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Getting Started / Project Management

Project Management

Project Management covers how projects are structured in HASS Cloud, where they are stored, and how to create a new project in the correct location.


Project Overview

Project Overview

A project is your main working file in HASS Cloud. It stores your system setup, inputs, and project settings used for calculations and reporting. See Project Properties (Quick Access) for the main project settings panel.

Cloud Storage

Projects are stored in the cloud file system inside folders, not on local device storage.

Local Files

Local files are only created when you download reports or export files through your browser.

Ownership and Access

By default, you are the Owner of projects you create. You can share projects with team members, clients, or your Organization when your permissions allow it.

Project overview in file system
New Project

New Project

Create new projects directly in the folder where you want the file to be stored.

Create a New Project

1. Open the folder where you want to save the project.
2. Select New Calculation from the left side of the file system.
New Calculation button in sidebar

3. Enter the basic project details: Project Name, Description, Pipe Table, and Units. See Calculations -> Pipe Table for how Pipe Table settings affect runs.
New Calculation screen

4. Click Create to save and create the project. The new project is created in the folder that was open, then opens automatically.
Sharing and Collaborating on Projects

Sharing and Collaborating on Projects

Sharing a Project

Share the project with team members, clients, or your Organization so they can access the same project file. You can share projects while in the file system or while in the project itself.




How to Share a Project

1. To share a project in the file system, find the project you want to share, click the 3-dot menu, then select Share.


Sharing a project from the file system

2. To share a project while in the project, select the Share icon in the header.


Sharing a project from inside the project

3. After selecting share, enter the email of the user you want to share the project with, their level of edit access, and click share.

Share dialog with access level selection




Edit Access Levels

View: View only.
Edit: Fully edit permissions, but cannot delete the project.
Owner: Full access to edit and delete the project.
Saving a Project

Saving a Project

Status Indicator

Projects are automatically saved after each action or edit. Use the Status Indicator in the header to confirm whether the project is saved, currently saving, or failed to save. The Status Indicator is also shown in User Interface Basics.

Project saving status indicator

If a Project Fails to Save

A failed save is most often caused by a lost internet connection. Reconnect to the internet and check the Status Indicator again. If the failed save status continues, use Report Bug in the File Menu to contact support and review Troubleshooting -> General Errors.
Deleting a Project

Deleting a Project

Delete a Project

In the file system, find the project, select the 3-dot menu, then select Delete.

Deleted projects remain in the Trash folder for 30 days. After 30 days, the project is permanently deleted and cannot be restored.

Delete project action




Restore a Deleted Project

Open the Trash folder, find the deleted project, select the 3-dot menu, then select Restore. The project is returned to its previous folder location.

Restore deleted project action