Can I add this object to this project?

Standard Projects and Auto-Share Projects have different restrictions on who can add objects to them:

These differences are a security measure. Sharing an object is a manage level permission. Since adding an object to an Auto-Share project will share that object with everyone shared on the project, adding an object to an Auto-Share project requires manage permission on the object.

How to Add an Object to a Project

Objects can be added to a project using the triple dots action menu or the projects side bar.

Using the Action Menu

To add an object to a project using the action menu:

1. Open the standard action menu on the object
2. Click Add to Project
3.  Search for the Project you want to add it to
4. Click Save
5. If the project is an Auto-Share project, you will be asked to confirm the addition
6. Click Save again to confirm the addition or Cancel to discard it
   • Once your object is added to an Auto-Share project, it will be shared with the users and groups who have access to the project, at their respective access level.

On this pane, you can also:

• Remove the object from a project by clicking the ‘x’ next to the project name.
• Open attached project by clicking on the project name.

For objects without the standard action menu: 

1. Click on the folder icon in the top-right corner of that object's page.

2. Use the search bar or pre-populated list to find the project you want to add this object to.

3. Click on the project name

On this pane, you can also:

• Open the project by clicking on the open folder icon to the right of the project name.
• Remove the object from a project by clicking the ‘x’ icon to the right of the project name.

Using the Project Side Bar

To add an object to a project using the project side bar:

1. Open the object detail page

2. Click on the project name in the project side bar

3. Click the Add to Project button at the bottom of the side bar

Adding Projects to Projects

Projects may be nested within other projects. To add a project to another project, use the action menu or the projects bar as you would for other objects, following the standard steps above.

Restrictions:

• A project may only be nested inside one other project.
• You cannot add Project A to both Project B and Project C.
• However, you could add Project A to Project B, and then add Project B to Project C.
• Nesting projects is not allowed if doing so would create a cycle.
• For example, you cannot add Project A to Project B and also add Project B to Project A.
• There is a maximum nesting depth of 10 levels.
• If you are reaching this maximum depth, we recommend re-organizing your projects to reduce the number of levels.

Nested Projects & Auto-Sharing

If a nested project is Auto-Share enabled, objects in that project will be shared with users and groups shared on the parent project. If the nested project is not Auto-Share enabled, the project will be shared with parent project users and groups, but its child objects will not be shared. 

Adding Tables to Projects

Add tables to projects to easily find the data that is used for a specific workstream or analysis. This will allow you to complete your work faster as everything you need is in one, organized place.

Tables can be add to projects using the Add to Project action button:

1. Open the table details page for the table you want to add to a project.
2. Click on the Add to Project button in the top right corner of the table’s page.
3. Use the search bar to find the project you want to add this table to.
4. Click on the project name and click save

On this pane you can also: 

• Open a project by clicking on its name under the In These Projects header
• Remove the table from a project by clicking the ‘x’ icon to the right of the project name

Tables can also be added to projects using the project side bar:

1. Open the table details page for the table you want to add to a project.
2. In the left bar, open the project you want to add the table to.
3. Click the Add to Project button on the bottom of the left bar.
4. If the project is an Auto-Share project, you will be asked to confirm the addition by clicking Save.
1. Note that tables cannot be auto-shared and access must be granted separately.

You can also add tables to projects using the API!

Permission Notes: 

• Tables added to Auto-Share projects are not shared automatically with users and groups shared on the project.
• Table permissions are controlled at the database level. Anyone who has permission on the table and on the project will see the table in the project.
• To read more about granting user permissions for database objects like tables, please see: Granting Permissions to Database Objects.