Projects Bar

🌻 Projects Bar

🗂️ What you can do here: Choose which Project (project) you want to work on. Use the File menu for quick actions like creating new Projects, uploading documents, or sharing your work with others.

A small locked indicator at the top-right of #project-selector-header shows only when a project is read-only.
An archived icon appears only when the project is archived. Archived projects are automatically read-only and only visible to owners, collaborators, and admins (not visible to the public even if marked public).

Quick access to common actions:

Manage the Current Project#

Edit : Modify settings and sharing
Upload sources : Add documents to the current Project
Clone : Create a complete copy of the Project under a new name
Clone filtered : Create a copy of the current Project but only containing the sources and links as currently filtered.
Archive : Hide from main list
Delete all links : Remove every causal link in this Project (sources remain)
Download : Export as XLSX
Versions : Restore and create backups of this Project
Manage projects : Opens the Projects tab as a shortcut

Link to the Current Project#

Copy link : Get short bookmark URL (e.g., ?bookmark=abc123) to current app state
Copy formatted link : Get HTML link with bookmark ID as text (e.g., <a href="...?bookmark=abc123">#abc123</a>) for documents and emails

Manage projects#

New Project : Create an empty Project which you can then import sources into
Import XLSX : Import a complete new Project from Excel (e.g. another Causal Map 4 project which has been exported as XLSX). You can use this for "round-tripping": downloading, conducting some bulk operations or other tweaks within Excel and then uploading it again.
Update Sources in current project : Upload Excel sheet with just a sources tab in standard format with updated sources data e.g. additional or corrected custom columns. You can use this for "round-tripping": downloading, conducting some bulk operations or other tweaks within Excel and then uploading it again.
Import cm3 : Import a complete new Project downloaded from CausalMap3

Lists all the Projects you have created or been invited to, from which you open just one
After changing the project, the rest of the app resets to defaults: sources filter, all links filter pipeline filters, and deck filter (shows all bookmarks)
On startup, the app auto-selects the most recent viewable project (owned by you, shared with you, or public).
Admins can see all projects in the Projects table, but the dropdown never auto-selects or loads a non-viewable project; admins may open the Edit Project modal for non-viewable projects from the table only.

Project Details button#

A small pencil button sits to the right of the Project Dropdown.
Clicking it opens the Project Details screen, the same as you get by clicking the first item in the File menu, which we describe next:

Manage every aspect of the current project. You can reach this management pane by clicking Edit from the File menu. Manage other projects by clicking the edit button in the corresponding row of the Projects Panel.

📄 What you can do here: - Open it: File → Edit, or the edit icon in the Projects table. - When it appears: Also opens on project load/change unless you turn it off for this project. - Save vs instant changes: - Use the Save button to apply changes to Name, Tags, and Description. - Archived, Locked, Public, and Collaborators update instantly.

Details#

Name: Rename the project. Click Rename to save.
Tags: Comma‑separated tags for quick grouping/searching.
Description: Free‑text notes about the project.
Edit codebook: Toggle to reveal a text area where you can list factor labels (one per line). These are added to the cause/effect dropdowns in the link editor; existing options are kept.
AI Processing Region: Choose where AI processing occurs for GDPR/data residency compliance:
EU (Belgium - europe-west1) - Default. Recommended for EU data residency requirements.
UK (London - europe-west2) - UK has GDPR adequacy decision, suitable for EU/UK compliance.
US (Virginia - us-east5) - US East region.
Setting is saved per-project and auto-saves on change (with confirmation warning).
All subsequent AI coding for this project uses the selected region.
Archived: Hide the project from the main list and make it read-only. Archived projects are only visible to owners, collaborators, and admins (hidden from public view even if marked public). Applied immediately. Unarchiving restores normal visibility and editability.
Info line: Created / Modified / Owner, plus counts for links/sources/words, and quick actions:
Versions: Open the versions manager.
Delete embeddings: Remove factor embeddings for this project (advanced).
Show on open: Toggle "Show this screen when opening this project" at the top to auto‑open or suppress this screen for this project.

Locked: Make the project read‑only. Editing is disabled until unlocked. Applied immediately.
Public: Allow all signed‑in users to view the project (read‑only). Applied immediately.
Collaborators: See current collaborators, add by email, and choose permission:
Viewer: Read‑only
Editor: Read & write

Bookmarks#

If available, view saved “bookmarked” views of your data and open the Bookmark Manager.

This screen also shows when a project loads or is changed, except:

for new users (the help drawer is still being opened to welcome them),
if you have already clicked "don't show" for this project.

File menu#