Project overview : Opus 2 Platform

Minimum Software Version	8.18.10
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains what a project is in Opus 2, how project data is structured and managed, and how templates, dashboards, and administrative controls work.

A project is a self-contained workspace where documents, metadata, and worksheets are stored and managed. Each project has its own dashboards and settings, providing controlled access and project-specific administration. Data and files are isolated per project by default, helping ensure separation and security.

How projects work

In the platform, all documents and document-related metadata exist within individual spaces known as projects. Each project is isolated from others and acts as an independent environment for managing files, worksheets, and workflows.

Depending on user permissions, users can upload files, create or import worksheets, and manage project content. Data and files typically cannot be shared between projects. In specific cases, sharing may be enabled through additional licensed functionality; otherwise, content can be exported and imported between projects as needed.

Project structure and data management

Self-contained workspaces

Each project contains its own documents, document metadata, worksheets, and dashboards. Content is isolated per project by default.

Data sharing and portability

Direct sharing of data across projects is not typical. Data and files can be exported from one project and imported into another. Advanced sharing scenarios may require specific software add-ons.

Project templates

A project's configuration can be reused across projects by exporting it as a project template. Templates are exported as a JSON object and can include worksheets, document sets, and structural configuration. They can be imported into new projects to speed up setup. Specific user permissions are required to create project templates.

Example: Create a litigation template containing standard worksheets and folders to reuse for future cases.

Project dashboards

Each project has its own project-specific dashboard providing an overview of project activity and information. Dashboards can be customised, and multiple dashboards can be created for different user needs or workflows.

Example: Create separate dashboards for internal users and external collaborators within the same project.

Project administration

Project-specific administration is accessed through the Project settings menu. From Project settings, administrators can manage user access, groups and roles, project configuration, and system tasks specific to the project.

Important: Only users with the correct permissions can access and modify project settings.

Example: Restrict access to sensitive documents by adjusting project roles for external users.