{"id":57455,"date":"2022-10-21T14:59:26","date_gmt":"2022-10-21T14:59:26","guid":{"rendered":"https:\/\/www.simscale.com\/?page_id=57455"},"modified":"2025-12-30T16:21:00","modified_gmt":"2025-12-30T16:21:00","slug":"dashboard-folders-and-spaces","status":"publish","type":"page","link":"https:\/\/www.simscale.com\/docs\/platform\/dashboard-folders-and-spaces\/","title":{"rendered":"Dashboard"},"content":{"rendered":"\n

Organizing your SimScale content is critical to allowing you and your colleagues to quickly and easily find the correct project while ensuring that only the correct people can access it. This can be done within your SimScale Dashboard. There are two core features of content organization at SimScale: Spaces <\/em>and Folders<\/em>. <\/p>\n\n\n\n

These features allow you to organize your content as well as allow your organization to efficiently manage groups of users and the simulation content they produce and access.<\/p>\n\n\n\n

Introduction<\/h2>\n\n\n\n

An organization is a group of users on the SimScale platform with common goals, typically colleagues at a company. You and the other users will have common goals but will typically work on different internal projects or within different business units or groups. It is therefore important to be able to segregate the simulation content you produce so it is easier to find and possible to restrict access when needed. This can be referred to as space (section or area).<\/p>\n\n\n\n

Dashboard<\/h2>\n\n\n\n

The Dashboard is one of the main environments in the SimScale platform. Users can create new projects, verify their core hour balance, and access projects that have been shared with them from their dashboard.<\/p>\n\n\n\n

Find below an overview of the functions available:<\/p>\n\n\n\n

\"dashboard<\/a>
Figure 1: The dashboard contains methods to organize, sort, search, and create projects.<\/figcaption><\/figure>\n\n\n\n
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  1. Both My Projects<\/em> and Recent Projects<\/em> list the projects owned by the user, Spaces<\/em> that the user is a part of, and the projects shared with the user.<\/li>\n\n\n\n
  2. A link to all the public projects created by any user.<\/li>\n\n\n\n
  3. Within a space, the user can open and edit Folders<\/em>.<\/li>\n\n\n\n
  4. Existing projects are shown in the center of the page.<\/li>\n\n\n\n
  5. Different view modes and sorting options for projects.<\/li>\n\n\n\n
  6. Information panel for selected projects and folders.<\/li>\n\n\n\n
  7. The New Project<\/em> button, on the top-right corner, is used to create new projects from scratch. From here you can also create new Folders.<\/li>\n\n\n\n
  8. Search bar, allowing you to search projects with keywords of interest.<\/li>\n\n\n\n
  9. Panel containing a summary of your core hour<\/a> balance.<\/li>\n\n\n\n
  10. Admin<\/em> permissions, to create and manage spaces, access analytics, organization settings, manage users and invitations. This is available only to the organizational admins.<\/li>\n\n\n\n
  11. Access to tutorials, documentation, forum, managing user account.<\/li>\n\n\n\n
  12. Manage user details, simulation job usage overview, and API keys<\/li>\n<\/ol>\n\n\n\n

    Create New Simulation Project<\/h3>\n\n\n\n

    To create a new simulation project, click the ‘New Project’<\/strong> button on the Dashboard<\/em>. The following dialog box appears:<\/p>\n\n\n

    \n
    \"new<\/a>
    Figure 2: Project creation dialog. Choose whether to make your project publicly accessible to everybody or to keep it private. In order to make your project private, you need to be in a Professional or Professional Trial<\/a> account.<\/figcaption><\/figure>\n<\/div>\n\n\n
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    1. Project Title<\/b>: The project title should contain the name of the type of application you want to analyze as well as the simulation method you want to use, e.g. ‘Heat exchanger – CHT simulation’. This will help other users to understand what you’re trying to simulate.<\/li>\n\n\n\n
    2. Project Description<\/b>: Use the project description box to describe the purpose of your project in more detail. A good project description will make your project rank higher in the SimScale Public Projects Library.<\/li>\n\n\n\n
    3. Project Category<\/b>: The category selection allows you to categorize your project based on industry. Choosing a category will help your project rank higher in the SimScale Public Projects Library.<\/li>\n\n\n\n
    4. Tags<\/b>: Similar to the category selection, adding tags will help your project rank higher in the SimScale Public Projects Library. Tags are not pre-defined and can be chosen freely. A maximum of 12 tags can be added with each containing 3 \u2013 50 characters.<\/li>\n\n\n\n
    5. Advanced Settings<\/b>: In the advanced settings you can choose whether to use SI<\/em> or Imperial<\/em> units to interact with the CAD model that you choose to upload into your project. You can also allow API access<\/a> here.<\/li>\n\n\n\n
    6. Public\/Private Toggle<\/b>: This toggle determines whether your project will be publicly available to everybody or only visible to you. A public project can be seen, copied, and downloaded by any SimScale user. In order to create private projects, you require a Professional<\/em> SimScale account. See Plans & Pricing<\/a> to upgrade or start your Professional<\/em> trial.<\/li>\n<\/ol>\n\n\n\n

      Once the project is created, you’ll automatically be redirected to the SimScale simulation platform i.e. the Workbench.<\/p>\n\n\n\n

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      <\/i>Public vs Private Projects for Paid Users<\/p>\n <\/div>\n

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      By default, professional users cannot create public projects. If you wish to make some of your projects public to the community, an organization admin can allow that within the Settings<\/i> tab of the Dashboard.\r\n

      \r\nNote that if a professional user created public projects before upgrading their account to professional, those projects will remain public until the user sets them to private.<\/p>\n <\/div>\n<\/div>\n\n\n\n

      Managing Projects<\/h3>\n\n\n\n

      The dashboard contains functionalities that allow you to create, open, copy, move, share, edit, and delete projects. By right-clicking on a project of interest, all options are shown:<\/p>\n\n\n

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      \"options<\/a>
      Figure 3: Several options appear by right-clicking on a given project.<\/figcaption><\/figure>\n<\/div>\n\n\n

      Once a project is selected, all editing options are also available on the right-hand side panel:<\/p>\n\n\n\n

      \"editing<\/a>
      Figure 4: After selecting a project, the editing icons are available on the right-hand side panel<\/figcaption><\/figure>\n\n\n\n

      Furthermore, you can also open projects with a double left-click, or by selecting the project and clicking on the top-right icon:<\/p>\n\n\n

      \n
      \"options<\/a>
      Figure 5: Opening a project in Grid View Mode<\/figcaption><\/figure>\n<\/div>\n\n\n

      Sharing Projects<\/h3>\n\n\n\n

      Using the methods shown in figures 3 and 4, a specific project can be shared and the panel looks as follows:<\/p>\n\n\n\n

      \"sharing<\/a>
      Figure 6: Steps to sharing a specific project with a user and the sharing types<\/figcaption><\/figure>\n\n\n\n

      In Figure 6, the left-hand side image shows how to enter the username(s) you wish to share the project with. Then, head to the next step using the \"sharing icon. Now add a sharing type that defines what the user can do with that shared project. Can view, Can copy, <\/em>and Can edit<\/em> are the three sharing types available in SimScale. They define how multiple users can collaborate. <\/p>\n\n\n\n

      Sharing the project can also be done from within the Workbench. This and the different sharing types (view, copy, edit) are explained in the documentation below:<\/p>\n\n\n\n

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      Collaboration<\/a><\/blockquote>