Location

1. To find the Projects, the user will need to have the Host Application open.

• When the user logins into FIN, they are directed to the Host Application which where they'll automatically see the Projects available.
  Note: Only SU users can create projects. A project cannot include ‘proj’ in the name.

Open

• Additionally, the user can open the Host Application under the Advanced Apps

Open

Projects

This is where the superuser can view existing projects and information about them.

The tools available for the superuser are:

• Launch

• Create

• Backup

Launch

In order to open a project, the user must click on Open Project icon, which will open a new tab for that particular project

Open

Create

There are 3 fields that the user needs to fill in order to create a new project:

• Name: the new project name(project name cannot start with a capital letter)

• Display name: the new display name of the project (it can be different than the project name)

• Description: the description of the project (optional field)

Open

Open

Backup

This tool allows the user to create backups of their projects to be saved on their pc as a .zip file

Open

Open

Rename a project

There are two options to rename a project.

Change the project display name

See Settings | Project settingsPreview

Change the project name

Follow this procedure to change the project name (i.e. the folder where the project is stored):

1. Make a snapshot and store it outside of the directory

2. Stop the service

3. Go to var/proj and move the project out of there (don't delete to keep as a back up just in case)

4. Then start the service

5. Create a new project with the new name

6. Upload and restore the snapshot in the new project

Doing it that way will update most locations. The following locations will still need to be updated manually.

• Dashboard

  • point bindings

• Graphics

  • programs (if hardcoded any ID's in there)

  • events (if hardcoded any ID's in there)

• Historian

  • savedChart

• Summary

  • summaryOn

• Logic Builder Programs

  • variables (any point variables added as "absolute")

• Jobs

  • jobExpr ((if hardcoded any ID's in there)

• Funcs

  • src (if hardcoded any ID's in there)

• Top Level record

  • finHomePath

• Project display name

Delete a project

To delete a project through the UI, open the project you want to delete and run the following query in Folio > Launch:

projDelete(@p:demo, "2026-01-01")

Parameters:
- id of the project (e.g., @p:demo)
You can find the project name in the URL after host:port/finMobile/ (e.g., demo)
- Current date in YYYY-MM-DD format

After running that query, refresh the page and you’ll be directed back to the Host.