Projects are the core element for conducting research on Tercen. They are the containers for the data, calculations, and supporting documentation associated with a research project. Projects also have an activity log and a built-in forum for comments and feedback. In this article, we walk through the features and functions of a project.


Some things to check before starting.

None. Just dive right in.

No time to read?

Watch a video of how it's done.

Tip: Open the video in another browser tab beside Tercen. That way, you can pause it and follow along with the instructions.

Create a New Project

  • Click the New Project Button

  • Assign the project to a Team* or keep it personal.

  • Add a name and description for your project.

  • Choose to make it public or keep it private.

* If you created the project from a Team page it will automatically be assigned to that team.

Private projects can only be viewed by the person or team that owns it. They can be copied and adjusted only by these people.

Public projects can be viewed and collaborated-on by the wider community. They can be copied by anyone and used as a basis for new research.

Clone an existing project

Cloning creates a new project from a pre-existing one you have access to.

Your personal projects, projects from your teams, and publicly shared projects can all be cloned. Cloning will copy the data, workflows, and supporting documents contained in the original project. Discussions and activity logs are not copied; they are re-set.

Just click the Clone Icon.

You can then name and assign it in the normal way.

Working with projects

An overview of the structure, features and functions of a Project.

Projects contain Data, Workflows and Supporting Documents. Here we will walk through the features and functions involved in administering a project on Tercen.

Administrative Icons

Some Icons perform administrative tasks and provide visual information about the status of your project.

The Clone Icon allows you to copy the project.
The Locked Icon shows that the project has not been made public. Only the team can view it.

Main Tabs

A project has three main tabs for organisation.

  • Project - Where the main elements of the research are accessed.

  • Discussions - Where team members and public users can leave comments.

  • Activities - A log of operations and events on the project.

Project Tab

Upload data

Use this button to upload your data to a project. See our How to Upload Data article for more detail.

New Workflow

New Workflows can be created from the function bar.

We made a short video to show you the first steps to creating a workflow.

New File

Documents can be added to a project through the function bar. The New File button opens a text editor to write a file directly into Tercen.

Tercen recognises the Markdown Language so you can apply text formatting to your file using this editor.

We recommend that every project creates a file called

Tercen gives a file special status, and it's contents are turned into a type of "Front Page" for your project.

See our How-To Article for instructions on how to set this up.

Import File

Use this button to upload supporting documentation to your project. Team members can view and download files from here.

Import workflow

Workflows have an export function which wraps their settings and structures into a .zip file. This allows you to copy a process to a different project so you can re-use it in new contexts and data. Previously exported workflow .zip files can be imported with this button.

Latest Activity

The last action logged on the project appears here for quick reference.

Elements List

Elements can be Documents, Data, or Workflows. Each type has its own icon.

Hovering your mouse over an element will cause administration icons to appear.

Rename - Change the name of the element.
Export - Export this element. It can then be added to other projects.
Clone - Projects can have more than one workflow. Clone and modify.
Delete - Removes the selected element.

Discussions Tab

Discussions are forum threads where feedback, commentary, and general communications can be made on a project.

Discussion threads can be created and comments added by anyone with permission to view the project.

Users with project admin permissions can edit or delete all comments.

Activities Tab

Selecting the Activities tab will show a history of the project and give an audit trail. Any comments or changes are logged here, listed in a descending timeline. Clicking on a link will bring you to the relevant event.

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