The Project Module in Triark Cloud is the top-level organizer for your work. Projects act as containers where you manage:

• Technical documentation
• Product information
• Teams and responsibilities
• Templates and folder structures

A project is where everything comes together, helping you track, manage, and control your processes from start to finish.

🧰 What Can You Use the Project Module For?

• Create and manage projects across multiple customers or departments
• Assign categories and statuses to organize your projects
• Link documents, products, and workflows to each project
• Define folder and WBS templates for consistent project setup
• Control project-level security and access

🔄 How Does It Work?

Each project includes key information:

• Project Number and Name
• Category (e.g., Customer Project, Internal Development)
• Status (e.g., In Progress, Done, Offline)
• Folder Structure (optional)
• WBS (Work Breakdown Structure) (optional)
• Zone Structure (optional)
• Responsible Persons or Companies

Projects act as the core connection point for all related data in Triark Cloud.

🗺️ Example Use Case: Engineering Project Management

An engineering company might use the Project Module to:

• Create a new customer project for a product delivery
• Use templates to automatically set up the folder structure and WBS
• Assign team members to the project
• Link all relevant drawings, lists, and instructions to the project
• Track the project’s status from In Progress to Done
• Ensure the entire team has access to the correct project data in one place

❓ FAQ

Q: Is the Project Module required to use the Document Module?
Yes, all documents must be linked to a Project for organization and traceability.

Q: Can I manage both customer and internal projects?
Yes, use categories to classify projects as customer-related, internal, testing, or other types.

Q: Can I change a project’s structure after creation?
You can edit project details, change categories, and update teams at any time, but some structural elements may be locked if connected data exists.

Q: Does a project include the documents automatically?
Documents must be linked to the project manually or via templates during creation or duplication.

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