Managing Projects

iRise projects form the basis of almost everything you do in iRise, whether you are building a simulation, assembling a reusable asset library, or administering an iRise Definition Center. A project contains all of the functional elements you will need to create a simulation: pages, data, requirements, scenarios, masters, templates, styles and more.

In this tutorial, we’ll cover the most common project management tasks you will perform in iRise, including the creation of new projects, maintaining your local project repository, backing up projects, and reusing assets across projects. You will also learn some useful tips for organizing the content within your projects.

Watch a Video

This video touches on many of the concepts we’ll cover in this tutorial:

Creating a new project

There are three ways to create new iRise projects:

Creating blank projects in Studio

To create a new blank project in Studio, do either of the following:

Using the first method, you will be prompted to provide a name and location for the new project, and the project will open in Studio after you have created it.

Use the second method if you want to create the new project without opening it for editing. This approach can be used if you want to create a set of related projects along with their folder hierarchy either in your local repository (Private Projects) or on a Definition Center. You can open the Organizer panel from the File menu or by pressing Ctrl-M on your keyboard (Command-M on a Mac).

Importing an iDoc to create a new project

There are many situations that call for the creation of a project from an iDoc. Here are a few:

To create a project from an iDoc and open it in Studio for editing, follow these steps:

  1. Choose File > New > Project from iDoc from the main menu. The Select an iDoc dialog box appears.
  2. Browse for the iDoc file and click Open. The New Project dialog box appears.
  3. Choose a location and provide a name for the new project.
  4. Click Create.

To create a project from an iDoc on a Definition Center, follow these steps:

  1. On the Projects page, select or create the destination folder for the imported project.
  2. Choose More Actions > Import iDoc. The Import iDoc dialog box appears.
  3. Browse for the iDoc and provide a name for the new project in the Import As field.
  4. Click OK.

Tip

The Organizer panel can be used to create new projects from iDocs both in Studio and on a Definition Center. Similar to creating new blank projects, use this approach if you want to create one or more projects without opening them for editing.

The Organizer panel

Organizer panelWhether you are simply reorganizing your project repository or creating new projects from old ones, the ability to move, copy and delete projects in iRise is an important one. For Studio users, the most useful tool for completing these tasks is the Organizer panel.

The Organizer panel enables you to create, copy, move and delete projects, as well as exporting iDocs. If you are using a Definition Center, it also serves as an interface between it and your local repository, providing the ability to upload projects, check them out for offline editing, and organize your projects on the Definition Center.

Reusing assets across projects

Anything you build within one iRise project can easily be reused in another project. With some planning, you can assemble libraries of reusable assets (in the form of iRise projects) that dramatically speed up the process of building new simulations.

We’ll cover the details about reusable components in a later tutorial. For now, let’s take a look at the mechanics of importing iRise assets into a project, which are really quite simple.

There are two methods of getting assets from one iRise project into another: importing and copy/paste. Which one you use is really a matter of preference.

Importing assets from another iRise project

You can import assets either from another project or from an iDoc, the process for which is nearly identical. With the target project open in Studio, simply choose File > Import > From another Project or From an iDoc. After selecting the desired project or iDoc, the Import Chapters into Current Project dialog box will give you the option of importing the entire project or only the components you specify. The imported content will be added to your Directory panel in a new folder named after the project from which they were imported.

Copying and pasting assets from another project

Although copying and pasting content from one project to another might seem inelegant, it can actually be slightly more efficient than importing if you are pulling a single asset only into your current project. To use this approach, open the project that contains the desired asset, right-click the asset’s name in the Directory panel, and choose Copy. Then switch to the target project (the File menu’s recent projects list comes in handy for this), right-click in the Directory panel where you want the new asset to appear, and choose Paste. The pasted asset is now available in your Directory for editing.

Note that this can only be done at the chapter level (e.g., Pages, Masters, etc.) and not at the widget level. You also need to be aware of how referenced content (e.g., a Master contained in an imported Page) and naming conflicts are handled by Studio. For details on both of these considerations, please see the relevant topics in the iRise Help System.

Project management best practices

Every organization has different needs based on the infrastructure and processes they already have in place. At the individual user level, however, there is much to be said regarding methods for ensuring a seamless, productive environment for managing iRise projects. Here are some of our top recommendations for making this happen.