Create a Project

Use this guide to organize an intelligence task in a Project. You need a Lite, Pro, or Elite workspace and a role with write access. Prepare a report, profile, graph board, or image if you want to attach an existing resource.

Create the ProjectCopy Anchor Link

1. Select the workspace that should own the Project.
2. Open Projects.
3. Select New Project.
4. Enter a name.
5. Add an objective for the decision or investigation.
6. Add standing instructions if needed.
7. Save the Project.

The Project starts active with private context. It keeps its knowledge separate from Global Knowledge.

Attach a resourceCopy Anchor Link

1. Open Overview.
2. Search the resource picker.
3. Select a report, profile, graph board, or image you own in this workspace.
4. Attach the resource.

A linked report preserves its stored citations as Project evidence. A linked profile preserves citations from earlier and future reports. Supported report intelligence can also update the graph.

Start a Project chatCopy Anchor Link

1. Select New chat from the Project.
2. Enter a question about the attached material.
3. Review the response and its sources.

The conversation stays bound to the Project and workspace. Switching workspaces hides it until you return.

Verify the resultCopy Anchor Link

Return to Overview. Confirm that the resource and recent conversation appear. Check Timeline for the activity record.

See Organize intelligence for evidence, knowledge, sharing, and archiving.