Adding and removing resources for a project

Choose templates, environments, and assets to share with project users and remove old resources when they’re no longer necessary.

Contents

Adding environments, templates, and assets to a project

After you create a project, you can add environments, templates, and assets to it. These resources are shared with the users you add to the project.

Notes

  • You can add resources that you own, public resources, and resources from other projects where you're an editor, manager, or owner.
  • Only project editors, managers, and owners can add resources to the project.
To add environments

  1. Navigate to the project details page.

  2. Click the Environments tab. A list of the environments that belong to the project displays.
  3. Click add environment to display a list of available environments.
  4. Click Add next to the environments you want to add it to the project.

  5. When you’ve finished adding environments to the project, click done

    There is no limit to the number of environments that you can add to a project.

To add templates

  1. Navigate to the project details page.

  2. Click the Templates tab. A list of the templates that belong to the project displays.
  3. Click add template to display a list of available templates.
  4. Click Add next to the templates you want to add it to the project.

  5. When you’ve finished adding templates to the project, click done

    There is no limit to the number of templates that you can add to a project.

To add assets

  1. Navigate to the project details page.

  2. Click the Assets tab. A list of the assets that belong to the project displays.
  3. Click add asset to display a list of available assets.
  4. Click Add next to the assets you want to add it to the project.

  5. When you’ve finished adding assets to the project, click done

    There is no limit to the number of assets that you can add to a project.

Resources can also be added to projects from the resource list pages.

add to project

Removing resources from a project

To remove a resource

  1. Navigate to the project details page.

  2. Click the tab for the type of resource you want to remove:
    • Templates – A list of the templates that belong to the project displays.
    • Environments – A list of the environments that belong to the project displays.
    • Assets – A list of the assets that belong to the project displays.

  3. Click remove next to the resource that you want to remove.

    Removing a resource from a project doesn’t delete the resource; it’s still available for use.

How project membership is saved in environment and template settings

In general:

  • Project membership is applied when you copy an environment or template in a project. The new environment or template is automatically added to the same project (assuming you have permission to add resources to that project).
  • Project membership isn’t automatically applied when you create an environment from a template in a project or save an environment in a project as a template. The new environment or template can be manually added to the project using the directions above.
To retain project membership in an environment created from a template in a project

  1. Navigate to the project details page.

  2. Click the Templates tab.
  3. Click the name of a template. The template details page displays. create environment from teomplate
  4. Click New Environment.

See also

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