Create a project with either the New Project or Project Builder flows.
Click New Project to start an “Untitled Project” that includes a default workflow. The name shows in the left sidebar just like a regular Studio workflow.
Open Settings by clicking the gear icon under the project name to rename it, add a description, or set a thumbnail.
Jobs run from a project include the project name in their Operations Manager entry.
Open Project Builder from the homepage. Pick an asset tab (workflows, JSON forms, command templates, analytic templates, templates, or transformations).
Check the boxes for the assets you want and click Create New Project. In the dialog, name the project and choose to copy or move the assets. Click Continue to open the new project with the first selected asset visible.
After adding assets to an existing project, a success notification appears with a link you can click to open the project.
To add assets to a project, hover over the (+) button in the Project Builder toolbar.
Choose + Add New Asset to open a modal that lists available asset types. Select a card and fill out the details (name, description, type, etc.) in the create dialog.
Asset names are unique within a project. The same name can exist in global space or in other projects but not twice in the same project.
Select + Add Existing Asset to open the view that lets you pick any asset not already in the project or any asset from another project.
Select the checkbox next to each asset you want to add and click Add To Project. A dialog prompts you to copy or move the selected assets. All selected assets display under Selected Assets on the right.
Moving assets removes them from Studio and makes them inaccessible from the Global View.
When importing or exporting, remember that projects only include Studio assets. Use the standalone bundle feature if you need to package non‑Studio items (for example, Operations Manager triggers or infrastructure definitions).
To import a project, navigate to the Projects homepage and click the import button. Upload the project by drag and drop, or browse the file system.
To export a project, click the export button at the bottom of each project card and save the project to a specified location.
To duplicate a project, click the duplicate button at the bottom of a project card. The duplicate appears in the project list with (clone) appended to the project name.
For any project, you can view asset details and rename assets using the left sidebar. You can also create folders to organize assets.
Hover over any asset in the left sidebar to display the menu button (⋮). Select Edit details to open a dialog where you can update the project name and description.
Double-click an asset name in the left sidebar to enable the name field. Type the new name and click the checkmark to save.
Assets in the sidebar are distinguished by icons rather than separated by type. You can organize assets into folders two ways:
To rename a folder, double-click the folder name, type the new name, and click the checkmark. Additional assets and nested folders can be added under any top-level folder.
Click the gear icon in the toolbar beneath a project name to open Settings. Use the Details tab to configure project information and appearance, and the Access tab to manage members.
Six color options are available, or you can upload a custom thumbnail image (330 x 120 px is the optimal size). After entering the project details and selecting a thumbnail, click Save Settings. The chosen thumbnail appears for the project on the Projects homepage.
Click Add Members to open a dialog for adding an individual user or user group to the project. Select the member from the dropdown and set their role as Owner, Editor (default), Operator, or Viewer.
To remove a member, select the member and click Remove Members.
Click the radio button for the appropriate role and click Save Settings to apply changes.