Project Workspace Viewer Tour

Learn how to navigate and utilize the Project Workspace Viewer in Oviond for efficient project management, sharing, and saving as templates.

Introduction

The Project Workspace Viewer in Oviond provides an intuitive platform for easy viewing, presenting, sharing, and saving projects as templates. This guide covers the essential features and navigation options within the Project Workspace Viewer.

Step-by-Step Instructions

  1. Navigate to Oviond's login page and enter your credentials

  2. Select Client

  3. Select Project

    • Select the desired project, which will automatically open in the Project Workspace Viewer.

Features Overview

  • For reports, each section is displayed on the left-hand side of the Viewer for easy access.

Client Sidebar Menu

  • Home Page: Click the logo to return to the home page.

  • Client Projects: View all projects related to the selected client.

  • Client Settings: Manage settings specific to the selected client.

Header Options

  • Date Selector: Choose the date range for the project data.

  • Refresh Data: Update the data to the latest available.

  • Sharing Options: Options to share the project with others.

  • Edit Access: Click "Edit" to access the Project Workspace Editor.

  • Options Menu:

    • Present: Enter presentation mode.

    • Duplicate: Create a copy of the project.

    • Save as Template: Save the current project as a template for future use.

    • Delete: Remove the project.

Additional Information

  • Tip: Use the "Save as Template" option to streamline the creation of new projects based on existing ones.

Conclusion

The Project Workspace Viewer in Oviond simplifies project management by offering easy access, viewing, and editing options, ensuring efficient project handling and collaboration.

Related Resources

Project Workspace Editor Tour

Explore the project workspace editor in Oviond with this detailed tour, covering client sidebar menu, header, and toggle menu functionalities.

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