Working with Projects

The Touchstone Home page includes the Projects pane, which lists the projects that you and other users in your business unit are working on. For each project, the pane shows:

•       The name of the project

•       The status of the project, which may be Active or Hidden

•       The default project currency and exchange rate that Touchstone uses to display monetary values in the exposure summary dashboard and run analyses

•       The date the project was created and modified

•       The user name for the user that created the project

•       A brief description of the project

From the Projects pane, you can:

•       Create a project

•       Open a project, and then add exposure views to the project

•       Edit a project name

•       Change the project currency

•       Hide a project

•       Show hidden projects

•       Export a project

•       Import a Project

•       Delete a project

Touchstone automatically refreshes the pane for every user in your business unit when you create, rename, or delete a project.