Projects
Written By Clayton Combe
Last updated 3 months ago
Overview
Projects are the broadest organizational items in Scenario.
Video transcript
Video transcript
hey this is clay with scenario and we're going to talk about projects so uh if you have upgraded past the free demo tier then you are going to be able to go to the project screen project view uh you'll see that your profile button has disappeared from here and now when you click this you have some additional options uh you can duplicate the diagram you can save its image or you can close the diagram so if you click close the diagram or if you want to go FAS if you just drag down from the toolbar here it's going to take you to the projects view so you can see that when you start off you're just going to have one demo project and that comes by default with one demo list which you can access from the demo diagram and your demo diagram here but now you can add more diagrams if you want to by clicking more diagram or you can add a whole new project um again pressing in holding or double clicking on something will let you rename it and uh when you create a project it comes with a diagram not necessarily a list if you want to create a list add a new list so we'll get more into list in a different video um when you have a project here you can't delete uh or archive the demo project um but with a project you can delete it so I'm just going to delete that and uh then you see you know maybe if I decide I didn't want to delete it I can just undo that um the one thing you can't undo is creating a project but yeah so in a project you have info this is where you can do more you can do more um customization you can set the project dates um you have a few different options here you have a single multiple or range so if it's single obviously you're just going to be setting a single date here uh if you want to do multiple that will actually allow you to multi- select some dates like that or if you want to do a range it'll have you starting uh setting beginning and ending and then choosing those genre is completely optional well so are dates really dates are optional you don't have to use them but they will show up over here if you do genres um just pick among any of these this will help you later if uh you want to sort or a filter by genre um and then for notes you can just add as many any notes here as you want it's completely up to you for your crew you can add departments and positions so with departments let's say we want to call this the electric department and then within the positions you would have gaffer you would have best boy and let's say we also have an electric if I can type you could also see that when I was typing it's going to show me anything I've used already so you don't have to type out long ones if you don't want to um now once you have these positions here uh you can see you can set specific dates for them if they're different from the dates of the project uh you know maybe sometimes you have to have some filling in that type of thing um and you can reorder these if you want to um it's up to you you'll also notice that if I were to make a duplicate of this project everything here would get copied over so we have a list a diagram we have an electric department and we have some stuff here let's say this is a music video and um if I then go to duplicate this we're going to have test copy all it's going to do is add copy to the name the rest of it is going to be all the same now what's helpful here when you're getting when you're getting into what you actually have made uh let's just do an example of show music video here so now only these two are showing because uh because the demo project was not a music video now what's helpful is uh you can actually copy this stuff so if I wanted to copy this what that's going to do is it's just going to copy it into the clipboard of my app and what I can do at that point is paste it anywhere I want to let's say I want to paste it into some notes and now I just have this you can see pasted all those things and then if I wanted to paste it into and I can do the same thing with crew my point here if I go to my crew I can copy the crew and I can paste it into here you can see I don't have anything here yet so now if I want to actually add crew this is where it gets fun so first and foremost I can just type somebody in say this is test crew and that's really all I need um is a is is test crew uh I'll add that crew member now that crew member is added but you saw there was something else down there as a reminder this is the test user that's the name of this scenario account and what I've done is I've allowed other users to add me me to their projects what this means is that if I wanted to first of all let's try something here let's do test crew this is going to look for anybody that is on that's been used here or is discoverable so let's actually make test crew this crew member and up here let's add myself and make myself test user uh so let's remove that crew member and ADD test user so now I am actually the gaffer of this project and if there were other scenario users who have accounts who uh who have allowed people to find them you would be able to add them here to uh to your crew and this project if they have the right subscription this project will show up for them it will only show them the info for now um but it will show up in their list of projects so those are the basics of how projects work uh and uh have fun with them
Projects are only visible with a paid subscription
Scenario Starter allows you to create unlimited Projects
See Scenario account for more info
Projects have properties:
Name
Dates
Genres
Notes
Projects can be shared with other Scenario accounts
Use Keyboard Shortcuts to speed up your work
Managing Projects
Projects can be found in the “home” view of Scenario.

Use the filters and search features to find any Project.
Status - filters Projects by different criteria
Active (default) - Projects that are not Archived
Future - end date is in the future
My Projects - created by you
Shared with me - not created by you
Archived - Projects that you have Archived
All Projects - no filters
Deleted - items deleted within the last 14 days
Sort by - determine the order Projects are displayed
Name - alphabetical with A at the top
Start date - later dates at the top
Last edited (default) - edited most recently at the top
Genres - choose multiple of all genres that are in use by your Projects
Name - type to filter Projects by name
The bottom toolbar contains these functions:
New Project → creates a new blank Project with one Diagram
Duplicate → creates an exact copy of the selected Project and all its contents
Archive → removes your Project from the “Active” status
Unarchive → moves your Project back to “Active” status
Note: archived Projects will not be deleted
Delete → delete the selected Project
Note: you cannot delete the Demo Project from your account, but you can Archive it
Undo/Redo → undo and redo changes to Projects
You cannot undo creating a Project, List, or Diagram, because it may contain other items. You must delete it instead.
Info
The Info tab displays basic information about your Project

Name - the displayed name
Dates - the dates your Project runs
Genre - what kind of Project this is (useful for organization and filtering)
Notes - freeform text notes about your Project
Copy Info → copies the above, as text, to your device’s clipboard (for sharing)
Project calendar sync
Your Project dates can be synced to connected Google or iCloud calendars.
Any Projects that have dates assigned will appear on your calendar, and stay updated when you make changes
Changes usually sync within a few seconds, but may take longer with poor network connection or page caching (refreshing the calendar sometimes helps)
Google Calendar
Video transcript
Video transcript
This is how to connect your scenario projects to your Google calendar because you're going to see this connect calendar button here. Now you can click on that directly and it's going to take you right there. You can also open your account and uh and go to connect. So the first step here is going to be to connect a Google account. I already have one connected here. You can connect a new one. whichever one you want to uh use to show events in your calendar. And then you're just going to turn on sync projects to calendar. So, I'm going to hit this and it's going to take me to Google where I'm going to give it an additional permission. I'm going to allow that. And when it comes back to scenario, it's going to tell me that the Google calendar is connected. So, now I can see that if I go to connect, uh this is on and it tells me what that calendar name is going to be. Now, when I go over to my calendar, sometimes you'll have to refresh it and you're going to see this new scenario calendar. And you can already see that because I have this project there with dates, that project shows up as all day events. Now, if I go change those dates or if I just turn off that project, it's going to keep it updated. So, let's say it extends a day. So, now it's the 10th through 14th. You see that's uploading to the cloud. And if I go to the calendar now, it goes all the way through the 14th. Now, I can do things to this. I can change its name. I can add new events to this calendar. Those changes are not going to go backwards into scenario. Um, they're just going to be here in your calendar. But any changes you make to scenario project dates are going to show up in your calendar. Uh, the other thing that you can do, you can turn off individual projects just by doing that. And then if you go and turn off the entire project sync, then that is going to remove those events from your calendar. In fact, it's going to remove that whole calendar from your calendar. And uh you'll just have to confirm that before you do it. You can always turn it back on. It will just resync based on the project data that it has. But that is how calendar sync works.
If you have a connected Google account (see Scenario account), you can sync your Projects to your Google Calendar.
Go to Account > Connect and enable the option to “Sync Projects to calendar”
Customize the calendar name, if you want
Disabling sync will remove all synced Project events from the calendar, as well as the “Scenario” calendar (and any events that were added manually)


iCloud Calendar
Video transcript
Video transcript
To connect to iCloud calendar, go to your account, go to the connect, and if you've signed in with an Apple account, you'll see this sync projects to calendar switch. Now, if you haven't connected with an Apple account and your account uses a different email, you can still connect with an Apple account here. Um, so you can have kind of your main account email and your Apple account. So you turn this on and it's going to give you these instructions. You go to appleid.apple.com sign in and you'll select app specific passwords. So here we are on our Apple account site and go down to app specific passwords and we're going to generate one. Call this scenario that makes sense. We'll create it and enter that password. And now we have our app specific password. Now, this is only for me. I'm going to revoke it after we're done with this. But now that we have that, we got to copy it now. We have to copy it right then and then go paste it right here. And that's it. It's connected. Give that a second. There we go. So now we're syncing projects to calendar. It's going to create it in a calendar name called scenario. You can change it here if you want. And so what we can see is that now if we set dates these let's say it's going to be these range dates those dates right there. So now that is synced to calendar. You can turn each one off if you want. But if you go to your iCloud calendar now you see it shows up right here. And you can see if we change the name, everything stays synced up. And that's how you do it.
If you have a connected Apple account (see Scenario account), you can sync your Projects to your iCloud Calendar.
Go to Account > Connect and enable the option to “Sync Projects to calendar”
This will require you to go to appleid.apple.com and generate an app-specific password
Make sure you copy and paste it right away, because you can only see it once!
Customize the calendar name
Like Google, disabling sync will remove all synced Project events from the calendar

Toggle for individual Projects
Individual Project “sync to calendar” can be toggled off or on at any time, using the switch in Project Info.
Projects that others have shared with you will also sync
Each shared user has their own toggle to sync or not, because not everyone has a calendar connected

Diagrams & Lists
The Diagrams & Lists tab shows the items that belong to the Project. For more information on managing them, see Diagrams and Lists.
You can also add Folders to organize larger Projects.
Drag Diagrams and Lists into Folders
Sort Folders by Name (alphabetically) or Manual, which allows you to drag them into the order you prefer
A Folder must be collapsed to drag it and re-order
Navigate items in your Project using the
upanddownarrow keysUse the
rightarrow key to expand a Folder, andleftarrow to collapse itHold
OptionorAltandrightorleftarrow to expand or collapse all Folders in the Project

Crew
The Crew tab contains the people who will be working on the Project. For more info, see Crew.

Deleted items
When you delete a Project or any of its contents, this is not permanently removed, it’s “sent to the trash.” There are a couple ways to get it back:
“Undo” deleting the item right after you do it
Go to Projects view and change the status to Deleted, to see all the items you deleted in the past 14 days

In the “deleted” view, select the item you’d like to recover, select it, and choose “Restore”
This will place the item back where it was originally (within its parent Project, if applicable)
Restoring a Folder will restore all of its contents, unless they were already removed by:
Deleting the folder without its contents
Restoring the Folder’s contents without the Folder
You cannot restore items that are inside a deleted Project (you must restore the whole Project)
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