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Manage Projects Overview

Open Projects from the main sidebar to see every project in the current organization and open its management workspace.

  • review all projects in the selected organization
  • open a project’s management tabs
  • create a new project from New Project

The project-management surface is desktop-focused. On small screens, AnalytAI warns that full project management is available on desktop only.

  1. Open Projects from the main sidebar.
  2. Review the project cards for the current organization.
  3. Click Manage Project on the card you want to configure.

This opens the project-specific management page, where the available tabs depend on the project type and connector.

  • Setup
  • Onboarding
  • Database
  • Relations
  • Memories
  • File Sync for file-based projects
  • Tally Sync for Tally projects

Click New Project to jump to the connector selection flow in Data Sources.