Plan, Create, and Manage a Project

With Uinta, creating and managing projects is easy. You decide where to store each project and who has access. There are two project types: 

• Local Project—Stored on the device on which it is created and accessible only from that device. No internet connection is required. A local project can be pushed to the cloud at a later time.
• Cloud Project—Stored on the cloud and distinguished by a cloud icon  next to the project name. Allows multiple users to simultaneously collect data on the same project and access the project from the field or office.  An internet connection is required to initially create the project.

With a cloud project,

• You can delete the project from a device but keep it in the cloud. You can download the project to the device again by tapping the download icon next to the project name.
• The project syncs with the cloud automatically if Uinta is open and your device is connected to the internet.
• You can collect data while the device is offline and sync the project data when the device has an internet connection.

Plan a Project

The first step in creating a successful project is planning. Make a list of the data that you want to collect. As you plan, consider the forms, maps, and reports that you currently use. 

Uinta has four types of records in which you can collect and store data. 

A project can have as many records types as needed, and the names of the record types can be customized to fit your job. In each record type, you will create fields for the data that you want to track. You might create a spreadsheet (similar to the following example) to help you plan your project. 

 

 

For example, for a gas utility company, the Uinta project might contain the mapped positions of gas lines and meters. The location of each gas line is collected as a line record type and includes fields for the gas line's diameter, date it was inspected, and its condition. A point record type collects the location of each gas meter and includes fields for the condition of the meter, date it was inspected, and photo.  

Taking the time to plan the types of records you want to collect and the fields associated with those records will ensure a smooth creation process. 

Tip: Uinta can be configured in many ways to do the same job, and the ultimate project layout will depend on personal preferences and job workflow. For complex projects that require testing and different iterations to find the best approach, we recommend creating a local project first to validate the workflow. Then, you can save the project to the cloud when you feel confident in the project layout. 

Create a Project

To create a project,

1. From the Projects screen, tap  . 
2. In the Add Project Lisabox, tap Create. 
   
3. In the Project Setup box, enter the project name.
   
4. Select a template or project on which to base the project. 
   
5. Select the project type.
   • Cloud—Saves the project to the cloud. Requires an internet connection for project creation. 
   • Local—Saves the project to the device. Requires no internet connection.
6. Select a color and icon to identify the project.
7. Tap .

Manage Project Access

After you create a cloud project, set up which Uinta users have access to the project. 

To set up project access,

1. From the Projects screen, tapnext to the cloud project and select Manage Access.
   
2. Tap Add users.
3. Select the users who should have access to the project.
   All users must have an active Uinta account.
4. Tap .

For an administrative user, select the Is admin? checkbox. A user with administrative privileges can make changes to the project's template, set up user access, or permanently delete the project from the cloud. 

1. Tap .
   Uinta notifies you that the project has been successfully shared.
   
2. Tap OK. Uinta confirms that the cloud project is created.
   
3. Tap OK.

Organize Projects in Folders

You can organize and manage your projects in folders and subfolders from the Projects screen. The navigation bar at the top of the screen shows the selected folder within the folder structure. Quickly navigate to another level by tapping the folder you want to view. For example, tap Home to return to the main level.

Add a Project to an Existing Folder

To add a project to a folder,

1. From the Projects screen, tap next to the project name. 
2. From the menu, select Move.
3. Select the folder where you want to move the project.
   
4. Tap .

Add a Project to a New Folder

When you move a project, you can create a new folder at the Home level or as a subfolder within an existing folder.

1. Select the location where you want to add the folder. Expand a folder to view additional folders.
   
2. Tap the plus icon.
   
3. Enter the name of the folder.
   
4. Tap  to save the folder name. 
5. Tap  to save the project to the selected folder.

Rename a Folder

To rename a project folder,

1. Tap  next to the folder.
2. From the menu, select Rename.
3. Enter the name of the project.
4. Tap  to save the folder name.

Move a Folder

To move a folder,

1. Tap  next to the folder.
2. From the menu, select Move.
3. Select the location where you want to place the folder.
4. Tap  to move the folder.

Delete a Folder

You can delete a folder and any projects within the folder. If you want to delete only the folder, move the projects first and then delete the folder.

To delete a folder,

1. Tap  next to the folder.
2. From the menu, select Delete.

If the folder contains projects, Uinta warns that deleting the folder will delete all projects permanently. 

1. To continue, select Delete all.

Uinta warns that any Cloud projects will be permanently deleted.

1. To continue, tap Delete all.

Search for a Project

To search for a project,

1. From the Projects screen, tap . 
2. Enter the search criteria.
3. Select the project you want to open.

Sort Projects

To sort the projects within a folder, select the folder and tap in the upper-right corner of the screen. You can sort the folders by name, date updated, and date created.  Tap the arrow next to the sorting criteria to switch between ascending and descending order.

Save a Project to the Cloud

Cloud projects allow multiple users to simultaneously collect data on the same project and access the project from the field or office.

To save a local project to the cloud,

1. From the Projects screen, tapnext to the project and select Push to cloud.
   Uinta confirms that you want to push the project to the cloud.
   
2. Tap Push to cloud. 
3. Specify which users can access the project. (See Manage Project Access.)
   Uinta confirms that the project has been moved to the cloud.
   
4. Tap OK.

Manually Sync a Cloud Project

If a cloud project needs to sync, an up or down arrow with a number displays below the project name. An up arrow and number indicates the number of records you modified since the last cloud sync. A down arrow and number indicates the number of records modified by other users since the last cloud sync. Uinta automatically syncs cloud projects at a regular interval when the device has internet connection.

Windows

To manually sync the cloud projects on a Windows device, make sure the device has internet connection and tap the cloud icon  in the Uinta title bar.

A red triangle  appears next to the cloud icon while the project is in the process of syncing. 

Android and Apple iOS

To manually sync the cloud projects on an Android or Apple iOS device, make sure the device has an internet connection. Tap  in the menu bar, and select Cloud Sync. 

Edit Project Description, Template, or User Access

To edit a project description, change the template on which it is based, or manage user access for a cloud project, 

1. From the Projects screen, tapnext to the project and select Edit Project.
2. Make the desired changes, such as project name, color, or icon.
   
3. To edit the project template, tap Edit Template. (See Edit a Template.)
4. Tap  to save the changes.

Delete a Project

To delete a project,

1. From the Projects screen, tapnext to the project and select Delete. 
   Uinta confirms that you want to delete the project.
   
2. Tap Delete.
3. If it is a cloud project ,
   • Tap Keep in Cloud to delete the project from only the local device. A download icon  appears by the project. You can restore the project at a later time from the cloud.
   • Tap Delete from Cloud to delete from the cloud and your local device.

Download a Cloud Project

To download a project from the cloud,

1. From the Projects screen, tap next to the project.
2. From the menu, select Download. Uinta confirms that you want to download the project.
   
3. Tap Yes.

Back Up a Local Project

A local project is saved to the device on which it was created. To back up a local project and prevent data loss, 

1. Export it.
2. Rename the file to include project name and date.
3. Save the file to a secure location, such as Google Drive, Dropbox, a USB flash drive, or a secure network.

The project is saved in a .db file format, which is a proprietary file format accessible only in Uinta.