A Project is a place in PlaidCloud to manage a set of functions and data objects that serve a business purpose. For example, a Project could be BOM_Build, which is a set of workflows, tables, data imports, and so on that all work together to build the Bill of Materials. A Project is used exclusively in data management and does not include the display of data through a dashboard.

Viewing Projects

Viewing authorized projects

Managing Projects

Create and Manage new projects

Managing Tables and Views

Organize and manage your tables and views

Managing Hierarchies

Create and organize your own workflow hierarchies

Managing Data Editors

Create and Edit table data though user interaction

Archive a Project

Create and Restore your project archives

Viewing the Project Log

View, sort and clear your project activities and assignments

Last modified November 27, 2023 at 12:56 PM EST: Restructured the file structure/a few changes (f6c58b8)