For a quick overview and setup instructions for your first Project, see the following video -

With Coalesce Projects, you can enjoy the flexibility to accommodate a wide range of business projects that involve managing and transforming data. This feature is especially useful when working with large organizations, where different users or departments may have varying needs and requirements for their data projects.

To give you an idea of how they work, consider the following example of a Coalesce Organization that has 5 Projects, including Data Foundations, Compliance, Campaign Analysis, Financial Analysis, and Revenue Operations.

Each Project in Coalesce is tied to a single git repository, which allows for easy version control and collaboration. Within a project, you can create one or multiple Development Workspaces, each with its own set of code and configurations. Additionally, each project has its own set of deployable Environments, which can be used to test and deploy code changes to production.

Overall, Coalesce projects provide a streamlined and organized way to manage data projects within an organization.

Upgrading to Projects

New Coalesce accounts created after the release of 6.0 will have Projects enabled by default. Existing Coalesce accounts will not automatically be upgraded to have this feature. If you'd like to have access, please reach out to our support team at [email protected] and they can enable the upgrade for you. The upgrade will take all existing Development Workspaces and migrate them to one default Project.

Creating a New Project

To create a new Project, click the plus icon on the Projects Dashboard and then follow the on-screen instructions. The video in the overview above shows how this works.

Copying Objects

As part of Projects, there is copy functionality than can make copying Nodes, Macros, Jobs, Subgraphs, and Storage Locations (excluding mappings) from one Workspace to another. Jobs and Subgraphs have their definition copied over, but the Nodes themselves will not be copied over. You can access it by clicking on the ellipsis next to an individual Workspace and follow the interface prompts from there.

Copying Objects

Copying Objects

Deleting a Project

To delete an existing Project, click the ellipsis next to the relevant one and select Delete Project. A confirmation window will appear, and once confirmed, the Project will be deleted.