Overview
Clicking a project card on the Dashboard opens the Project Detail page (/projects/:projectId). This page is the main workspace for a single project. A sticky header shows the project name and a back arrow to return to the Dashboard. Below the header is a tab bar with five sections.
Project Tabs
| Tab | Contents |
|---|---|
| Project Info | Name, description, project-level files, links, and tasks summary |
| Products | All products (STEP assemblies) belonging to this project |
| Classes | Project-level class definitions used to categorise parts |
| Tasks | All tasks across all products in this project |
| Collaborators | Team members with access to this project (owners only) |
Info Tab
The Project Info tab shows the project's metadata and quick-access links.
Project name & description
The project name and description are displayed at the top. Owners can edit them inline by clicking the edit icon next to the name or description field.
Project-level files
Attach reference documents, PDFs, or any files directly to the project. These are separate from product-level files.
- Click Upload file to attach a new file.
- Click a file name to download it.
- Click the trash icon to delete a file (owners / editors with editInfo permission).
Project-level links
Store external URLs (e.g. specification documents, supplier pages) at the project level.
- Click Add link, enter a URL and optional label, then save.
- Click a link to open it in a new tab.
- Use the edit or delete icons to manage existing links.
Tasks summary
A summary of open tasks is shown. Clicking View Tasks switches to the Tasks tab.
Products Tab
The Products tab lists all products (3D assemblies) in the project. See Chapter 4 — Products for full details on uploading and managing products.
- Active products are shown first; archived products appear in a collapsible section below.
- Click Add Product (owners / editors with uploadVersions permission) to upload a new STEP file.
- Click a product card to open its Product Detail page.
Classes Tab
Classes are project-level templates that define structured data fields for parts. Once defined, classes can be assigned to individual parts in the 3D viewer.
Viewing classes
Each class is shown as a row in an accordion list. Click a row to expand it and see the class description and its fields.
Creating a class
- Click the + button in the Classes section header (requires addClasses permission).
- In the modal, enter a class name and optional description.
- Add fields by clicking Add field. Each field has a label and a type:
| Field type | Description |
|---|---|
| Text | Free-form single-line text |
| Number | Numeric value |
| Dropdown | Predefined list of options (you define the options) |
| Checkbox | Boolean true/false |
| Date | Date picker |
- Click Save to create the class.
Editing & deleting classes
Expand a class row, then use the Edit or Delete buttons that appear. Deletion requires confirmation.
Tasks Tab
The Tasks tab shows all tasks across every product in the project, plus project-wide tasks. This gives a bird's-eye view of all work in progress.
- Tasks are grouped into Open and Done columns.
- Each task card shows the product it belongs to, the part name (if applicable), priority colour, and due date.
- Click a task to open its detail modal.
- Use the filter and sort dropdowns to narrow the list.
For full task management details, see Chapter 6 — Tasks.
Collaborators Tab
The Collaborators tab is visible only to the project owner. It shows all collaborators at the project scope and lets you invite new ones.
For full collaboration management, see Chapter 9 — Collaborators.
Export to Excel
The entire project — including all products, tasks, files, links, classes, and version history — can be exported to an Excel workbook.
- Go to the Project Info tab.
- Click the Export Project button (download icon, near the bottom of the info panel).
- SysHub fetches all data and generates an
.xlsxfile. A spinner shows while the export is in progress. - The file downloads automatically to your browser's default download folder.