diff --git a/docs/manage-projects/platform-mgmt.md b/docs/manage-projects/platform-mgmt.md index f6d8439c752..c21fd1e79de 100644 --- a/docs/manage-projects/platform-mgmt.md +++ b/docs/manage-projects/platform-mgmt.md @@ -7,6 +7,36 @@ title: Project Management A `Project` on OpenFn is a shared workspace for a team or organization that contains their Workflows, Credentials and Collaborators scoped to that project. +## Managing Projects + +We introduced a `Projects` table in `v2.7.14` to help users manage their OpenFn +projects in a table view. This is the new page that you'll see everytime your +login to your OpenFn account. When users click `Projects` in the meanu sidebar, +you will see the list of projects where you have been granted a collaborator access. + +![Project Table](/img/projects-table.png) + +## Creating a new Project + +To create a new Project, follow the following steps: + +1. Log in into your OpenFn account or navigate to projects table by clicking + `Projects` on the breadcrumb if you're in a different project. +2. On the projects table, click on `Create project`. This will open a modal for + you to provide the details of the project. +3. Enter the `name` and `description` of the new project. +4. For users on cloud-hosted OpenFn, you'll be required to select a + `billing account` your new project should be billed to. + +:::info For cloud hosted users on app.openfn.org + +1. Projects in a billing account should have unique names. +2. New projects CANNOT be on a free plan. + +::: + +![Create a project modal](/img/create-project-modal.png) + ## Updating Project Information You can access your Project's information under `Settings` (see app menu diff --git a/static/img/create-project-modal.png b/static/img/create-project-modal.png new file mode 100644 index 00000000000..13c03ace6d7 Binary files /dev/null and b/static/img/create-project-modal.png differ diff --git a/static/img/projects-table.png b/static/img/projects-table.png new file mode 100644 index 00000000000..15ad8f8b1b2 Binary files /dev/null and b/static/img/projects-table.png differ