Editing Project Keywords

The article shows you how to add or remove Project Keywords and identify Projects that are missing Keywords

CJ Teeter avatar
Written by CJ Teeter
Updated over a week ago

Your Project Keywords are tags that are used to describe key aspects of your Projects. These may include the city and country your Project is situated in, its size and LEED status as well as its market sector. Ensuring that your projects have a good keyword coverage will make them searchable within your OpenAsset system, and will improve the overall quality of searches.

Finding Projects lacking Keywords

You can quickly identify projects that are missing keywords by navigating to the Project Portfolio page and using the Data menu. This allows you to filter searches by specific information such as keywords.

From the Data menu, select 'Keyword Count' and choose an option from the drop-down menu. This will allow you to filter projects that are lacking keywords overall or from specific keyword categories.

Editing Project Keywords

To add or remove keywords, navigate to the Project Overview page of a Project that you wish to edit and select the 'Keywords' tab.

The Keywords that are currently applied to your project are listed on the left side of the window. They are also highlighted green on the right side of the screen in the available keywords menu.

To add a keyword, select it from the available keywords menu. You can use the search menu to locate a specific keyword. Alternatively, if you have the necessary permissions to create Keywords, then you have two ways of doing this. The first way is to click the + icon next to the relevant Keyword category to add new Keyword(s). Note that after creating a Keyword in this way, you will still need to toggle it on to be applied to the Project. The second way is to add it after searching for a Keyword that doesn't already exist in your Taxonomy. You will have the option to add the search time by clicking on the 'Add new keyword' button. You will then need to choose the Keyword Category it lives in. After creating a Keyword in this way, it will automatically be attached to the Project.

To remove a keyword, select one of the keywords highlighted green.

Tagging/Removing Keywords:

Creating a new Keyword - Option 1:

Creating a new Keyword - Option 2:

Editing the Keywords for Multiple Projects

To edit keywords for multiple Projects, use the arrows to quickly paginate through your filtered or selected Projects without navigating away from the Projects page.

Did this answer your question?