# Understanding the Project Management Page

#### **Guide to Understanding the Project Management Tab**

The Project Management tab of the INVISION Platform is designed to give users access to all the tools they need to design and manage a trial. It's divided into several sections, outlined below.

#### **Users**

The Users section of Project Management is used to add users, edit user profiles, and to assign permissions.  
  
[![Screenshot 2024-03-25 155926.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/scaled-1680-/screenshot-2024-03-25-155926.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/screenshot-2024-03-25-155926.png)

<details id="bkmrk-components-of-the-us"><summary>Components of the User Section</summary>

1. **User Management**
    - **Function:** Displays a table containing users based on trial selection, search results, and/or specific filters that are applied.
2. **Trial Selection**
    - **Function:** Use this dropdown menu to see users associated with a specific trial.
3. **Search:**
    - **Function:** Search for users using first/last name or email address.
4. **Filter:**
    - **Function:** Use this filter to find users that have been assigned specific roles.
5. **Add Existing User:**
    - **Function:** Use this option to add users to a trial that you know are already in our system. For example, you would use this button to add a user from a previous trial to a new trial.
6. **Add New Users:**
    - **Function:** Use this option to add completely new users to a trial.
7. **Export:**
    - **Function:** Selecting this button will download a .csv file with all users, their contact information, and their role in our system.
8. **User Profile:** 
    - **Location:** Select the three dots to the right of the user's email to pull up a menu.  
          
        [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/scaled-1680-/OiVimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/OiVimage.png)
    - **Function:** This menu provides access to the following: 
        - User Details
        - Assign Permissions
        - Edit User
        - Delete User

</details>To see a list of all the available roles and how to assign them, check out our [Guide to Understanding Roles in the INVISION Platform](https://docs.prod.intent.ag/books/invision-learning-guide/page/available-roles-and-how-to-assign-them).

---

#### **Trials**

A Trial is an experiment conducted on an agricultural field to test one or multiple products, such as fertilizer, fungicide, insecticide, etc.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/scaled-1680-/QeCimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/QeCimage.png)

<details id="bkmrk-components-of-the-tr"><summary>Components of the Trials Section</summary>

1. **Trials Management**
    - **Function:** Displays a table containing all trials created for your active client.
2. **Create Trial**
    - **Function:** Selecting this button will allow you to start the process of creating a trial.
3. **Edit Trial**  
    
    - **Function:** Select the pencil on the far left in the table to edit that trial.

</details>To learn more about Trial creation, check out our [Guide to Creating a New Trial](https://docs.prod.intent.ag/books/invision-learning-guide/page/how-to-create-a-new-trial).

---

#### **Protocol**

A protocol is a series of steps that need to be carried out to complete the Trial experiment. A protocol is specific to both a single trial and a single crop, but trials can have multiple protocols. Protocols can have both mandatory and optional steps.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/scaled-1680-/fijimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/fijimage.png)

<details id="bkmrk-components-of-the-pr"><summary>Components of the Protocol Section</summary>

1. **Protocol Management:**
    - **Function:** Displays a table containing all available protocols that have been created, based on the trial selection.
2. **Trial Selection:**
    - **Function:** Use this dropdown menu to see protocols associated with a specific trial.
3. **Create Protocol:**
    - **Function:** Selecting this button will allow you to start the protocol creation process.
4. **Protocol Steps:**
    - **Function:**
5. **Edit Protocol:**
    - **Function:** Select the pencil icon on the far left of the table to edit that protocol.
6. **Delete Protocol:**
    - **Function:** Select the trash can icon on the left side of the table to delete that protocol. 
        - Protocols cannot be deleted once data is associated to it. If you need assistance, submit a help desk request, or connect with your point of contact at INTENT.  
            [![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/scaled-1680-/V0vimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-03/V0vimage.png)

</details>To learn more about Protocol creation, check out our [Guide To Creating a Trial Protocol](https://docs.prod.intent.ag/books/invision-learning-guide/page/how-to-create-a-trial-protocol).

---

#### **Protocol Field Data**

Setting up protocol field data is a way to set up questions for a field visit, or collect extra information you need from growers about any of the protocol steps you've set up. For example, if you have a set of questions your grower needs to fill out in relation to the planting step, you can set that up in the Protocol Field Data section of Project Management.

[![image.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-04/scaled-1680-/zbGimage.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-04/zbGimage.png)

<details id="bkmrk-components-of-the-pr-1"><summary>Components of the Protocol Field Data Section</summary>

1. **Protocol Field Data Management:**
    - **Function:** Expandable sections for each protocol step created in the selected trial and protocol.
2. **Trial Selection:**
    - **Function:** Use this dropdown menu to select the trial you want to add protocol field data for.
3. **Protocol Selection:**
    - **Function:** Use this dropdown menu to see the protocols associated with a specific trial.
4. **Protocol Steps:**
    - **Function:** Each step expands so that you can add questions for growers or edit question that have already been created.

</details>To learn more about add protocol field data, check out our guide on [How To Add Field Data Questions to a Protocol Step](https://docs.prod.intent.ag/books/invision-learning-guide/page/how-to-add-field-data-questions-to-a-protocol-step).

---

#### **Trial Progress**

The Trial Progress section of Project Management is designed to be a tool for admins to closely keep track of the progress of all of their trials. It has a variety of of filters, as well as an option to export the data you want to see as a CSV file.

<details id="bkmrk-components-of-the-tr-1"><summary>Components of the Trial Progress Section</summary>

1. **Trial Progress Management:**
    - **Function:** Displays a table that provides all protocol steps and the dates they were completed, organized by growers. 
        - **Optional:** Some columns are editable, allowing admins to manually enter in specific dates.
2. **Trials Selection:**
    - **Function:** Use this dropdown menu to filter the table to only display data associated with the selected trial.
3. **Optional Filters:**
    - **Protocol:** Use this dropdown menu to filter the table to only display data associated with the selected protocol.
    - **Grower:** Use this dropdown menu to filter the table to only display data associated with the selected grower.
4. **Years:** 
    - **Function:** Use this dropdown menu to filter the table to only display data associated with the selected year.
5. **Show Dropouts:**
    - **Function:** Use this toggle to show or hide grower's that have been dropped out of their trial/protocol.

</details>To learn more about the Trial Progress table, check out our guide on [How to View and Export Trial Progress](https://www.youtube.com/watch?v=jarrlmWJBeA).


---

#### **Field Visit Planning**  


Field Visit Planning

<details id="bkmrk-components-of-the-fi"><summary>Components of the Field Visit Planning Section</summary>

1. **Field Visit Management**
2. **Trials Selection:**
3. **Crop Selection:**
4. **Grower Selection:**
5. **Assignee Selection:**
6. **Optimal Start Date:**
7. **Optimal End Date:**
8. **Growth Stage Selection:**
9. **Years:**
10. **Show Dropouts**
11. **View Selection**

</details>##### **Components of Field Visit Planning**

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