Software Navigation

In the following it is explained how to work with the various entities and features in the main work space. If you want to click along, you may want to open the Children & Happiness sample project.

After you downloaded the project bundle file, import it. See Importing An Existing Project .

When you open a project, the Project Explorer opens automatically on the left-hand side. From the main branches you can access documents, codes, memos, networks and all groups. If you are looking for something in particular, you can enter a search term into the search field. If you open the branches of the various entities, they will only show you items that contain the search term.

Project Explorer

To open a branch, click on the triangle in front of each entity, or right-click and select the Expand option from the context menu.

When double-clicking a main branch, the respective manager of the selected entity type is opened. See Entity Managers.

  • Under the main Documents branch, you see all documents. Below each document, you can access all quotations of a document.

  • Under the main Codes branch, you see the list of all codes. On the next level, you see all linked codes. For further information see: Linking Nodes.

  • Under the main Memos branch, you see the list of all memos. On the next level, you see all linked entities, which for memos can be other memos, quotations and codes.

  • Under the main Networks branch, you see the list of all networks. On the next level, you see all entities that are contained in the network. If you open the branches further, you see the entities that are linked to the respective items.

  • Under the Groups branches, you see the list of all groups and below each group, the list of all members of the selected group.


In addition to the Project Explorer that contains all project items, you can open browsers that only contain one entity type. Browsers are available for documents, quotations, memos and networks.

To open one of the browsers, click on one of the entity icons. The document icon is blue, the quotation icon is orange, the code icon is green, the memo icon is magenta, and the network icon is purple.

The single entity browsers open in tabs next to the Project Explorer. Each browser also has a search field on top. This facilitates working with long lists.

Document Browser

If an entity has a comment, this is indicated by a yellow post-it note attached to the entity icon.


Above the Project Explorer you see a toolbar that gives you quick access to the five main entity types: documents, quotations, codes, memos and networks. Each entity icon has a drop-down menu that gives you access to the most frequently used options in relation to each entity type.

Toolbar Dropdown

  • Add Documents
  • Adding a New Text Document, for instance if you want to transcribe your data directly in ATLAS.ti
  • Adding a New Geo Document
  • Opening the Document Manager
  • Opening the Document Group Manager

Context Menus

Each item in the Project Explorer has a context menu, which means a context sensitive menu opens when you right-click. Depending on the entity that you click, each context-menu will be slightly different. Common to all context menus are the Duplicate, Copy and Delete options, and the option to open the selected item in the respective Entity Manager.

Context Menu

Docked and Floated Windows

  • All documents, memos and networks open in the main area and are docked.

  • All managers and analysis tools open in a floated window. If you want that a floated window stays on top and does not disappear in the background if you open something else, you can pin it to your screen by clicking on the pin icon on the top right-hand side of the window. The pin then turns blue.


Working With Tabs and Regions

If you open multiple documents, or a document, a memo and a network, they are displayed in tabs. If you want to see them next to each other, you can open a second region:

Select one of the tabbed items and drag and drop it into the empty region. If you drag it to the right-hand side until you see a colored bar, the item is displayed next to the other item(s). If you drag it to the top of the region, the item is displayed below the other item(s).

Tab Area