Projects
A project is the unit of work in PlaidCloud. Each project owns its own data, workflows, dimensions, and audit history. Projects don’t share state with each other — they’re isolated, which makes them the natural boundary for separating distinct analyses, business processes, or data products.
Most teams start with one project per analytical area: a project for headcount cost allocation, another for revenue analysis, another for monthly close — whatever maps to how your team thinks about its work.
What’s in This Section
Section titled “What’s in This Section”- Manage projects — create, configure, and organize projects in your workspace
- View projects — find and open existing projects
- Manage hierarchies — folder structure for organizing many projects
- Manage tables and views — the data layer inside a project
- Manage data editors — who can modify project data
- View the project log — audit trail of changes
- Archive a project — preserve completed work without deleting
- Compare and merge projects — diff two projects and selectively copy changes between them
Related
Section titled “Related”- Concepts — how projects relate to workspaces, members, and the broader data model
- Workflows — the automation primitive that lives inside a project
- Access management — workspace-level controls that govern who can see and edit projects