Manage Organization Shared Data Sets

Home > selected Organization > menu or right-click > Settings > General > Shared Data Sets
Project > Settings
drop-down > Organization Settings > General > Shared Data Sets

Users with the needed permission can view the Shared Data Sets that have been made available to the Projects in an Organization..

On the Imports Summary tab in a Project, you can use the Share option to share a Data Set. This Project is then referred to as the originating Project of the Shared Data Set, and other Projects can make use of it by attaching to it.

On the Project Dashboard, the Imports section of the Navigation Tree uses the following icons to identify shared and nonshared data sets:

To add a Shared Data Set originated by another Project, you can use the Imports > Add Shared Data Set option in your Project; for more information, see Add a Shared Data Set. To learn about all of the many right-click options available for Data Sets in the Imports section, see View and Manage Imports.

Note: Before you can delete a Shared Data Set, you must unshare it using Unshare option to return it to unshared status. Only members of the originating Project can unshare a Shared Data Set, and they can do this only if no other Projects are attached.

Shared Data Sets Summary

  • Data Set Name – The name of the Shared Data Set, if one has been provided.
  • Data Set Description – The description of the Shared Data Set.
  • Originating Project Name – The name of the Project that originally shared the Data Set. If the originating Project is listed as organizationdefault, the Shared Data Set no longer has an originating Project (most likely because it was deleted) and instead belongs to the Organization and is available to all Projects in it. You can use the Edit option to change the originating Project of a Shared Data Set to another Project within the Organization, which you may want to do before deleting the Shared Data Set's originating Project, which would delete its Shared Data Sets.
  • Originating Project Description – The description of the Project that originally shared the Data Set, if one was provided.
  • Attached Project Name – Each Project that is attached to (using) the Shared Data Set.
  • Attached Project Description –A description of an attached Project, if one has been provided.