---
title: Manage projects
slug: n7ef0517
canonical_url: https://docs.coveo.com/en/n7ef0517/
collection: manage-an-organization
source_format: adoc
---
# Manage projects
--
![Example of resource groupings into projects | Coveo](manage-an-organization/projects-vs-resources.png)


When you want to build a search solution for a specific business scenario, you have to create various [resources](https://docs.coveo.com/en/2820/) in the [Coveo Platform](https://docs.coveo.com/en/186/).
These resources help you fetch, [index](https://docs.coveo.com/en/204/), and display the content that matches your users' queries.

For example, suppose you want to implement a search feature for a public website.
You would start by creating a [source](https://docs.coveo.com/en/246/) that crawls and indexes the web pages you want to make searchable.
Then, you might design a Coveo [hosted search page](https://docs.coveo.com/en/1656/) and embed it into your website using a [component](https://docs.coveo.com/en/atomic/latest/usage/manage-project/use-hosted-page/).
To ensure that your search page returns the most relevant results, you would also configure a [query pipeline](https://docs.coveo.com/en/180/) and connect it to an [Automatic Relevance Tuning (ART)](https://docs.coveo.com/en/1013/) machine learning [model](https://docs.coveo.com/en/1012/).
Finally, you would want to create a [report](https://docs.coveo.com/en/266/) to monitor your search implementation relevance [metrics](https://docs.coveo.com/en/263/).

As you work on different business scenarios, your [Coveo organization](https://docs.coveo.com/en/185/) will contain more and more resources.
It can be hard to keep track of all the resources that are involved in a particular solution, for example when you're dealing with multi-market, multi-language, or multi-brand setups.
That's why you can use projects to group related resources and manage them more easily.
--

## Benefits

There are many benefits to grouping related resources into projects and leveraging the [**Projects**](https://platform.cloud.coveo.com/admin/#/orgid/organization/projects/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/organization/projects/)) page of the [Administration Console](https://docs.coveo.com/en/183/):

* You get a managerial viewpoint of your Coveo implementations and dependencies across resources.
For example, a search page that depends on a specific source.

* Projects let you specify and identify a [point of contact](#point-of-contact) associated with a given implementation.

* Resources within a project are easy to navigate to.

## Supported resource types

Projects currently support the following resource types:

[cols="2,2,3"]
|===
|Resource type|Project type|Additional information

|[Analytics reports](https://docs.coveo.com/en/1674/)
|General
|Links in a project lead to the given report page, but don't filter the report to only show events for that project.

|[Crawling modules](https://docs.coveo.com/en/3260/)
|General
|

|[Extensions](https://docs.coveo.com/en/3394/)
|General
|

|[Fields](https://docs.coveo.com/en/1833/)
|General
|

|[Machine learning models](https://docs.coveo.com/en/3372/)
|General
|

|[Query pipelines](https://docs.coveo.com/en/1611/)
|General
|

|[Search hubs](https://docs.coveo.com/en/o7qa1002/)
|General
|The [search hub](https://docs.coveo.com/en/1342/) is typically set in your search interface (for example, using the `search-hub` attribute of the [`atomic-search-interface`](https://docs.coveo.com/en/atomic/latest/reference/components/atomic-search-interface//) component, or using the **Name** of an [IPX](https://docs.coveo.com/en/3160#create-an-ipx-interface)).

|[Search pages](https://docs.coveo.com/en/1656/)
|General
|

|[Security providers](https://docs.coveo.com/en/1527#security-identity-provider)
|General
|Security providers are created automatically upon creating a [Coveo organization](https://docs.coveo.com/en/185/) (for example, the `Email Security Provider`) or on the first [build](https://docs.coveo.com/en/2712/) of a [secured source](https://docs.coveo.com/en/2093/) (for example, the `Expanded Sitecore Security Provider`).

|[Sources](https://docs.coveo.com/en/3390/)
|General
|

|[Case assists](https://docs.coveo.com/en/l2bg0226/)
|Service & Support
|

|[In-Product Experiences (IPX)](https://docs.coveo.com/en/n4da1015/)
|Service & Support
|

|[Insight Panels](https://docs.coveo.com/en/2898/)
|Service & Support
|

|[Catalogs](https://docs.coveo.com/en/n8of0593/)
|Commerce
|

|[Properties](https://docs.coveo.com/en/o7vh0012/)
|Commerce
|

|[Storefront associations](https://docs.coveo.com/en/o48e0216/)
|Commerce
|
|===

## Project management

--
![Actions on projects | Coveo](https://docs.coveo.com/en/assets/images/manage-an-organization/add-edit-view-delete-project.png)


The [**Projects**](https://platform.cloud.coveo.com/admin/#/orgid/organization/projects/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/organization/projects/)) Administration Console menu item brings up the **Create a project for each use case** page when you have no projects in your Coveo organization.
Otherwise, the list of existing projects is displayed.

Provided you have the [required privileges](#required-privileges), you can:

1
[Add a project](#add-or-edit-a-project)

2
[View selected project](#view-a-project)

3
[Edit selected project](#add-or-edit-a-project)

4
[View activity on selected project and its resources](#view-activity)

5
[Copy the selected project ID to your clipboard](#copy-the-project-id-to-your-clipboard)

6
[Delete selected project](#delete-a-project)

When [adding a project](#add-or-edit-a-project), a wizard guides you to [populate project settings](#project-settings) and [associate resources](#associate-resources) with the project.
--

### Add or edit a project

When [adding or editing](#project-management) a project, you can [edit project settings](#project-settings), [associate resources](#associate-resources), and [disassociate resources](#disassociate-resources).

#### Project settings
The project settings are:

##### Type
Select the type of business solution this project is associated with.
The value you select is strictly for identification purposes.

##### Name
Enter a meaningful name that helps you recognize your project.

##### Description
Describe the project in one or two sentences.

##### Point of contact
Enter the email of the person in charge of this project.

#### Associate resources

In the **Resources** step of project creation or on the **Resources** tab when editing a project, you can associate resources with the project.

[.float-group.list-float]
--
![Adding a resource to a project | Coveo](https://docs.coveo.com/en/assets/images/manage-an-organization/adding-resource-to-project.gif)

. In the left menu, select the resource type.
The list of resources of the selected type appear in the main panel.

. Select the resources you want to associate with the project.
The selected resources appear in the **Added resources** panel on the right.

. Repeat the previous steps to add resources of other types.

. Click **Create** or **Save**.
--

> **Note**
>
> You can create an empty project and add resources later.
> However, a project is only considered complete when resources have been added to it.

#### Disassociate resources

In the **Resources** step of project creation or on the **Resources** tab when editing a project, you can disassociate resources from the project.

[.float-group.list-float]
--
![Removing a resource from a project | Coveo](https://docs.coveo.com/en/assets/images/manage-an-organization/removing-resource-from-project.gif)

. In the **Added resources** panel on the right, click the resource type of the resource you want to disassociate.
The list of resources of the selected type is displayed.

. Click [remove] next to the resources you want to disassociate.

. Repeat the previous steps to disassociate resources of other types.

. Click **Create** or **Save**.
--

### View a project

When [viewing](#project-management) a project, you can view and [navigate to its resources](#navigate-to-resources).
You can also access project management actions (that is, **Edit**, **Delete** and **View activity**) through the upper-right **Manage project** button.

#### Navigate to resources

In the project view mode, you can navigate to the resources associated with the project.

[.float-group.list-float]
--
![Navigating to a resource | Coveo](manage-an-organization/navigate-to-resource.png)

. Select the **Resources** tab.

. In the left menu, select the resource type.
The list of resources of the selected type appear in the main panel.

. Click the specific resource you want to navigate to.

. Above the list of resources, click **View**.
--

> **Note**
>
> If resources associated with the project have recently been deleted, a note will appear when you select the associated resource type.
> Click the **See activity** button in the note to review the latest [activities](https://docs.coveo.com/en/1969/) on the deleted resources.

### View activity

You can [view recent activities](#project-management) on a project and its associated resources from the [**Projects**](https://platform.cloud.coveo.com/admin/#/orgid/organization/projects/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/organization/projects/)) page.

### Copy the project ID to your clipboard

You can [copy the project ID to your clipboard](#project-management) from the [**Projects**](https://platform.cloud.coveo.com/admin/#/orgid/organization/projects/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/organization/projects/)) page.
This is useful when making [Coveo Platform API](https://platform.cloud.coveo.com/docs?urls.primaryName=Workspace) requests that require the project ID.

### Delete a project

You can [delete](#project-management) a project from the [**Projects**](https://platform.cloud.coveo.com/admin/#/orgid/organization/projects/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/organization/projects/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/organization/projects/)) page.
Deleting a project doesn't delete its resources.

## Filter resources by project

The project filter, located in the page header, allows you to scope the [Administration Console](https://docs.coveo.com/en/183/) to the resources associated with the selected project.
In addition, the project filter contains a [project creation shortcut](#add-or-edit-a-project).

![Project filter | Coveo](https://docs.coveo.com/en/assets/images/manage-an-organization/project-filter.png)

Project filtering applies to the list pages of the [supported resource types](#supported-resource-types).
On pages showing resources that don't support project filtering, a note appears at the top of the page: `Project filtering doesn't apply to this panel.`

## Required privileges

The following table indicates the privileges required to perform actions relative to projects.
See [Manage privileges](https://docs.coveo.com/en/3151/) for details on how privileges work and [Privilege reference](https://docs.coveo.com/en/1707/) for further information on each privilege.

[Attributes]
|===
|Action |Service - Domain |Required access level

.2+|View projects
|Organization - Organization
|View

|Organization - Projects
|View

.2+|View resources within a project
|Organization - Organization
|View

|The domain corresponding to the given resource
|View

.2+|View project activity
|Organization - Organization
|View

|Organization - Activities
|View

.2+|Add, edit, or delete a project
|Organization - Organization
|View

|Organization - Projects
|Edit
|===

> **Important**
>
> A member with the **View** access level on the **Activities** domain can access the [Activity Browser](https://docs.coveo.com/en/1969/).
> This member can therefore see all activities taking place in the organization, including those from Coveo Administration Console pages that they can't access.