Create a Project

Create a project to hold your organization design scenarios, or copy an existing project.

Overview

A project is a container for one or more scenarios. A scenario is a single version of an organization design within that project. When you create a project:

• A snapshot of the latest data is stored as the baseline, which serves as the starting point for all scenarios created in the project. For more information about scenarios, see Create and Compare Scenarios.
• A default scenario is automatically created for you.

Create a project

1. On the navigation bar, click Organization Design > New project.
2. Type a name for the project.
3. Optional: If your administrator has set a default filter context for your organization, you can toggle the filters to refine your position scope in your project. Some toggles may be off by default depending on your loaded data.
4. Optional: Select one or multiple starting points. By default, you are designing for the entire organization. Selecting a starting point focuses your design on a specific branch of the organization. Selecting multiple starting points lets you view specific teams side by side.
5. Click Create.

Copy a project

Making a copy of a project carries over its custom checks, configurations, and baseline. However, comments and sharing settings are not carried over from the original project.

1. In the Organization Design room, click the Copy button next to a project.
2. Type a name for the project.
3. Click Create.