Overview
Projects in Kodexa bring together various resources to address specific unstructured data use cases. A Project is a container that organizes Document Stores, Data Stores, Data Definitions, and other resources into a cohesive workflow. Projects are designed to be flexible and adaptable to a wide range of data processing scenarios.
What is a Project?
A Project is a workspace where you organize and manage all the resources needed for a specific data processing use case. Each Project includes:
Document Stores - Storage for unstructured documents
Data Stores - Storage for extracted structured data
Data Definitions - Templates defining the structure of data to extract
Assistants - AI-powered tools that connect and automate workflows
Workspaces - Interactive environments for working with documents and data
Creating a New Project
To create a new Project:
Navigate to your Organization's homepage
Click the New Project button
Choose to create from a template or start from scratch
If using a template, select from the Project Marketplace
Enter a name and description for your Project
Project Templates
When creating a Project from a template, you'll see the Project Marketplace showing available templates. The templates available depend on your Organization's associated templates. Projects created from templates include a link in the Project Overview to learn about using that specific template.
Project Properties
Each Project has several configurable properties visible in the Project Overview:
Basic Information
Name - A unique identifier for your Project
Description - Optional details about the Project's purpose
Status - Set to Active, Archived, or None to organize Projects
Owner - The team member responsible for the Project
Notes - Additional information and documentation
Project Options
Projects include configurable options organized into two categories:
General Options - Standard configuration settings available to all users
Developer Options - Advanced settings including cloud models and embeddings for technical users
Working with Projects
Opening a Workspace
Projects provide access to Workspaces where you can interact with documents and data. Click the Open Workspace button in the Project Overview to launch the interactive workspace environment.
Managing Project Information
You can update Project properties at any time:
Navigate to the Project Overview or Project Management page
Update the Name, Description, Status, or Owner as needed
Changes are saved automatically
Deleting a Project
When deleting a Project, you can choose whether to:
Delete Project only - Removes the Project but keeps associated resources
Delete Project and resources - Removes the Project and all related Document Stores, Data Stores, and other resources
Note: Project deletion cannot be undone. Ensure you have backups of any important data before deleting.
Project Organization
Project Status
Use Status to organize your Projects:
Active - Projects currently in use
Archived - Completed or inactive Projects that may be referenced later
None - No specific status assigned
Project Ownership
Assign an Owner to clarify responsibility and facilitate collaboration. The Owner can be changed at any time through the Project Overview.
Next Steps
After creating a Project, you can:
Add Document Stores to upload and organize documents
Define Data Definitions to specify what data to extract
Create Assistants to automate workflows
Open Workspaces to interact with your documents
Configure Project Options to customize behavior