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Projects - Saving and Editing

How save and access projects and how to share your project.

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Written by Support
Updated over 5 months ago

Projects keep track of the work and modelling you do within REMPLAN Economy or Community. REMPLAN always creates an empty project for you when REMPLAN Economy or Community starts. You can load, save and start a new project at any time.

Saving Projects

  1. Click on the save project icon

    • Navigate to the top right-hand corner of the software and click on the floppy disk icon.

  2. This will bring up a pop-up dialogue box where you give the project name and select your desired ‘Sharing’ settings.

    • Private - You can choose to keep the project private which means only your REMPLAN login will see this saved project

    • Shared with my organisation – other REMPLAN users within your organisation can see and open the project but not edit the project.

    • Allow others to update this project – other REMPLAN users within your organisation can edit the project.

  3. Then click ‘Save’.

Accessing Saved Projects: Step-By-Step Process

All saved projects are located in the ‘Projects’ tab along the grey ribbon of the software. To access a saved project, you have to:

  1. Click on the ‘Projects’ tab at the top of the screen

  2. Navigate to the project of interest and click on the down arrow

  3. Select ‘Open’ to view the project

Selecting the pencil and arrow icon of a project will open the details and sharing status of that project. You can select ‘Sharing’ to change the sharing options. You can also delete the project by selecting ‘Delete’.

You can filter your saved projects using the options in the top-right hand corner:

  • My Projects Only – view only projects saved by you

  • ↓ A/B – Sort projects alphabetically

Editing a Saved Projects: Step-By-Step Process

To edit a saved project, you have to:

  1. Open your existing project and make the appropriate changes

  2. Select the floppy disk icon again

  3. You will be prompted with a slightly different dialog box where you have two options:

    • Overwrite existing project with your change

    • Save Project with another name

  4. You can then also adjust your sharing options

  5. Select ‘Save’ to complete

Sharing Your Saved Project: Step-By-Step Process

To share your project with colleagues who have a REMPLAN login or with the REMPLAN team, a Share hyperlink must be generated.

  1. Select the ‘Share’ Icon

    • Navigate to the top right-hand corner of the software and click the three-pronged icon.

  2. Copy the Hyperlink

    • This will generate a hyperlink which captures the software exactly how you are viewing it.

    • The hyperlink can be copied using the copy button and then pasted into Teams or an email.

    • Copy out the link, the link will never expire.

  3. You can then paste this link and send it to colleagues with a REMPLAN login or the REMPLAN team for support.

  4. Once you have finished, you can click the ‘OK button to close the dialogue box.

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