Projects
Create and manage projects, organize them in the project tree, configure settings, and control which modules a project uses.
A project is the container for a product, a product line, or a variant — whatever matches your process. Everything you author lives inside a project, and projects are organized in a hierarchical tree of folders so a large portfolio stays navigable.
This section covers the full lifecycle of a project, from creation through configuration to archiving.
What’s in this section
- Creating a project — starting a new project and its defaults
- The project tree — organizing and navigating projects in folders
- Project settings — details, team, workflow, tags, and compliance
- Module access — choosing which modules a project uses, by role
- Archiving — retiring a project while preserving its record
- Set up a project — a step-by-step walkthrough from creation to a working, access-controlled project