Projects

Learn how to create and manage projects to ensure governance and organization of your pipelines, with access control and folder structuring.

Overview

Projects help you organize and manage your pipelines while controlling who can access them.

You can assign users and groups to each project through the Projects page. Additionally, you can restrict access to Accounts and Globals by project — in their respective pages, specify which projects are allowed to use these resources.

This structure ensures proper governance and clear separation across integrations.

Before you start

To manage projects, you need the Project Manager permission. Learn more in the Roles documentation.

Project management

Creating a project

1. Go to the Build page, in the Pipeline tab, and click Create.

2. Select Project.

3. In the configuration form, fill in the following fields:

   • Name: Name of the project.

   • Description: Description of the project.

   • Project assignment: Enable Select all users to assign all current and future users of your realm or define:

     • Assigned groups: Groups of users to be assigned.

     • Assigned users: Individual users to be assigned.

4. Click Save.

After creating the project, you can start building pipelines inside it. Pipelines are automatically linked to the project where they’re created. The Default project is always available if you prefer not to create a custom one.

Editing a project

Hover over the project name in the left sidebar and click the three-dot icon to open the menu:

• Edit: Open the configuration form to update project details.

For audit reasons, the project name cannot be changed. If you need to rename a project, create a new one with the desired name and migrate the pipelines.

• Archive: Archive the project. Only empty projects can be archived. To unarchive a project, contact your CSM.

You can also create folders from this same menu — see Creating a folder for more information.

Moving pipelines between projects

To move a pipeline to another project or folder, drag and drop its card to the desired location.

Folders management

Folders help you organize your pipelines within a project.

Creating a folder

1. Open the desired project and click Create new.

2. Select Project folder.

You can also hover over the project name in the left sidebar, click the three-dot icon, and select Create new folder.

1. Enter the folder name. The name of the folder must be unique for the project. The same name can be used in different projects.

2. Click Save.

Editing a folder

Hover over the folder name in the left sidebar and click the three-dot icon to access the following options:

• Edit: Change the folder name.

• Archive: Archive the folder. Only empty folders can be archived.

Folder and pipeline organization rules

You can organize pipelines and folders in the following ways:

• Move pipelines freely: Drag and drop pipelines between folders, between projects, from a folder to the project root, or from the root into a folder.

• Navigate from the project root: When you click the project root, you see all folders (if any) and any pipelines that are not inside a folder.

• Use the left-side menu: Clicking the project root also expands the left-side menu, showing all folders and the All pipelines option. Selecting All pipelines displays every pipeline in the project.