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Managing Projects ​

Projects group related applications within a tenant, providing an organizational layer for managing your SaaS offerings.

What is a Project? ​

A project is a container for applications that:

  • Belongs to one tenant - Each project is owned by a single tenant
  • Contains multiple applications - Group related apps together
  • Shares configuration - Provides default settings for applications
  • Organizes resources - Logical grouping for better management

Creating a Project ​

From Projects Page ​

  1. Click Projects in the sidebar
  2. Click Create Project button
  3. Select the Tenant from dropdown
  4. Enter Project Name
  5. Add optional Description
  6. Click Create

From Tenant Page ​

  1. Navigate to a tenant's detail page
  2. Go to Projects tab
  3. Click Add Project
  4. Enter project details
  5. Click Create

Viewing Projects ​

The projects list displays:

  • Name - Project display name
  • Tenant - Parent tenant
  • Applications - Number of applications
  • Created - Creation date
  • Actions - Edit, Delete, View

Filtering by Tenant ​

Select a tenant from the dropdown to view only that tenant's projects.

Project Details ​

Click a project name to view:

Overview ​

  • Project information
  • Tenant association
  • Application count
  • Creation and modification dates

Applications ​

List of applications in this project:

  • Application names and IDs
  • Endpoints count
  • Status (active/inactive)
  • Quick actions (edit, delete, view)

Settings ​

Project-level configuration:

  • Backend Settings - Module configuration
  • Frontend Settings - Themes, locales, modules
  • Key-Value Pairs - Custom configuration

These settings serve as defaults for all applications in the project.

Editing a Project ​

  1. Navigate to project details
  2. Click Edit button
  3. Update Name or Description
  4. Click Save Changes

WARNING

You cannot change a project's tenant after creation. To move a project, you must recreate it under the new tenant.

Moving Applications ​

To reorganize applications between projects:

  1. Navigate to the application detail page
  2. Click Edit
  3. Select new Project from dropdown
  4. Click Save

The application retains its settings but inherits new project-level defaults.

Deleting a Project ​

Destructive Action

Deleting a project removes all its applications and their configurations. This cannot be undone.

Steps ​

  1. Navigate to project details
  2. Click Delete button
  3. Review the list of applications that will be deleted
  4. Type project name to confirm
  5. Click Confirm Delete

What Gets Deleted ​

  • Project record
  • All applications in the project
  • All endpoints associated with applications
  • All application-specific settings
  • Related triggers and automation

Best Practices ​

Naming Conventions ​

Use descriptive names that indicate purpose:

  • [OK] Good: "Customer Portal", "Internal Tools", "Mobile Apps"
  • [NO] Avoid: "Project 1", "Test", "Misc"

Organization Strategy ​

By Product Line

Tenant: ACME Corp
  └─ Project: ERP System
  └─ Project: CRM Platform
  └─ Project: Analytics Dashboard

By Environment

Tenant: MyCompany
  └─ Project: Production
  └─ Project: Staging
  └─ Project: Development

By Customer Segment

Tenant: SaaS Provider
  └─ Project: Enterprise Clients
  └─ Project: SMB Clients
  └─ Project: Trial Users

Configuration Management ​

  1. Set common defaults at project level - Avoid repeating settings in each application
  2. Override only when necessary - Let applications inherit project settings
  3. Document special configurations - Note why an application has custom settings

Configuration Inheritance ​

Projects sit in the middle of the configuration hierarchy:

Tenant Settings (most general)
    ↓
Project Settings
    ↓
Application Settings (most specific)

When an application needs a setting:

  1. Check application settings first
  2. If not found, use project settings
  3. If not found, use tenant settings

Example:

  • Tenant sets: theme: "light"
  • Project sets: theme: "dark", locale: "en"
  • Application sets: locale: "es"

Result for the application:

  • theme: "dark" (from project)
  • locale: "es" (from application, overrides project)

Common Tasks ​

Clone Project ​

To duplicate a project with its settings:

  1. View source project settings
  2. Switch to JSON editor mode
  3. Copy the configuration JSON
  4. Create new project
  5. Paste configuration in new project's settings
  6. Manually recreate applications (they are not cloned)

Bulk Application Creation ​

When adding many similar applications:

  1. Set up project-level default settings
  2. Create first application with specific settings
  3. Use first application as template for others
  4. Adjust individual applications as needed

Project Templates ​

Save common project configurations:

  1. Configure a "template" project with ideal settings
  2. Export settings to JSON file
  3. When creating new projects, import the template
  4. Customize as needed

Troubleshooting ​

Cannot See Projects ​

Reason: You don't have access to the tenant

Solution: Ask an administrator to grant tenant access

Settings Not Applying to Applications ​

Check:

  1. Are application settings overriding project settings?
  2. Is the configuration syntax correct?
  3. View effective configuration in settings editor

Cannot Delete Project ​

Reason: Project contains applications

Solution: Delete all applications first, or use force delete option (if enabled)

See Also ​