Projects
Organize your Excel models, automations, and workflows into projects for better management and collaboration. Keep related work together and maintain clarity as your Viete usage grows.
What are Projects?
Projects are organizational containers that group related Viete sessions for better management and collaboration:
- Group multiple Excel model sessions under a project
- Add name and description to provide project context
- Share projects with team members for collaboration
- Track session count and activity within projects
- Organize work by client, department, or initiative
Benefits of Project Organization
For Individuals
- • Keep client work separated
- • Organize by department or initiative
- • Find related models quickly
- • Maintain focus on active projects
For Teams
- • Share project context with colleagues
- • Collaborative model development
- • Standardize processes within projects
- • Archive completed projects cleanly
Common Project Structures
By Client
Each client gets their own project containing all their models, automations, and client-specific styles.
By Department
Finance, Marketing, Operations each have their own project with relevant models and automation.
By Initiative
Product launch, quarterly planning, annual budgeting—each major initiative gets a dedicated project.
By Time Period
Q1 2024, FY2025, etc.—organize by fiscal periods for easy archiving and historical reference.
Project Features
Session Organization
Associate Viete sessions with projects via project_id. View all sessions within a project with session count tracking.
Project Metadata
Add name (up to 200 characters) and description (up to 1000 characters) to provide context. Track created_at and updated_at timestamps.
Team Collaboration
Share projects with team members using granular permission levels: view, edit, or admin. Shared projects are visible to all collaborators.
Ownership & Access Control
Project owner has full access. Shared users have access based on their permission level. Permissions are hierarchical: admin > edit > view.
Team Collaboration
Share projects with team members to enable collaborative work on Excel models:
Permission Levels
View Permission
Can see project details and sessions within the project. Read-only access for visibility without editing capabilities.
Edit Permission
Can view and modify sessions within the project. Create new sessions, edit existing ones, and organize project content.
Admin Permission
Full control including sharing with additional users, changing project settings, and managing access permissions.
Owner (Automatic)
Multiple team members can work on project models. See who's working on what and coordinate efforts efficiently.
Permission Management
Control access levels: viewers can see models, editors can modify, admins can manage project settings and membership.
Team Setup
Create Teams
Set up teams within your organization. Add members by email invitation. Teams provide the foundation for shared projects and collaboration.
Assign Projects to Teams
Make projects team-accessible. All team members automatically gain access to shared resources within those projects.
Manage Access Levels
Fine-tune permissions. Some team members view only, others edit models, admins manage automations and project settings.
Collaboration Use Cases
Finance Department Collaboration
Finance team shares a project with all financial models, automated reports, and company-wide styles. Everyone accesses the same automations and generates consistent, branded reports.
Agency Client Management
Each client has a dedicated project shared with account team. Client-specific styles, workflows, and automations are accessible to all team members working on that account.
Cross-Functional Projects
Product launch project shared across marketing, finance, and operations teams. Each department contributes models and analysis within the shared project space.