Miradi Project Pages

Miradi Project navigation has been streamlined to provide easier access project content. In the below sitemap, sections and pages in bold, green text are new, renamed, or moved in the new navigation structure.

NEW Project-level navigation

Changes to project navigation include:

• Under PROJECT OVERVIEW, the Members page is now named People & Groups, and the Timeline page is now named Miradi Project Versions. Learn more about People & Groups in projects.
• The former ACTIONS section is now called WORK PLANNING. The People page is now called Team & Partners. Learn more about changes in the WORK PLANNING section.
• The PROGRESS TRACKING section now includes a separate Project progress page.
• The REPORTS & DATA section is new. It includes a brand new Dashboard page, and it brings together pages that used to be spread across multiple sections. Learn more about project-level REPORTS & DATA.
  • • Classifications are no longer in the main menu and are now included under REPORTS & DATA.
• The old REPORT MANAGEMENT section is now called PROJECT ADMIN. It is still only accessible to people with Project Editor access or higher, and it brings together all tools related to managing people and how data is displayed (access, project versions, highlights, etc.). Learn more about the PROJECT ADMIN section.

View all People & Groups in one place

Everyone associated with your Miradi conservation project can now be found under PROJECT OVERVIEW / People & Groups. This includes Miradi users with access to the Miradi project, as well as people and groups who are part of the broader conservation project, including project resources and partners. To learn more about managing Miradi access and people and groups, see Project Admin Tools.

Navigate to PROJECT OVERVIEW / People & Groups to find all of the people who are associated with the Miradi project. This new People & Groups page brings together the old Members page (now Miradi Access) and the old People page (now Team & Partners).

1. For general help on how to use the project-level People & Groups page, select the Help Text icon "?" next to the page heading.
2. The Miradi Access panel lists those people with Miradi accounts who have access to the project as Miradi Viewers, Editors, Managers, etc. People with Project Editor access can manage this list by clicking the "MANAGE MIRADI ACCESS" link to access the Project Admin tools.
3. The Team & Partners panel lists all the people and groups who have been added to the project as project resources or as project partners. This list is unrelated to Miradi access. People with Project Editor access can manage this list by clicking the "MANAGE TEAM & PARTNERS" link to access the Project Admin tools.

Team & Partners information is also available under the new WORK PLANNING section. People with Project Editor access can add people and groups using the "+ ADD PERSON" button, and edit the information in the table. Select the Help Text icon "?" next to Team & Partners for more help on working in this page.

Plan actions and timeframes in Work Planning

Within Miradi projects, all action planning tools can now be found in a new WORK PLANNING section.

• On the Actions page, toggle between the action properties tree and the Action Chart.
• View the Timeframes page to view the action timeframe chart and edit action timeframes. (Note: To set action timeframes, project-level timeframes must first be defined in the Overview section.)
• Use the Team & Partners page to view and manage all people, groups and organizations associated with the project.
• Visit the Strategy Effectiveness page to view, edit and export strategy ratings. Learn more about Strategy Effectiveness Ratings.

Project timeframes: Project Dates and Work Plan Dates

The Project Dates and the Work Plan Dates can be viewed and edited under PROJECT OVERVIEW / Summary. These dates must be defined before any action timeframes can be defined.

Access all Reports & Data Views in one place

A new REPORTS & DATA section provides a variety of views for working with and exporting data in different ways.

• A new, more comprehensive Dashboard provides a quick view of key project metrics and provides links to the relevant data views. These dashboard charts are not yet customizable.
• Project level Highlights have not changed: Highlights provide quick access to project portfolios and priority custom data views and the Action Chart summarizes project and strategy progress across all projects in the Miradi program space.
• A new Data Views page provides direct access to all standard and custom data views. Note that Data Views are also still available from the “shortcut” list at the top right of the Miradi program space.
• A new Report Document Export page provides a list of all the report document templates available to the project. People with access to view project content can run project-level reports directly from this page.
• The Factors page (formerly under PROJECT OVERVIEW) provides a table of all factors within the Miradi project. Project editors can edit basic factor information in this view.
• The Classifications page (formerly in the top-level menu) has been redesigned to provide easier access to all types of classifications from a dropdown menu. Project editors can assign and edit classifications in this view.

Project Admin Tools

Any pages related to managing users and how data is displayed (access, project versions, highlights, portfolios etc.) are now found in the PROJECT ADMIN sections. (This section was formerly called Report Management.) These sections are only accessible to Miradi users with appropriate permissions:

NOTE: At the project level, the PROJECT ADMIN section is accessible only to Project Editors, Project Managers and Project Owners.

The pages within the PROJECT ADMIN section support managing access to and display of project-level data:

• Miradi Project Version: (formerly Timeline) Manage project versions, snapshots, and set the project publish status (Active, Draft, etc).
• Miradi Access: (formerly Members) Manage Miradi user access to the project and the overall projects access (Team, Public, etc).
• Team & Partners: (formerly People) Manage project resources, teams, and partners.
• Highlights: Create and manage sets of custom data views for quick access on the REPORTS & DATA / Highlights page.
• Custom Data Views: Manage all custom data views visible to all project viewers on the REPORTS & DATA / Custom Data Views page.