The ProjectLens Project Editor is a website plugin that lets you create and manage structured project pages. Each project is made up of Segments (the content blocks that appear on the page) and Settings (metadata like dates, budget, and contact details). Everything is edited in one place and saved with a single click.
1. Select a Project
When the editor loads, you will see a project selector dropdown at the top of the page. Click it and choose the project you want to edit.
The editor area will appear automatically once a project is loaded. If no projects appear in the dropdown, contact your administrator — you may need to have a project created for you first.
The Editor Layout
The editor has two tabs:
- Segments — where you build and organise the content of your project page
- Settings — where you fill in project metadata (dates, budget, location, etc.)
Click either tab to switch between them. A Save Changes button sits at the bottom of the editor and saves both tabs at once.
Segments are the building blocks of your project page. Each segment is a self-contained content block with a specific purpose.
Segment Header Controls
Every segment has a header bar with the following controls:
| Control | What it does |
| ⠿ (drag handle) | Drag to reorder segments on the page |
| Type badge | Shows the segment type (e.g. “Descriptive”, “Media”) — read-only |
| Title field | The heading displayed for this segment on the page |
| Visible checkbox | Tick to show this segment; untick to hide it without deleting it |
| ▾ (collapse button) | Collapse or expand the segment body to keep the editor tidy |
| 🗑 (delete button) | Permanently remove the segment (admin only) |
Reordering Segments Click and hold the ⠿ handle on the left of any segment header, then drag it up or down to change its order. Release to drop it in the new position.
There are six segment types. Each has its own fields.
1. Descriptive
Use this for narrative text content — summaries, context, objectives, etc.
- Sub-title — an optional secondary heading within the segment
- Summary Content — a shorter overview (displayed with a rich-text editor)
- Detail Content — a longer, more detailed version (also rich-text)
Both content fields support bold, italic, lists, links, and other standard formatting via the built-in editor toolbar.
2. Media
Use this for image galleries or video embeds.
Each slide in the segment has:
- Media type selector — choose between Image, Embedded Video, or External Video URL
- Pick image / Pick media button — opens the Media Library to choose a file
- Video URL field — visible only when “External Video URL” is selected; paste the video link here
- Caption — optional text shown beneath the image or video
To add a new slide, click Add Slide at the bottom of the segment. To remove a slide, click the ✕ button on that slide row. Slides can be reordered by dragging.
3. Metadata
Use this to display a list of key–value facts (e.g. “Sector: Health”, “Region: South Asia”).
Each field row has:
- Label — the name of the fact (e.g. “Sector”)
- Value — the corresponding data
Click Add Field to add a new row. Remove a row with its delete button. Rows can be reordered by dragging.
4. Team
Use this to list team members or contacts associated with the project.
Each member entry has:
- Name
- Role / Title
- Photo — chosen from the Media Library
Click Add Member to add a new entry. Remove with the delete button. Members can be reordered by dragging.
5. Timeline
Use this to display project milestones or key events in chronological order.
Each milestone has:
- Date
- Title — a short name for the milestone
- Description — additional detail about what the milestone represents
Click Add Milestone to add a new entry. Remove with the delete button. Milestones can be reordered by dragging.
6. Documents
Use this to attach downloadable files (PDFs, Word documents, spreadsheets, etc.).
Each file entry has:
- File — chosen from the Media Library
- Display name — the label shown to visitors when they click to download
Click Add File to add a new entry. Remove with the delete button. Files can be reordered by dragging.
At the bottom of the Segments tab, administrators will see an Add Segment bar:
- Use the dropdown to select the type of segment you want to add.
- Click + Add Segment.
The new segment will appear at the bottom of the list and can immediately be edited and reordered.
Whenever you need to attach an image, video, or document to a segment, clicking a Pick media or Pick image button opens the Media Library modal.
Library tab
- Browse your uploaded files in a grid view.
- Use the search bar to filter by filename or title.
- Use the type filter dropdown to show only Images, Documents, or Videos.
- Click a file to select it (a tick ✓ appears). Click Use this media to confirm.
- If there are many files, click Load more to see additional pages.
- To permanently delete a file, hover over it and click the 🗑 icon. You will be asked to confirm — this cannot be undone.
Upload tab
- Click the upload zone to browse your computer, or drag and drop files directly onto it.
- Accepted formats: images, PDF, Word documents (.doc, .docx), Excel files (.xls, .xlsx).
- Multiple files can be uploaded at once.
- A progress bar shows the upload status. Once complete, switch back to the Library tab to select your newly uploaded file.
To close the modal without selecting anything, click Cancel, click the ✕ in the top-right corner, or press the Escape key.
The Settings tab contains project metadata organised into three sections.
Project Identity
| Field | Description |
| Project Code | Your internal reference code for the project |
| Project Status | Current status — Active, Completed, On Hold, Cancelled, or Pipeline |
| Short Description | A brief summary of the project (supports rich-text formatting) |
| Location | City, region, or area where the project takes place |
| Country | Country of the project |
| Website | A related URL (e.g. a project microsite) |
| Show Header | Tick this to display the project header block on the public page |
Dates & Duration
| Field | Description |
| Start Date | When the project began |
| End Date | Planned or actual end date |
| Completion Date | Date the project was formally completed |
| Reporting Period | The period this data reflects (e.g. “Q1 2025”) |
Funding & Budget
| Field | Description |
| Funder Name | Organisation providing the funding |
| Implementing Agency | Agency responsible for implementation |
| Executing Agency | Agency responsible for execution |
| Grant Number | Reference number for the grant |
| Budget Currency | Currency for all budget figures |
| Total Budget | Full project budget |
| Grant Amount | Amount provided as a grant |
| Co-financing | Amount from co-financing sources |
| Disbursement | Amount disbursed to date |
When you have finished making changes, click the Save Changes button at the bottom of the editor. A spinner will appear while the save is in progress.
- A green success notice at the top of the editor confirms the save was successful.
- A red error notice means something went wrong — check your internet connection and try again.
Notices disappear automatically after a few seconds.Important: Navigating away from the page or selecting a different project before saving will discard any unsaved changes. Always save before switching projects.
| Feature | Who can use it |
| Edit segment content and titles | All authorised users |
| Toggle segment visibility | All authorised users |
| Reorder segments | All authorised users |
| Edit Settings tab | Administrators only |
| Add new segments | Administrators only |
| Delete segments | Administrators only |
| Delete media files | Owner of the file, or administrators |
If you cannot see a control described in this guide, it is likely restricted to administrators on your site.
Use the ▾ collapse button to fold up segments you are not actively editing — it keeps the page manageable when a project has many segments.
The Visible toggle lets you prepare a segment in advance and hide it until it is ready, without having to delete and recreate it.
Changes to the project title at the very top of the editor will update the page title when saved.
If a rich-text editor (TinyMCE) does not appear in a Descriptive segment, try collapsing and re-expanding that segment, or refresh the page.
