Projects and folders are used to organize workspaces in LabKey Server. To create a new project or folder, you must have administrative privileges.

Create a New Project

  • To create a new project, either:
    • Select (Admin) > Site > Create Project, OR
    • Click the Create Project icon at the bottom of the project menu.
  • Enter a Name for your project.
  • If you would like to specify an alternate display title, uncheck the Use name as title box and a new box for entering the display title will appear.
  • Select a Folder Type, and click Next.
  • Choose initial permission settings for the project. You can change these later if necessary. Options:
    • My User Only
    • Copy from Existing Project: Select this option, then choose the project from the pulldown.
    • Click Next.
  • Customize Project Settings if desired (see list below), and click Finish.
  • You will now be on the home page of your new project.

Project Settings

The look and feel, custom menus, and file roots for a project can be set now or you can accept the defaults and customize them later. For details, see Project Settings.

Create a New Folder / Subfolder

  • To add a folder to a project, navigate to where you want the subfolder. There are two options:
    • Use the Create Folder icon at the bottom of the project and folder menu, OR
    • Select (Admin) > Folder > Management and click Create Subfolder to create a new (child) folder of the current location.
  • Provide a Name. By default, the name will also be the folder title.
    • If you would like to specify an alternate title, uncheck the Use name as title box and a new box for entering the title will appear.
  • Select a Folder Type.
  • Select how to determine Users/Permissions in the new folder.
  • Click Finish.

Create a Folder from a Template

You can create a new folder based on an already existing template folder, selecting which objects to copy to the new folder.

  • Use either method above to create a new folder.
  • Provide a Name, and optional alternate title.
  • As Folder Type, select the radio button Create from Template Folder:
    • From the Choose Template Folder pulldown menu, select an existing folder to use as a template.
    • Use checkboxes to select the Folder objects to copy from the template and whether to include subfolders. Note that when using a study folder as a template, the dataset data and specimens are not eligible to be copied to the new folder. To copy datasets and/or specimens, use the study import process.
  • Click Next and complete the rest of the wizard as above.

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