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Projects

In Coalesce, your work is organized into Projects. It's 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.

 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.

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

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

Create a New Project

  1. Go to the Project page. If you are on the Build page , click the back arrow.

  2. Click the plus sign(+) next to Projects.

    Projects interface showing 'Default Project' with two workspaces: Development (branch: main) and Docs Testing (branch: understanding_commits). Each workspace has Launch button and settings icons. Top navigation includes Project Settings and Create Workspace options.
  3. Enter the Project name and description. Click Next.

    Project creation form (Step 1 of 3) showing required Name field with validation error and optional Description field. Navigation buttons for Previous and Next steps shown at bottom.
  4. Enter you version control repository URL. You can Skip and Create to start using the project, but you won't be able to deploy.

    1. Coalesce supports many providers.
    Version control setup page (Step 2 of 3) for Coalesce project creation. Shows required Git repository URL input field with explanation that repository will be shared across workspaces and users. Includes 'Skip and Create' option and Previous/Next navigation buttons.
  5. Then select an account to use. It should be able to view and make requests to the Git repo in the previous step.

    Git account configuration page (Step 3 of 3) showing repository URL, Git account dropdown set to 'Coalesce Docs', and options to add new account or test existing account. Includes Previous and Finish buttons.
  6. If you don't a repo configured, then click Add New Account.

    1. Enter an account nickname. This will displayed in the interface.
    2. Enter the Git username and token. This will be either the GitLab, Git, Azure, or Bitbucket App Password.
    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.

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. Learn more in When To Use Copy Objects, Duplicate, or Create New Project.

Select the three dots next to the launch button to bring up the copy menu

Deleting a Project

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

Select the three dots next to the launch button to bring up the delete menu