Create and Manage Projects

Overview

A project is a unit for managing grouped specific resources within a workspace. Users can create projects to manage specific cloud resources and set user access permissions at the project level.

Key Project Features

FeatureDescription
Resource ManagementGroup and monitor the status of specific cloud resources within a project.
Project Member ManagementInvite users to projects and manage access permissions by setting roles.
Tag ManagementAdd and manage tags for each project for identification, search, and classification.
DashboardView common summary dashboards or dashboards shared to the project by Admin or Workspace Owner.

Project Use Cases

  • Improve operational efficiency by managing resources operated in multiple cloud environments at the project level.
  • Enhance security by creating projects for specific teams or departments to restrict access permissions.

Navigating to Project Page

Switch to Specific Workspace

Select the workspace you want to manage.

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Project management and detailed data connections are only possible within the workspace environment and are not supported in Admin mode.

Navigate to Project Menu

Move to the project page.

Creating a Project

Click [+ Create] Button

Click the [+ Create] button in the top right, then click the [Project] button.

Enter Project Name and Select Access Method

You can create a project by selecting one of the following two access methods according to your management purpose:

  • Invited Users Only: Select to restrict access for users with Workspace Member role type within the workspace
  • All Users in Workspace: Create a project accessible to all users

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Project access permissions by role

  • Workspace Owner: Full access and management of all projects within the workspace
  • Workspace Member: Access only to ‘projects accessible to all workspace users’ or ‘invited projects’

Complete Project Creation

Click the [Confirm] button to complete project creation.

(Optional) Create Project Group

Click [+ Create] > [Project Group] to create a project group and set groupings (categories) for specific projects.

Changing Project Settings

Click the [Edit] button at the top of the project detail page to change the project name and access method.

Moving Project Location

Click the [Move] button at the top of the project detail page to select or deselect the destination location (project group).

Deleting a Project

Click the [Delete] button at the top of the project detail page to delete the project.

Managing Project Tags

Click the [Tags] button at the top of the project detail page to add and manage tags for each project.