Projects

Use projects to track license usage by project and allocate licensing costs accurately. Users select a project in Personal Dashboard of Workstation Agent before launching an application to capture usage data.

Prerequisites

• Agent Activity Manager: Install Workstation Agent on all target machines.
• Directory Sync (optional): - To create projects based on Active Directory organizational units.
• Projects: Activate this service.

Configure projects

1. Open Projects service from Home Page.
2. Configure these settings to show projects in your Personal Dashboard:

Project usage settings

• Minimal usage duration: Set minimum duration to capture project usage data. Shorter sessions merge with next session.

Workstation Agent behavior settings

• Use OpenLM's projects: Enable to use OpenLM-managed projects.
• Display active project at license retrieval: Prompt users to select a project when launching an application.
• Display active project periodically: Prompt users to select a project at set intervals.
• Show "Set Active Project" in Personal Dashboard: Allow users to select a project in Personal Dashboard.
• Show "Create New Project" in Personal Dashboard: Allow users to create a new project in Personal Dashboard.
• Show unassigned projects: Display all created projects in Personal Dashboard, even if they are not assigned to a user.

Environment variable support

• Activate to set a project automatically using a system environment variable.
• Environment variable name: For example, LM_PROJECT. Use this to set a project name automatically.
• Add unknown projects: Automatically create a project if specified project name does not exist in Projects.

Manage projects

Project let's you:

• Add, remove, activate, or deactivate projects.
• Use tabular or tree view to organize parent and child projects.
• Search by project date range, filter columns, and export or import data.

Add a project

• You can add descriptions for internal reference.
• Only project name and parent project are used for processing.
• Start and end dates affect project visibility in Personal Dashboard. Expired projects do not appear in the list.

Assign users to projects

Assign users to projects so they appear in Personal Dashboard.

• Add or remove users and view deactivated users.
• Set a default project for users.
• Ensure you have at least 1 user in User and Groups.

Assign groups to projects

Assign groups to projects so they appear in Personal Dashboard.

• Add or remove groups and view deactivated groups.
• Set a default project for groups.
• Ensure you have at least 1 group in User and Groups..

Using projects in Personal Dashboard

Users must select a project before launching an application. They can also create new projects directly in Personal Dashboard.

Automate project creation with Directory Sync

You can automatically create projects using Directory Sync service.

Manage project views from Agents Hub

Control project visibility using Agents Hub service.

Reporting

Project usage data appears in your BI tool only.