Standard View

This view provides access to features for performing all project maintenance operations. The left panel displays project information in a Project Tree, with the Project Members, Demographics, and Respondents. While in Standard View, the main menu is supplemented with three additional submenus that provide functionality depending on the selected item in the project tree or in the context-specific panel on the right.

 

Opening Standard View

Standard View is the default view and comes up automatically when a project is opened if no other views are already open. Standard View can be invoked manually by selecting Open View/Standard from the main menu.

 

 

The following functions may be performed in Standard View:

 

Add a Project Member to the project

Choose Insert/Project Member from the main menu, or with Project Members highlighted in the Project Tree, either right-click and choose New, or press the Insert key.

 

Remove a Project Member member from the project

Select the Project Member you want to delete, then choose Delete/Project Member from the main menu. Note that a Project Member cannot be deleted until any Respondents assigned to it are reassigned to other Project Members.

 

Add a Demographic

Choose Insert/Demographic from the main menu, or with Demographics highlighted in the Project Tree, either right-click and choose New, or press the Insert key.

 

Delete a Demographic

Select the Demographic you want to delete, then choose Delete/Demographic from the main menu. Demographics.

 

Edit a Demographic

With the Demographics node in the Project Tree selected, double-click the Demographic in the Demographic List. Alternatively, double-click the Demographic in the Project Tree.

 

Normalize a Demographic Value

This is useful when a Demographic has more than one value with the same meaning (e.g., VP and Vice President). With the Demographics node selected in the Project Tree, right-click the Demographic Value you want to modify in the Demographic Values List, then choose from the available options.

 

 

Add a Respondent

Choose Insert/Respondent from the main menu

 

Edit a Respondent

With the Respondents node selected in the Project Tree. Double-click the Respondent in the Respondents List. Alternatively, double-click the Respondent's name in the Project Tree. In addition, a Demographic value for an Respondent can be updated by dragging the replacement value onto the Respondent in the Project Tree. Also, a different Project Member can be assigned to a Respondent either by dragging the Respondent onto the Project Member or by dragging the Project Member onto the Respondent.

 

 

Delete a Respondent

Select the Respondent you want to delete, then choose Delete/Respondent from the main menu.

 

 

Add a Comment

Choose Insert/Comment from the main menu

 

Edit a Comment

Enabled by double-clicking a comment in the right panel when an Respondent is selected in the project tree. Once a comment is selected in the right panel, it can also be edited in place in the content editor at the bottom of the list of comments.

 

Delete a Comment

Available when a Respondent is selected in the project tree and a comment belonging to the Respondent is selected in the right panel.