all folders. (By default, all folders are collapsed.)

(Tree view only) Collapse all folders.

Add New

Click to add a new folder or project to the list. (This button is displayed only if you have permission to create projects.)

My Projects

Click to show only those projects with which you are associated, either as Project Contact or with a project role (Analyst, Reviewer, or Observer).

Projects (x)

The number of projects in the system. If the list is filtered, the filtered count is shown in relation to the full count (for example, “(19 of 123)”).

Project Search fields

From the search filters on the left, select the filter based on the type of search you want to perform (Project Name, Project Inventory, or Security Vulnerability).

In the field on the right, enter the string criterion for the search:

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When searching for a project name, enter a partial string or full project name.

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When searching for project inventory, enter the inventory name or the inventory’s component name, license name, or license SPDX short identifier. The characters must be consecutive in the search string. A partial string is supported.

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When searching for a security vulnerability, enter the exact vulnerability ID.

Press Enter to view the filtered projects display. If no inventory items meet the specified criterion, the projects display shows “No Projects”.

To clear the search filter and display of all projects, click in the criterion field.

See for Searching Across All Projects in Code Insight for full details.

Project tree or plain list

The display format (tree or plain list) of listed projects based on the current filter. You can perform the following from this list (depending on your permissions):

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To open a project, either click the Open Project

icon next to the project entry in the project tree or list, or click the project’s name link in the upper left corner of the project’s dashboard (to the right of the Projects pane). The project opens to its Project Inventory tab.

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To display the dashboard for a project, either click the project in the project tree or list, or click the Load Project Dashboard

icon in the project entry.

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To rename a project, double-click the project name and overwrite the current name with the new name.

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To move a project to a different location in the project tree, drag and drop the project to the desired folder (or to the root location).

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To create or delete a project or folder from the project tree or list, use the right-click menu. See Managing Items in the Projects Display.

Selected Project Name

Select a project from the project tree or list to refresh the dashboard on the right with information about the selected project. You can click the project name displayed in the top left of the dashboard to open the project.

Project Contact

In the project dashboard header, the hyperlinked name of the user designated as the Project Contact—the main point of contact for the project. Click the name to open your default email program to send an email to the Project Contact.

Policy

In the project dashboard header, the name of the policy profile associated with the selected project.

The policy profile is used to automatically mark inventory items as approved or rejected when they are published—without the need for a manual review. For more information, see Managing Policies to Automatically Review Inventory.

Created

In the project dashboard header, the date on which the project was created.

Project Summary Graphs

On the project dashboard, graphs providing overview statistics about the inventory associated with the selected project. The graphs are interactive; when a section of a graph (or a corresponding legend item) is clicked, the Project Inventory tab is displayed, showing a filtered view of the inventory that applies to the section of the graph (or to the legend item) you clicked. See also Using the Project Dashboard.