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How to Create a New Project

  • Updated

Purpose

Projects is a management app used to organize Openprise functionality tools in one place. Projects track which data source(s), data targets(s), jobs(s), data services, analytical reports, and App Factory apps are being used for any process you are building inside Openprise. 

 

To Create a Project

  1. Go to Projects on the top menu bar

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  1. Click on "Add Project"

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  1. Project Name - required. This name will be used to identify the process you are building in Openprise. Projects_title.png
  2. Add Image - select add image to select an image for your project. Can either upload from your computer or select from the icon library. add_image.pngimage_library.pngicon_library.png

 

How to Configure Your Project App

There are eight (8) sections in Project configurations that can be filled out at any time. These sections identify which Openprise functionality tools are related to the process you are building. Here is a breakdown of each section. 

NOTE: You will only be able to save your Project after you've written a title and configured the Grant Access section. 

Grant Access

Grant Access allows administrators to choose which groups can access this Project. 

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  1. Select groups from the "Available groups" section, and add them to the "Selected groups" section. 
  2. Who can edit - required. Select as many groups from your "Selected groups" picklist option that will be able to access the Project. 
  3. Click "Save" at the top right corner of the app. 

Select Bots

Select Bots allows you to select existing Bots that are associated to the Project. Bots must be pre-made before they are visible in the "Available Bots" section.

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  1. Select bots from the "Available Bots" section, and add them to the "Selected Bots" section. 
  2. Bots can be created after the Project app has been configured. However, you must create a Bot first in order for it to be visible in the "Available Bots" section of the app.
  3. Click "Save" at the top right corner of the app. 

NOTE:

Once a Bot is added to the Project, any data sources, data targets, data services and jobs associated to the Bot will be automatically added into the Project upon clicking Save. The best practice is to add all Bots related to the project and SAVE the project FIRST then edit the Project to add any other standalone objects.

You will not be able to add Bots into a Project if the Bot is running. Please wait for the Bot to finish running or cancel reoccurrence when attempting to configure the Select Bots section. If you cancel reoccurrence, you must remember to re-enable the Bot once the Project has been configured. 

 

Select Jobs

Select Jobs allows you to select existing Jobs that are associated to the Project. Jobs must exist in Openprise before they are visible in the "Available Jobs" section. 

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  1. Select jobs from the "Available Jobs" section, and add them to the "Selected Jobs" section. 
  2. Jobs can be created after the Project app has been configured. However, you must create a Job first in order for it to be visible in the "Available Jobs" section of the app. 
  3. Click "Save" at the top right corner of the app. 

 

Select Data Sources

Select Data Sources allows you to select existing Data Sources that are associated to the Project. Data Sources must exist in Openprise before they are visible in the "Available Jobs" section. 

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  1. Select data sources from the "Available Data Sources" section, and add them to the "Selected Data Sources" section. 
  2. Data Sources can be created after the Project app has been configured. However, you must create a data source first in order for it to be visible in the "Available Data Sources" section of the app. 
  3. Click "Save" at the top right corner of the app. 

 

Select Data Targets

Select Data Targets allows you to select existing Data Targets that are associated to the Project. Data Targets must exist in Openprise before they are visible in the "Available Data Target" section. 

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  1. Select data targets from the "Available Data Targets" section, and add them to the "Selected Data Targets" section. 
  2. Data Targets can be created after the Project app has been configured. However, you must create a data target first in order for it to be visible in the "Available Data Target" section of the app. 
  3. Click "Save" at the top right corner of the app. 

 

Select Data Services

Select Data Services allows you to select existing Data Services that are associated to the Project. Data Services must be set up before they are visible in the "Available Data Services" section. You can learn more about third-party Data Service providers in Data Services, and our best practices. 

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  1. Select data services from the "Available Data Services" section, and add them to the "Selected Data Services" section. 
  2. Data Services can be created after the Project app has been configured. However, you must create a data service in Data Marketplace first in order for it to be visible in the "Available Data Services" section of the app. 
  3. Click "Save" at the top right corner of the app. 

 

Select Analytics Reports

Select Analytics Reports allows you to select Reports that you previously created and saved. You can learn more about Analytics and how to create and save Reports here. 

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  1. Select saved Reports from the "Available Analytics Reports" section, and add them to the "Selected Analytics Reports" section. 
  2. Reports can be created after the Project app has been configured. However, you must create a Report in Analytics first in order for it to be visible in the "Available Analytics Reports" section of the app.
  3. Click "Save" at the top right corner of the app. 

 

Select App Factory App

App Factory Apps allow you to select existing apps from App Factory that are associated to the Project. App Factory Apps must exist in Openprise before they are visible in the "Available Jobs" section. You can learn more about App Factory, and how to configure apps in our use guide. 

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  1. Select existing Apps from the "Available App Factory Apps" section, and add them to the "Selected App Factory Apps" section. 
  2. App Factory Apps can be created after the Project app has been configured. However, you must create an App in App Factory first in order for it to be visible in the "Available App Factory" section of the Project app.
  3. Click "Save" at the top right corner of the app. 

Related Articles:

  1. Learn more about Projects here. 
  2. Learn more about how to manage existing Projects here. 

 

 

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