Overview
Build a reusable project taxonomy and use core-type schemas to capture consistent project-specific metadata.
Prerequisites
- categories.manage permission
- A project core type selected for attribute entry
Permissions required
Steps (4)
-
1
Open Categories
Go to ProjectBoard → Categories to review and manage workspace project taxonomy.
Tips
Validation
Success criteria
-
2
Create and organize categories
Add the category records used to group projects in the workspace.
Tips
Validation
- The category appears in the taxonomy and can be associated with projects.
Success criteria
-
3
Associate categories with projects
Attach one or more categories to relevant project records.
Tips
Validation
Success criteria
-
4
Populate structured attributes
Open Project Attributes and fill values defined by the selected core-type schema, including supported string, text, number, boolean, date, enum, object, file, image and video values.
Tips
Validation
Success criteria
- Project detail and capability responses expose the saved structured attributes.
About this guide
ProjectBoard gives each workspace a structured source of truth for project content. Create project records with categories, locations, dates, visibility, type-specific attributes, cover media, galleries and supporting files.
Create rich project updates with summaries, categories, period tags, attachments and visibility controls. Publish immediately or schedule updates through the built-in publishing queue, then present published content through configurable public update pages with versioned templates.
ProjectBoard includes project and update analytics, activity history, media management, integration administration, Bridge credentials, ContextResolver capabilities and event publication. Authorized workspace apps can consume canonical project and update operations through Handler or RCP, while external systems can use Velaxe HMAC Bridge v2 with operation, IP, replay, timestamp and rate controls.