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Create a Project ​

This guide explains how to create a project, set its type, and edit or archive it later. Creating a project needs edit rights on projects.

Create a project ​

  1. Go to Operate → Projects
  2. Select New project
  3. Fill in the dialog:
FieldWhat to enter
NameThe display name of the project
DescriptionWhat this project is meant to deliver
Project typeIntegration for ongoing system-to-system delivery, or Migration for moving data out of a source. Integration is the default. See Project types
  1. Select Create project

You land on the new project's detail view, ready to link connectors and start the work.

Write a good description

The Description isn't just a label — it's the starting context for Plan & implement, where the assistant designs the project's workflows. Be specific about what the project should deliver: the more detail here, the more it has to work from.

Migration adds two tabs

Choose Migration if you need to profile a source database and assess its quality — that's what unlocks the Data profile and Data quality tabs. An Integration project doesn't show them. You set the type at creation.

Edit a project ​

Open the project and use the Overview tab to change its Name, Description, and Project type, then select Update project in the project header to save.

Archive and restore ​

When a project's work is done, you can archive it to keep the list focused:

  • Select Archive project in the project header. The project leaves the default list but is not deleted — it stays available under Show archived and can be brought back at any time.
  • To restore one, turn on Show archived in the projects list, open the project, and select Restore project.