Working with Projects

The Touchstone Home page includes the Projects pane that 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 to 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 and open projects, edit project names nad descriptions, change the project currency, hide and show projects, and delete projects. You can also export and import projects.

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