This topic is under construction for the 17.1 release of LabKey Server. For current documentation of this feature, click here. 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. By default, the name will also be the project 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, and click Next.
  • Choose permissions for the project: My User Only, Copy from Existing Project or Configure Later. Click Next.
  • Select Project Settings as desired (see list below), and click Finish.
  • You will now be on the home page of your new project.

Project Settings:

  • Properties
    • Declare inheritance of permissions.
    • Customize the look and feel of the project, including headings, colors, logos, and how to connect with project support.
    • Customize settings used in system emails.
    • Customize default formats for dates and numbers.
  • Resources
    • Customize the logo, icon, and stylesheets used in the project.
  • Menu Bar
  • Folder Settings/Files tab
    • Configure the file root for the project.
    • Configure the data processing pipeline.
  • Permissions
    • Adjust permission settings.
    • Define project groups and site groups.

Create a New Folder / Subfolder

  • To add a folder to a project, navigate to where you want the subfolder. There are two options:
    • Select Admin > Folder > Management and click Create Subfolder to create a new (child) folder.
    • Or use the Create Folder icon at the bottom of the folder menu.
  • 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.

  • To add a folder to a project, select Admin > Folder > Management.
  • Select the parent folder.
  • Click Create Subfolder to create a new (child) folder.
  • Provide a Name, and optional alternate title.
  • Select the "Folder Type" radio button Create from Template Folder which will open new input options:
    • From the dropdown menu, select an existing folder to use as a template.
    • Select the objects you wish 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 copied to the new folder.
    • Click Next.
  • Select how to determine Users/Permissions in the new folder.
  • Click Finish.

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