Projects

You will require this information when you would like to create a projects section and populate it with projects. You can see a demonstration of how this functionality can be used here. For examples of where this is currently used by other Haiku websites, see an example here or here.

A step-by-step guide to creating a Project section

1. Navigate to the home page of your website (make sure that you are logged in, and that you have the appropriate editing privileges).

2. Use the 'Add new' menu to add a new 'Section'.

3. Name the section, and save the form.

4. Once you have saved the section, you will be looking at your newly created section.

5. Using the dropdown menu from your account name, in the top right of the page, on the edit bar, select 'Manage features'

6. You will now see a page with a list of available features in a dropdown field, select 'Projects section'
   
   

    

7. Scroll down and click 'Save' - the page will reload, and a notice will appear at the top confirming that the changes have saved, you can now navigate back to the newly created section, to begin adding content.

A step-by-step guide to defining the view of a Projects section

1. Navigate to the Project section, ensuring that you are logged in with the relevant editing rights and click 'Edit' on the edit bar at the top of the page

2. You will see a form with six tabs:

   1.  Content

      1. 'Title' - this is to give the section a title

      2. 'Short title' - this is to define a short title for the item that will show in navigation and define how the URL of the content is constructed

      3. 'Summary' - this is used as a description of what the section contains. This will be used in item listings and search results, as well as being displayed at the top of the section in certain display views

   2.  'Settings'

      1. 'Exclude from navigation' - if selected, this item will not appear in the navigation tree

      2. 'Hide the title' - if selected, the title will not be shown at the top of the page.

      3. 'Dropdown navigation' - if you are using the section for the top-level navigation on your Haiku site, you can use this field to define which items of content within the section are listed in a dropdown menu from the section tab. To show items, move them from the left box to the right box. You can also reorder them using the up and down arrow. Note: Make sure you select items before moving them across or up and down.

   3. 'Section'

   4. 'Media' - the documentation for the 'Media' functionality can be seen here

   5. 'Categorization'

      1. 'Categories' - use this field to add categories to the section for it to be reused across your Haiku site. You will first need to add the categories that you want to use in the Taxonomy. You can see the documentation for the Taxonomy here.

      2. 'Type' - use this field to add a type to the section for it to be reused across your Haiku site. You will first need to add the types that you want to use in the Taxonomy. You can see the documentation for the Taxonomy here.

   6. 'View'

      1. 'Projects path' - Select path projects are looking in. By default, projects are taken from the current section only. Enter '/' for site-wide searching.

      2. 'Fields' - choose which fields you would like to show in the projects listing table. If none of the fields is selected, all fields are visible in the table.

      3. 'Phases' - use this field to define which projects show by the phase that they are tagged with. If none of the phases selected, all phases are visible in the table.

      4. 'Select visible projects categories' - use this field to define which projects show by the categories that they are tagged with. If none of the categories is selected, all categories are visible in the table.

      5. 'Select visible projects types' - use this field to define which projects show by the types that they are tagged with. If none of the types is selected, all types are visible in the table.

      6. 'Sorting by' - use this field to define which attribute of the projects you would like to sort the table with.

      7. 'Sorting order' - use this field to define the order that the projects are in within the table.

3. Don't forget to save your changes.

Step-by-step guide for adding a Project

1. Navigate to the section where you would like to add the project.

2. At the top of the page, use the 'Add new' drop-down and select 'Project'
   
   

3. You will then be taken to the edit form, where you can add content to the project page. 

4. There are four tabs on the project edit form

   1. Content

      1. 'Title' - this is to give the project a title

      2. 'Short title' - this is to define a short title for the item that will show in navigation and define how the URL of the content is constructed

      3. 'Summary' - this is used as a short description of what the project is. This will be used in item listings and search results, as well as being displayed at the top of the project page.

      4. 'Text' - enter the body text into the 'Text' box. You can then use the formatting options to present the text as you would like to, adding images, and other media as well, to create a well-structured project page.

      5. ‘Project No.’ - free text field to provide an ID number for the project. Projects listing can be sorted by the value in this field.

      6. ‘Team’ - use this field to select the team members relating to the project. Note: you are able to define whether all of the team members related to the project display in the listing table, or if only one of them (e.g. the project lead). If you use this setting (defined in subsequent steps), then the team member listed a the top will be the one listed on the table.

      7. ‘Funding round’ - select from your predefined funding round options. You are able to change the terminology of ‘Funding round’ in the project's configuration (defined in subsequent steps). The ‘Funding round’ can be used to break down the projects into multiple tables for on the listing. You could use it as ‘Year’ for example and group the projects by year in individual tables.

5. 'Settings'

   1. 'Exclude from navigation' - if selected, this item will not appear in the navigation tree

6. 'Media' - the documentation for the 'Media' functionality can be seen here

7. 'Categorization'

   1. 'Categories' - use this field to add categories to the section for it to be reused across your Haiku site. You will first need to add the categories that you want to use in the Taxonomy. You can see the documentation for the Taxonomy here.

   2. 'Type' - use this field to add a type to the section for it to be reused across your Haiku site. You will first need to add the types that you want to use in the Taxonomy. You can see the documentation for the Taxonomy here.

8. ‘Dates’

   1. 'Start date' - use this field to enter the start date of the project. This is not mandatory. If it is supplied it can be used for filtering and sorting in the projects listing.

   2. ‘End date’ - use this field to enter the end date of the project. This is not mandatory. If it is supplied it can be used for filtering and sorting in the projects listing.

9. Don't forget to save your changes.

A step-by-step guide to configuring the Projects content type

The projects content type can be used in different ways. With this in mind, some parts of the content type are configurable on a per-website basis. Follow the steps below to configure the projects content type on your website.

1. Navigate to the ‘Site setup’. You will need to have ‘Site administrator’ access.

2. Select the ‘Haiku projects’ option

3. You will be taken to the edit form with the following options:

   1. ‘Team label’ - this is the title that will be used for the team on the projects listing and detail pages.

   2. ‘Dates label’ - this title will appear on the individual project pages, before the dates e.g. ‘Project running time’

   3. ‘Phase label’ - this is the title that will appear in front of the Phase on the project detail page.

   4. ‘Phases’ - define the phases you wish to tag the projects with. One phase per line. These can be used to break the projects down into multiple tables e.g. instead of phases you could use ‘Year of entry’

   5. ‘Project detail page team listing style’ - this field allows you to choose where on the project detail page the team will display.

   6. ‘Show all people associated with the project on the projects listing table?’ - ff you select to show all people associated with the project on the projects listing table, this will list all of the names separated by a comma. If left unchecked, the table will only show the first listed team member related to the project in the table, and all team members on the project detail page.

4. Don't forget to save your changes.

Related articles