Projects

About projects

Projects represent a distinct scope of work — a product, initiative, system, or agent — that your team wants to bring into compliance.

A single project can have multiple policies applied to it, each tailored to a unique compliance objective.

Key actions associated with projects include:

• Creating a project
• Using the Project Dashboard
• Switching between projects
• Accessing project settings
• Archiving a project

Creating a project

Creating a project is one of the first actions you take in Governance Studio. By creating a project, you define your scope of work and establish a workspace to add team members and apply policies.

Note: project names and descriptions cannot be edited after creation.

To create a project:

1. Navigate to the Projects page
2. Select Create Project
3. Enter a project name and project description

Using the Project Dashboard

Once you’ve created a project, you can access its Project Dashboard to view helpful information and take key actions.

The Project Dashboard is split into 4 tabs:

• Overview: See helpful information across controls, indicators, and general activity
• Applied Policies: See what policies have been applied
• Indicators: See indicators that have been created for the project
• Lineage Graphs: See what lineage graphs have been associated with the project

Switching between projects

If you establish multiple projects, you can select or switch between projects in Governance Studio in several ways.

To select a project or switch to a new project from the Projects page:

1. Navigate to the Projects page
2. Select a project from the Projects table

To switch to a new project using the breadcrumb trail:

1. Click your current project name — this will always appear after Projects /
2. Select a project from the breadcrumb dropdown

Accessing project settings

Project settings are a space for:

• Viewing existing project members and their roles
• Adding or removing project members
• Archiving a project

Project settings can be accessed in the top right corner of the Project Dashboard.

Archiving a project

Archiving a project prevents any further activity from being recorded in that project — users will not be able to take any actions. This can be used when a project no longer requires compliance tracking.

Before archiving a project, all applied policies within the project must first be archived. Once archived, the project’s contents are inaccessible until it is reapplied; only high-level project details remain accessible in the archived state.

Reapplying a project returns it to its original, active state.

To archive a project:

1. Ensure all applied policies within the project are archived (see Archiving Applied Policies)
2. Navigate to the Project Dashboard
3. Select Project Settings
4. Select Archive Project
5. Type the project name to confirm
6. Select Archive

To reapply a project:

1. Navigate to the Projects page
2. Select the Applied/Archived filter dropdown and choose Archived
3. Select the archived policy
4. Select Reapply Project
5. Type the project name to confirm
6. Select Reapply