Projects Overview

A critical step in the Product Development process is the ability to organize and plan out work. Projects are a way to organize information within Albert, and help promote digital collaboration between teams while also protecting Intellectual Property (IP). 

This article outlines how to create new projects, navigate existing projects, edit project details, and close projects. 

Searching and Filtering Projects

Opening up the Projects module will open a list of all Projects. From there, you can easily search, filter on, and sort by a variety of criteria.

For more information on searching and filtering Projects, navigate to this help article.

Creating a new Project

You can create a Project within Albert from any page by clicking the Create button in the navigation panel at the top of the page and selecting 'Project'. From there, the project creation modal will appear, prompting you to fill out information about your project. 




Navigating a Project

Project Section Description Tips & Tricks
Analytics The Analytics section contains general information about the project, including the amount of material manufactured, the number of data points collected, the Project Momentum Score, and the Project Innovation Score. This section also provides an overview of the related open tasks.

The Project Momentum Score is based on the amount of work being done in a project compared to previous weeks. A positive score indicates an increase in work, while a negative score indicates the work is decreasing.

The Project Innovation Score is based on the use of new and novel inventory within your project, with a score ranging from 0-100.


The Formulation section is one of the main project modules for planning and managing your formulas and the associated tasks.

Within the Formulation section, you can plan experiments in a format that is similar to Excel, and enriching the experience with interconnected data.

Application Engineering

The Application Engineering section allows you to customize how you manage and compare your Property Task data by adding formulas and Inventory items.


The Reports section links to the Reports tool and gives an Excel-like view of data with the ability to manipulate and visualize it in a variety of ways.


In the Details section, you can view and change relevant information about Projects, such as the Application, Technology, Description, Notes, or Status.

The details of when Project was created and who it was created by will populate at the top of the Details section.

Within the Details section, you can change the Project’s status to “Not Started”, “Active”, “Closed - Success”, or “Closed - Archived”.

Notes and attachments can be added to Projects within the Project’s Details section.

When searching for Projects, you are able to search for the information in this section’s “Description” field.


The Access section lists all of the Albert users with access to the Project and the level of access each user has.

Additional users can be given access to a Project from this section.

The Access section is where you can make Projects confidential, which hides the project and its data.

Tip: Create more space in your browser window by collapsing the Project sidebar using the carrot (shown below).


Editing a Project

Project information can be edited after a project is created. To edit details about an existing Project, navigate to the Project's Details section. From there, you can edit Project information and add new notes, or remove or edit notes that you have created. You can also upload or download attachments from this page.

To add a note to a Project, begin typing in the Project Notes field and click Save to add your note to the project. To add an attachment to a Project, click on the paperclip icon to the left of the Notes field. 


Tip: While in the Project Details page, click and hold on any file(s) you would like to add and drag and drop it into anywhere in the browser window. This will attach the file(s) to your Project, and the file(s)'s thumbnail will appear in the Notes section.


If you're collaborating with multiple sites on a Project, you can click on the "Add Location" button on the Project's Details section to add a new location, or click on the "Remove" icon to delete an existing location. 



Closing a Project

To close a Project, navigate to the Project's Details section. From there, you can change the status in the top right corner to "Closed - Success" or "Closed - Archive". Updates to the Project status will save automatically. 



Sharing a Project

Each Project within Albert has a unique URL that can be copied to share with colleagues and managers. Projects can also quickly be shared from the Project module by hovering over a Project's row, and clicking the three dots within that row on the righthand side of the screen and selecting "Copy Project Link." The link will then be copied to the your clipboard and can be pasted elsewhere from there.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.