Projects

In Coalesce, your work is organized into Projects. It is similar to a folder on your computer that helps organize your work. Projects can be organized by purpose, department, or business area.

In the following example of a Coalesce Organization that has 5 Projects, 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.

Each project has its own set of deployable Environments, which can be used to test and deploy code changes to production.

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Git and Projects

It's a good idea to use one Git repository per project.

Create a New Project

1. Make sure you are on the Projects page. If you are on the Build page , select the back arrow.
2. Click the plus sign (+) next to Projects.
3. Fill out the Project Details.
4. Enter your Git repo URL.
   1. Coalesce supports many providers .
5. Then select a Git account to use. It should be able to view and make requests to the Git repo in the previous step.
6. If you don't a Git repo configured, then select Add New Account.
   1. Enter an account nickname. This will displayed in the interface.
   2. Enter the Git username and token.
   3. Enter the Author Name, which identifies the committer.
   4. Enter the Author Email, which identifies the committer email.
   5. Click Add.
   6. Select the Git account you just created in the drop down, then click Test Account.
7. Once successful, click Finish.
8. Now that you've added a Project, you need to add a Workspace .

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

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.

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.

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.