Project Menu

1. Click ‘New Academic Project’ within the ‘Projects' dropdown menu to get the application page as shown below:

2. Provide ‘Project Title’ and ‘Abstract’. Choose the ‘Project type’, ‘Allocation type’, and ‘Field of Science’ from the available options. The definitions are:
   1. Project type:
      1. Academic Project: to be used for academic purposes. See this link for more information: https://www.osc.edu/supercomputing/support/account
      2. Campus Champion Project: a project that will be headed by the OSC Champion of the given university
      3. Classroom Project: to be used for the purposes of education. See this link for more information: https://www.osc.edu/resources/getting_started/classroom_project_resource_guide
   2. Allocation type: see this link for more information: https://www.osc.edu/supercomputing/support/application_help
      1. Startup: for Ohio academics to begin work with OSC.
      2. Standard: for researchers with moderate high-performance computing use.
      3. Major: for researchers with significant high-performance computing use.
      4. Discovery: for researchers with intensive high-performance computing use.

Click ‘Save and Continue’ button on the upper-right corner of this page to continue.

3. The following discussions are based on the application of an academic startup project. The required information will be slightly different if you apply for other types.

Provide ‘Requested RU’ by either using the sliding bar or providing the absolute value in the box. The definition of RU is here:

Provide funding and publications by clicking ‘View Project Funding’ and ‘View Project Publications’. See ‘Manage your profile’ section on how to manage your funding and publications.

Click ‘Save and Continue’ button on the upper-right-corner of this page to continue.

4. Upload supporting files to provide the ‘RU Justification Document’ and ‘Additional Information’. You will see the name of files besides ‘Choose File’ button after the files are updated successfully:

Click ‘Save and Continue’ button on the upper-right-corner of this page.

5. You will arrive at the page to review the summary of your application ‘New Project - Review Project’. If all the information is correct, click ‘Submit for Approval’ button on the upper-right-corner of this page to submit the application.

6. After your application is submitted successfully, you will be re-directed to the page to manage users under this project. See ‘Manage users under a project’ section for how to proceed with it. Click ‘close’ to close this page.

7. You will be re-directed to the page to view all of your projects, where your new application should be listed in the page with status of ‘Requested’. You can also apply for a new academic project by clicking ‘Create New Academic Project’ button on the upper-right-corner of this page following the steps discussed in step 1-6.

8. You are also able to view all of your projects including the new applications by clicking ‘View Projects’ within the ‘Projects’ dropdown menu.

1. Click ‘New Commercial Project’ within the ‘Projects' dropdown menu to get the application page. You get the application page as shown below:

Provide ‘Project Title’ and ‘Description’. Also, you could provide ‘Estimated Core Hours (Millions)’, ‘Storage Space Quota (TB)’, and ‘File Count Quota (Thousands)’ by either using the sliding bar or providing the absolute value in the box:

1. Default Estimated Core Hours: 1 million 
2. Storage Space Quota (TB): project space allocated to this project. Default value: 0 TB
3. File Count Quota (Thousands): file count quota associated with the storage space listed in #b). Default value: 0

Click ‘Save and Continue’ button on the upper-right-corner of this page to continue.

2. You will arrive at the page to review the summary of your application ‘New Project - Review Project’. If all the information is correct, click ‘Submit’ button on the upper-right corner of this page to submit the application. Click ‘Back’ button if any information needs to be corrected.

3. After your application is submitted successfully, you will be re-directed to the page to manage users under this project. See ‘Manage users under a project’ section for how to proceed with it. Click ‘close’ to close this page.

4. You will be re-directed to the page to view all of your projects, where your new application should be listed in the page with status of ‘Requested’. You can also apply for a new commercial project by clicking ‘Create New Commercial Project’ button on the upper-right-corner of this page following the steps discussed in step 1-3.

Click ‘View Projects’ within the ‘Projects' dropdown menu to check the information of your projects. By default, this page lists all your projects with 15 rows per page. Click ‘>’ on the lower-right-corner of this page to go to the next page; click ‘<’ on the lower-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’ above the table.

To adjust which information to be displayed in this page, click ‘Columns’ within the ‘Actions' dropdown menu to get the ‘Select Columns’ pop-up window.

In the pop-up window, select the information (which will be highlighted after being selected) to be displayed using ‘>’; select the information to be NOT displayed using ‘<’. You can also adjust the order of columns using ‘↑’ and ‘↓’. Click ‘Apply’ button to apply the changes.

We will brief discuss how to use ‘search’ tool and view/edit a project here. For more interactive reporting functionalities, see ‘Interactive Reporting’ section.

The ‘Search’ tool enables you to narrow down the displayed projects that contains specific text only.

To search all columns, simply type the text in the search box and click on ‘Go’ or press ‘Enter’:

To search one specific column, select the column from the dropdown to the left of the search box before providing the text in the box:

To apply multiple search criteria, add another search criterion after one search criterion is applied. Always remember to click ‘Go’ or press ‘Enter’ to apply the search criterion. Once search criterion/criteria are applied, the table of your projects following the search criterion/criteria will be displayed, and the search criterion/criteria will be listed above the table:

• Check the box on the left to display/not display the results following this search criterion. The displayed results will be refreshed automatically
• Click the ‘x’ on the right to remove this search criterion. The displayed results will be refreshed automatically

You are able to view and edit your project, depending on the user roles of your account. To check your user role, please refer to ‘‘Manage your profile’ section.

To view/edit a project, click the ‘pencil icon’ to the left of the project:

You will arrive at the page to review the details of this project ‘Project Details’:

Different blue buttons, depending on your user roles, will be listed under ‘Project Details’. Click a blue button, and you will see either a pop-up window or a new page, which allows you to view or edit the information.

If you hold role as project PI, your will see the following available options:

• Project Users: manage users under this project. See ‘Manage users under a project’ section for more details.
• Project Allocations: information on your project allocations.
• Project Resource Usage: information on your RU usages.
• Project User Usage: you will be redirected to ‘HPC Job Activity’ page to search the information of users’ jobs. See ‘‘HPC Job Activity’ tool’ section for more details.
• Renew Project: you can renew this project by clicking ‘Renew Project’ button. See ‘How to renew a project’ for more details.

If you hold role as project user, your will see the following available options:

• Project Allocations: information on your project allocations
• Project Resource Usage: information on your RU usages.

1. You can renew a project by clicking on ‘View Projects’ within the ‘Project’ dropdown menu:

2. Select the project you would like to renew by clicking on the ‘pencil icon’ on the left hand side to open that project’s details page:

3. Click the button that is labeled ‘Renew Project’.

4. Select the allocation type you would like. (Ex: Standard, Major, or Discovery) and then click ‘Continue’.

5. Attach a proposal document to the application by clicking ‘Choose File’.

6. Add your abstract to the abstract section of the application.

7. Select the values you would like to request in the application for the renewal. (Ex: Estimated RU usage, Storage Space Quota, File Count Quota). Once you are ready to proceed to the next page, click ‘Save and Continue’.

8. Please add any additional documents. By clicking ‘Choose File’ in the RU justification document section and the addition information section. Once completed click ‘Save and Continue’.

9. You will see the new application by clicking on ‘Project’ -> ‘Project Allocations’ with the status of ‘REQUESTED’. See ‘View your allocations’ for more information on how to view your allocations.

As a project PI, you are able to do self-service project administration, such as adding or removing user accounts from a project, or changing user roles on the project.

1. Click ‘View Projects’ within the ‘Projects' dropdown menu to get the information of your projects:

2. Click the ‘pencil icon’ to the left of the project under which you would like to manage user accounts:

3. You will arrive at the page to review the details of this project ‘Project Details’. Click the blue button ‘Project Users’ to get a pop-up window named ‘Manage Project Users’ to manage users under this project.

The size of this pop-up window is fixed. There are three expandable lists in this window. Click ‘>’ on the left of each list to expand the list, and click ‘↓’ to collapse the list:

• Project Users: it allows you to manage current users under this project (remove the user or change the user’s PI approval status), and add other existing OSC users to this project.
• Invited Users: it allows you to add a user who does not own OSC account
• User Roles on Project: it allows you to manage the user roles on this project.

1. Click ‘>’ on the left of ‘Project Users’ to expand this list.

2. You will get a table listing the current users under this project, as shown below. By default, this page lists all users with 10 rows per page. Click ‘>’ on the upper-right-corner of this page to go to the next page; click ‘<’ on the upper-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’. The page will be refreshed automatically:

3. To remove a user from this project, click the ‘pencil icon’ beside the user who needs to be removed to get a pop-up window:

You will see the following information in the window:

• User: in the format of ‘username – First Last at Institution’
• OSC Approved
• PI Approved

4. To remove this user, click ‘Remove’ button at the bottom of this window:

5. A pop-up appears asking for confirmation:

Click ‘Cancel’ to cancel the removing action, or click ‘OK’ to confirm the removing action. Once you click ‘OK’, you will be re-directed to the table in which the removed user won’t be listed, with ‘Action Processed’ to confirm that this action has been processed:

Click the ‘x’ to close the message ‘Action Processed’:

1. Click ‘>’ on the left of ‘Project Users’ to expand this list.

2. You will get a table listing the current users under this project, as shown below. By default, this page lists all users with 10 rows per page. Click ‘>’ on the upper-right-corner of this page to go to the next page; click ‘<’ on the upper-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value besides ‘Rows’. The page will be refreshed automatically:

3. To change the PI approval status of this user, click the ‘pencil icon’ beside the user to get a pop-up window:

You will see the following information in the window:

• User: in the format of ‘username – First Last at Institution’
• OSC Approved
• PI Approved

4. Check or uncheck the box beside ‘PI Approved’ to change the PI approval status. Click ‘save’ button, you will be re-directed to the table in which the user is listed with the changed status, with ‘Action Processed’ to confirm that this action has been processed.

5. In addition, click ‘>’ beside ‘Audit’ to check the log of this account:

6. To close this pop-up window, click ‘Cancel’ at the bottom of this window or the ‘x’ on the upper-right-corner of this window

*Note: If you would like to add more than one user you can bulk add users to your project. Please view the "How to bulk add users to a project" section.

1. Click ‘>’ on the left of ‘Project Users’ to get a table listing the current users under this project:

2. To add an existing OSC user to this project, click ‘Add User’ button on the upper-right-corner of this window:

3. A pop-up window will appear, as below:

To search the user, click ‘blank box’ beside ‘User’. You can search the user by OSC username, or the person's first and last name (make sure to have a space between first and last name). The wildcard "%" is also supported. The returned result will be in the format of ‘username – First Last at Institution’. Select the user who you would like to add to this project. You can also provide approval status by checking the box beside ‘PI Approved’

4. Once all is correct, click ‘Save’ button at the bottom of this window to add this user. You will be re-directed to the table in which the newly added user will be listed, with ‘Action Processed’ to confirm that this action has been processed:

The status of ‘OSC Approved’ for this newly added user will be ‘No’, which will be updated after OSC admin approves it.

5. Click the ‘x’ to close the message ‘Action Processed’

*Note: If you would like to add more than one user you can bulk add users to your project. Please view the "How to bulk add users to a project" section.

1. You are also able to add a user who does not have OSC account to the project by inviting new users. Click ‘>’ on the left of ‘Invited Users’ to expand this list:

2. You will get a table listing the users who has been invited to this project. By default, this page lists all users with 10 rows per page. Click ‘>’ on the lower-right-corner of this page to go to the next page; click ‘<’ on the lower-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’. The page will be refreshed automatically:

3. To invite a new user, click ‘Invite New User’ button on the right above this table:

4. A pop-up window will appear, as below:

All fields are required. We will check the information based on email address in our database to see whether the user is an existing OSC client or not. If this user is an existing OSC client, the message ‘This email already exists’ appears, as shown below:

In that case, you can close this window and follow the procedure ‘How to add an existing OSC user to this project’ to add this user.

Please select one of the user roles:

• Project, Regular User:
• Project, Limited Access: has limited access to the project information
• Project, Admin Access: access to project management, usage reports, bills, receives emails, takes project actions
• Project, No Admin Notifications: has no email notifications

5. Click ‘Invite New User’ to send the invitation if all information is correct, or click ‘Cancel’ to cancel the invitation:

6. Once you click ‘‘Invite New User’, you will be re-directed to the table listing all users who has been invited by you, with ‘Action Processed’ to confirm that this action has been processed:

Click the ‘x’ to close the message ‘Action Processed’:

1. The bulk add feature will allow you to be able to add current OSC users and users new to OSC.
2. In order to be able to bulk add you will need to make a CSV file. We will use Microsoft Excel in this tutorial to create the CSV file.
3. First, we will open a Microsoft Excel sheet.
4. The file must contain at least two rows. The first row must contain the following: NAME_FIRST,NAME_LAST,EMAIL_ADDR.                                                      
5. The subsequent rows will need to contain the data of each user you would like to add to your project. 
6. Click file:                                                                                                    
7. Click save as:               
8. Save the file to a directory that you will be able to find later. Then change the file name to one of your choosing. Then be sure to change the file type to a CSV file type. 
9. Now you will need to navigate to the manage project users portion of the OSC Client Portal. Instructions on how to navigate to this can be found above in the "Manage users under a project" section of the documentation.
10. To be able to bulk add users to a project. Click ‘>’ on the left of ‘Member Invitations’ to expand this list: 
11. Click on "Upload Invite CSV File" in the upper right-hand corner of the "Member Invitations": 
12. Click on "Choose File":   
13. Select the CSV File you saved: 
14. Click the "next" button:   
15. Check that all the data imported correctly: 
16. Click the "Next" button: 
17. Verify that all the information that has been imported: 
18. Click the "Load Data" button: 
19. Click the "Finish" button: 
20. The users are added and/or invitations are sent, and the process is now complete.

1. By default, all users expect PI under this project hold the role of ‘Project, Regular User’. You can manage role of users under this project by clicking ‘>’ on the left of ‘User Roles on Project’ to expand this list:

You will get a table listing the users who has special roles

• Project, Limited Access: has limited access to the project information
• Project, Admin Access: access to project management, usage reports, bills, receives emails, takes project actions
• Project, No Admin Notifications: has no email notifications

By default, this page lists all users with 10 rows per page. Click ‘>’ on the lower-right-corner of this page to go to the next page; click ‘<’ on the lower-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’. The page will be refreshed automatically.

2. To add a special user role, click ‘Add User’ button on the right above this table

3. A pop-up window will appear, as below:

4. All fields are required. To search the user, click ‘blank box’ beside ‘User’

You can search the user by OSC username, or the person's first and last name (make sure to have a space between first and last name). The wildcard "%" is also supported. The returned result will be in the format of ‘username – First Last at Institution’. Select the user who you would like to add special user role to this project and specify the role:

• Project, Limited Access
• Project, Admin Access
• Project, No Admin Notifications

5. Click ‘Add User’ to add the new user role, or click ‘Cancel’ to cancel the invitation.

6. Once you click ‘‘Add User’, you will be re-directed to the table listing all users who has been added to special user role, with ‘Action Processed’ to confirm that this action has been processed:

1. Click ‘Project Allocations’ within the ‘Projects' dropdown menu to list all the allocations:

By default, this page lists all your allocations with 10 rows per page. Click ‘>’ on the lower-right-corner of this page to go to the next page; click ‘<’ on the lower-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’.

2. To adjust which information to be displayed in this page, click ‘Columns’ within the ‘Actions' dropdown menu to get the pop-up window as below:

Select the information to be displayed using ‘>’; select the information to be NOT displayed using ‘<’. You can also adjust the order of columns using ‘↑’ and ‘↓’. Click ‘Apply’ button to apply the changes.

How to use 'Search' tool

The ‘Search’ tool enables you to narrow down the displayed projects that contains specific text only.

1. To search all columns, simply type the text in the search box and click on ‘Go’ or press ‘Enter’:

2. To search one specific column, select the column from the dropdown to the left of the search box before providing the text in the box:

3. To apply multiple search criteria, add another search criterion after one search criterion is applied. Always remember to hit ‘Enter’ to apply the search criterion. Once search criterion/criteria are applied, the table of your projects following the search criterion/criteria will be displayed, and the search criterion/criteria will be listed above the table

• Check the box on the left to display/not display the results following this search criterion. The displayed results will be refreshed automatically
• Click the ‘x’ on the right to remove this search criterion. The displayed results will be refreshed automatically

4. There are more details on how to do advanced reports discussed in ‘Interactive Reporting’ section.

How to renew a project

You can renew a project by clicking ‘Renew Project’ button. See the ‘How to renew a project’ for more information.

1. Click ‘Current project’ within the Projects' dropdown menu to all of current active projects:

2. The ‘Current Active Projects’ page is shown below. By default, this page lists all of current OSC active allocations with 100 rows per page. Click ‘>’ on the upper-right-corner of this page to go to the next page; click ‘<’ on the upper-right-corner of this page to go to the previous page. To modify the number of rows listed per page, adjust the value beside ‘Rows’.

How to use 'Search' tool

The ‘Search’ tool enables you to narrow down the displayed projects that contains specific text only.

1. To search all columns, simply type the text in the search box and click on ‘Go’ or press ‘Enter’. To search one specific column, select the column from the dropdown to the left of the search box before providing the text in the box. To apply multiple search criteria, add another search criterion after one search criterion is applied. Always remember to hit ‘Enter’ to apply the search criterion.

2. Once search criterion/criteria are applied, the table of your projects following the search criterion/criteria will be displayed, and the search criterion/criteria will be listed above the table:

• Check the box on the left to display/not display the results following this search criterion. The displayed results will be refreshed automatically
• Click the ‘x’ on the right to remove this search criterion. The displayed results will be refreshed automatically

3. Click the PI name to redirect to PI’s web site (if available). Click the title to links to see more information of the project.

4. Click ‘Return to Portal’ to go back to your homepage:

5. There are more details on how to do advanced reports discussed in ‘Interactive Reporting’ section.