Project Management

Video Guide

Pro Tip: Almost every field has a tool tip with an on-screen description

Accessing the Projects Page

Here, you’ll find:
Note: Projects are automatically sorted so that the most recently edited ones appear at the top.

Project Row Options

Creating a New Project

Advanced Options
(Automation Subscription)

If your subscription includes automation, you can configure advanced settings:

Summary

FAQs

Yes. Just Open/Edit a project and define a new name and click the update button.

Currently, projects are deleted one at a time using the menu on each project tile. Bulk deletion is not available to prevent accidental loss of critical configurations.

Yes. Deleting a project permanently removes its configuration, profiles, and references to uploaded data. This action is irreversible, so proceed with caution.

Yes. From the dashboard, you can click any of the rows in  a widget (e.g., Cleansing, Matching) to launch that process directly, skipping the step of opening the full project. It’s a fast way to continue work on active tasks.

The “Last Modifed” timestamp updates whenever you access a project by clicking on it, including through dashboard widgets or process-specific links.

Start Your First Project

To begin, click the New Project button from the dashboard.