Active project and project creation

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Goal

This page explains how to select the active project, create a project and verify that Knowledge, Agents, PM Documents and AI Log use the right context.

Select an active project

1. Open the project switcher in the top bar.
2. Search for the project if the list is long.
3. Select the project.
4. Confirm that the project name appears in the top bar.
5. Open Dashboard or Workspace to confirm the data matches.

Create a project

1. Open Projects.
2. Select Create project if the button is available.
3. Enter name, description and required settings.
4. Choose the default data language if shown.
5. Add additional languages only when the project sources need them.
6. Save the project.
7. Confirm that it can be selected as the active project.

Key concepts

Concept	Meaning
Active project	Current operational context for project pages
All projects	Scope limited to projects the same account can already access
Locally remembered project	Browser-local preference that may differ across devices

Common issues

Symptom	Likely cause	Recommended action
Create button missing	Insufficient role	Ask for the required role
Project not visible	You are not a project member	Ask the Project Owner
Pages stay empty	No active project	Select the project in the top bar
Data does not match	Wrong active project	Switch project and reload