# Project Management

A project In OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. is a top-level collection of the following:

- Toolchain Contains a group of tools and the sequence of execution for each tool.

- Image database The set of images used to train and test your vision application.:

  - Uploaded images and samples

  - Tags

  - Views The area of the image that the device operates on is called a view. A view can be the entire image, a user-defined rectangular area of the image, or the output of a tool, depending on the tool. generated by the tools

  - Labels and roles assigned to the views

Project Management in OneVision allows you to create and manage projects. Use the Home page to access different project management options, such as:

- Creating a new project

- Opening an existing project

- Viewing project details

You can organize projects into workspaces, and share workspaces with other users so they can access the projects in the workspace A workspace is a collection of projects that you can share with other users.. Workspaces cannot contain another workspace.

The following table includes a screenshot of the Home page and summarizes the project management features you can find in OneVision:

Number | Description
1 | You have the following options to manage projects: Create New Project: Create a new project. Create New Workspace: Create a new workspace. Note: The Create New Workspace button is only available to tenant A tenant is an individual or organization that subscribes to and uses services provided by a cloud computing platform. admins. (Beta) Import Project Archive: Upload a previously exported project archive. Move: Move one or more projects between workspaces.
2 | The details of the selected project or workspace in the sidebar. If you have a project selected, you can switch between the project thumbnail view and the toolchain view. The sidebar displays the following for projects: Number of Images: The number of images used in the project. Maximum size of Images: The largest image dimensions in pixels in the project. Role: Your assigned role for this project. Owner The Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin.: By default, the creator of the project. Owners can assign additional users to the owner role. Created: The date and time when the project was created. Open Project: Click to enter toolchain view. The sidebar displays the following for workspaces: Number of Projects: The number of projects the workspace contains. Role: Your assigned role for this workspace. Owner: By default, the creator of the workspace. Owners can assign additional users to the owner role. Created: The date and time when the workspace was created. Open Workspace: Click to open the workspace. You can open or close the sidebar with the < and > buttons.
3 | Overview of all projects and workspaces. You can change between grid view and table view. To access the following options for projects, right-click a project or click the … button: Edit: Change the name and edit the permissions of an already existing project. Export Runtime Toolchain (beta): Export the runtime components of the project in .ovr format for use with Cognex PC-based products. Clone (beta): Create a copy of the current working version of the project with its information, with the following exceptions: The cloned project does not copy the version information from the original project. The cloned project does not copy the user permissions of the original project. The user who triggered the clone process becomes the Owner of the new project and the project is not visible to other users. Export Project Archive (beta): Export the complete project and all its images, labels, roles, views and the toolchain to an .ovp file. Store this archive as backup or use to import or recreate the project on any tenant a user has access to. Delete: Permanently remove the selected project and all its artifacts, including the image database. Note: Before deleting a project, consider the following: You cannot undo or recover the deleted project. Only Owners can delete a project. To access the following options for workspaces, right-click a workspace or click the … button: Edit: Change the name and edit the permissions of an already existing workspace. Delete: Permanently remove the selected workspace. Note: Before deleting a workspace, consider the following: You cannot undo or recover the deleted workspace. You cannot delete the workspace if the workspace contains a project. Only Owners can delete a workspace.
4 | Filtering and search. Set the search type to Name or Created. Enter a search string. When you search based on Created, you can define a time period with any range. Add filters by Role. Click Clear All to remove the filters. Sort the list in ascending or descending order based on Name, Created, or Role. Note: Workspaces always come before projects in table view. In grid view, the workspaces appear above the projects. Searching and filtering in the root folder works globally, which means that you can see all projects inside all workspaces you have access to in the tenant.

## Project Management Actions

See the most frequent actions for managing projects and user access roles in the following dropdowns.

How to create a new project

To create a projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification.:

1. On the Home page, click Create New Project.

   A pop-up window opens.

2. Enter a name for the project.

3. Assign users to the user roles.

4. Click Create.

How to open an existing project

To open an existing projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification.:

1. On the Home page, search for the project you want to open.

2. Double-click the project.

How to manage and sort projects

To filter and search the list of projects, use the options above the list of projects on the Home page:

- Set the search type to Name or Created.

- Enter a search string. When you search based on Created, you can define a time period with any range.

- Add filters by Role.

- Click Clear All to remove the filters.

- Sort the list in ascending or descending order based on Name, Created, or Role.

  Note: Workspaces always come before projects in table view. In grid view, the workspaces appear above the projects.

Searching and filtering in the root folder works globally, which means that you can see all projects inside all workspaces you have access to in the tenantA tenant is an individual or organization that subscribes to and uses services provided by a cloud computing platform..

How to clone a project

Cloning makes a copy of the projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification..

To clone a project:

1. On the Home page, right-click the project you want to clone.

2. Select Clone.

How to delete a project

If you have the necessary access level, you can delete a projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification.. This action deletes the project for everyone, not only for the current user.

To delete a project:

1. On the Home page, right-click the project you want to delete.

2. Select Delete.

Note: You cannot undo or recover the deleted project.
How to export a project

The goal of creating a projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. is to export its toolchainContains a group of tools and the sequence of execution for each tool. into another software.

To export a toolchain for use with Cognex PC-based products:

1. Click Projects to enter Project Management view.

2. Select the project you want to export and click the three-dot menu.

3. Click Export Runtime Toolchain and save the OVR file to the specified directory.

Note: In-Sight Spreadsheet users can connect directly to a project and download the runtime component to the spreadsheet. For more information on exporting to In-Sight, see Export Toolchain to In-Sight.
What level of access user roles have for projects

Access | OwnerThe Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin. | EditorThe Editor is a project-level role who can access the majority of functions of a project, including editing and sharing. The Editor cannot delete a project. | ViewerThe Viewer is a project-level role who can only view the project and export the runtime toolchain. The Viewer cannot edit the project in any way.
Viewing projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. |  |  |
Renaming project |  |  |
Adding or removing users of any role |  |  |
Adding or removing users of Editor or Viewer role |  |  |
Deleting project |  |  |
(Beta) Exporting runtime toolchainContains a group of tools and the sequence of execution for each tool. |  |  |
(Beta) Cloning project (making a copy of the project on the same tenantA tenant is an individual or organization that subscribes to and uses services provided by a cloud computing platform.) |  |  |
(Beta) Exporting project archive (serialize the complete project to import into another tenant) |  |  |

Which user roles are needed to move projects

WorkspaceA workspace is a collection of projects that you can share with other users. Access | Project Access | Move Project from Root to Workspace | Move Project from Workspace to Workspace1 | Move Project from Workspace to Root1 | Clone Project to Workspace | Clone Project to Root
--- | --- | --- | --- | --- | --- | ---
OwnerThe Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin. | Owner |  |  |  |  |
Owner | EditorThe Editor is a project-level role who can access the majority of functions of a project, including editing and sharing. The Editor cannot delete a project. |  |  |  |  |
Owner | ViewerThe Viewer is a project-level role who can only view the project and export the runtime toolchain. The Viewer cannot edit the project in any way. |  |  |  |  |
Editor | Owner |  |  |  |  |
Editor | Editor |  |  |  |  |
Editor | Viewer |  |  |  |  |
Viewer | Owner |  |  |  |  |
Viewer | Editor |  |  |  |  |
Viewer | Viewer |  |  |  |  |

1 You need Owner access in the Workspace from which you want to move the projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification..

What project restrictions exist

Limit Type | Tenant Limits
Maximum number of images | 2 000
Maximum number of samples | 2 000
Maximum number of views per tool | 10 000
Maximum image size | 16 MP
Maximum image width and height | 100'000
Image channels | 1/3
Image types | PNG and BMP. PNG files are smaller and faster to upload, therefore recommended. Note: JPEG and JPG are allowed types but results are different in runtime.
Maximum number of tools | 10
Maximum number of categories | 50
Maximum number of detector results per view | 200
Maximum number of blobs results per view | 200
Maximum number of image tags | 100
Maximum number of views generated by the ROIThe Region of Interest (ROI) is the area of the image where the vision tool operates. step | 50
Maximum number of detector labels per view | 200
Maximum number of labels accepted at once for the Locator and Classifier | 1 000
Maximum number of versions per projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. | 20

## Workspace Management Actions

See the most frequent actions for managing workspace and user access roles in the following dropdowns.

How to create a new workspace
Note:

The Create New WorkspaceA workspace is a collection of projects that you can share with other users. button is only available to tenantA tenant is an individual or organization that subscribes to and uses services provided by a cloud computing platform. admins.

To create a workspace:

1. On the Home page, click Create New Workspace.

   A pop-up window opens.

2. Enter a name for the workspace.

3. Assign users to the user roles.

4. Click Create.

How to move projects to a workspace

To move one or more projects to a workspaceA workspace is a collection of projects that you can share with other users.:

1. Ensure that you have the following user roles:

   - You have OwnerThe Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin. or EditorThe Editor is a project-level role who can access the majority of functions of a project, including editing and sharing. The Editor cannot delete a project. access to the projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. you want to move.

   - You have Owner or Editor access to the workspace to which you want to move the project.

   - You have Owner access to the workspace from which you want to move the project. This is not needed if you want to move a project from root.

2. Select one or more projects:

   - Left-click one project.

   - To select more projects in a range, left-click the first project, hold the Shift key, and left-click the last project.

   - To select more projects that are not next to each other, hold the Ctrl key and left-click each project you want to select.

3. Click Move above the project list or right-click the highlighted project or projects and select Move.

   A pop-up window opens.

4. Optional: Click New Workspace to create a new workspace. After that, you can move projects to the newly created workspace as well.

5. Select the workspace where you want to move the project or projects.

6. Click Move.

How to add users to a workspace

To grant users access to a workspaceA workspace is a collection of projects that you can share with other users.:

1. Right-click the projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. to which you want to add users and select Edit.

   The Edit workspace pop-up window appears.

2. Add users to the appropriate user roles.

   As you type the name of the user, the dropdown list of users suggests partial matches.

3. Click Update.

How to revoke user access to a workspace

To remove the access of a user to a workspaceA workspace is a collection of projects that you can share with other users.:

1. Right-click the workspace from which you want to remove user access and select Edit.

   The Edit workspace pop-up window appears.

2. Select the users you want to remove from the workspace and press Backspace or click the x icon next to their name.

3. Click Update.

How to delete a workspace

To delete a workspaceA workspace is a collection of projects that you can share with other users.:

1. Ensure that the workspace does not contain any projects.

2. Right-click the workspace you want to delete and select Delete.

3. In the pop-up window that asks for confirmation, click Delete.

What level of access user roles have for workspaces

Access | OwnerThe Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin. | EditorThe Editor is a project-level role who can access the majority of functions of a project, including editing and sharing. The Editor cannot delete a project. | ViewerThe Viewer is a project-level role who can only view the project and export the runtime toolchain. The Viewer cannot edit the project in any way.
Viewing all the projects in the workspaceA workspace is a collection of projects that you can share with other users. |  |  |
Renaming workspace |  |  |
Adding or removing users of any role |  |  |
Adding or removing users of Editor or Viewer role |  |  |
Deleting workspace |  |  |
Creating new projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification. in the workspace |  |  |
Moving project from the workspace |  |  |
Moving project to the workspace |  |  |

Which workspace and project-level user roles are needed to move projects

WorkspaceA workspace is a collection of projects that you can share with other users. Access | Project Access | Move Project from Root to Workspace | Move Project from Workspace to Workspace1 | Move Project from Workspace to Root1 | Clone Project to Workspace | Clone Project to Root
--- | --- | --- | --- | --- | --- | ---
OwnerThe Owner is a project-level role who can assign roles to existing tenant users and has the same access to the project as an Admin. | Owner |  |  |  |  |
Owner | EditorThe Editor is a project-level role who can access the majority of functions of a project, including editing and sharing. The Editor cannot delete a project. |  |  |  |  |
Owner | ViewerThe Viewer is a project-level role who can only view the project and export the runtime toolchain. The Viewer cannot edit the project in any way. |  |  |  |  |
Editor | Owner |  |  |  |  |
Editor | Editor |  |  |  |  |
Editor | Viewer |  |  |  |  |
Viewer | Owner |  |  |  |  |
Viewer | Editor |  |  |  |  |
Viewer | Viewer |  |  |  |  |

1 You need Owner access in the Workspace from which you want to move the projectIn OneVision, a project is a collection of images and vision tools that performs different tasks, such as inspection, measurement, or identification..