--- title: "Projects" slug: "projects-2" updated: 2026-01-07T13:25:28Z published: 2026-01-07T13:25:28Z canonical: "help.symphonysummitai.com/projects-2" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Projects Within Integration Hub, a **Project** acts as a **logical container / workspace** for related integration work: Recipes (workflows), Connections (to external systems), Data Tables, Folders. Upon creating a Project you can manage the individual component in the Asset section of the project page. - [Create Project](/apex/docs/apex2-projects-integration-hub#create-project) - [Manage Project](/apex/docs/apex2-projects-integration-hub#manage-project) Once you create a Project, you can store and manage the following inside the Project: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Project(5).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Thus, Projects help you keep your integration artifacts organized, well-managed, and logically separated according to function, team, or use-case. ## Prerequisite Ensure you have been added as one of the user in the [Settings](/apex/docs/settings-2). ## Create Project A Project acts as a logical container where you can add Recipes, Connections, Data Tables and Folders. You can add these after a Project is created. To Create a Project, perform the following steps: 1. Log in to the Application. 2. Navigate to **Integration Hub** > **User** > **Projects** to create a Project. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Projects(4).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Projects 3. Click **Create Project** to configure the Integration Hub components. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/create proj1.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Create Project 4. Enter the details in the required fields. For more information, refer to the [Field Description](/apex/docs/apex2-projects-integration-hub#field-description). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Set Up Project.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Projects #### Field Description | Field | Description | | --- | --- | | Project Name | Enter a unique name for the project that explains its purpose. | | Project Description | Enter a brief description of the new project with the details that meet the project requirement. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/create proj.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) | Click **Create project** to create a project with the details entered in the fields. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cancel(11).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) | Click **Cancel** to return back to the projects page. | 1. Click **Create Project** to view the Project. 2. The Project window is opened enabling you to create other Integration Hub components withing the project. Hover on the icon next to the Project Name to view the user name(creator name). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/new proj.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Project 3. To manage the created project refer to Manage Project. ## Manage Project After a Project is created you must be able to add assets, deploy the project and configure general or project settings. - [Assets](/apex/docs/apex2-projects-integration-hub#assets) - [Settings](/apex/docs/apex2-projects-integration-hub#settings) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/assets and settigns.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Integration ### Assets Assets in Integration Hub are the core components stored inside a Project that collectively enable an integration to function. They include the building blocks used to design, execute, organize, and manage automation flows. - [Create Assets](/apex/docs/apex2-projects-integration-hub#create-assets) - [Manage Assets](/apex/docs/apex2-projects-integration-hub#manage-assets) #### Create Assets Upon creating the Project add assets such as Recipes, Connections and Data Tables to the project and manage them on the Asset page within the Integration Hub. Click **Create** dropdown and select from the following options. For more information click on the project components: 1. [Recipe](/apex/docs/recipe-2) 2. [Connection](/apex/docs/connection) 3. [Data Table](/apex/docs/data-table) 4. [Folder](/apex/docs/folder) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1765370306731.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Create Assets #### Manage Assets Assets will display the created Recipes, Connections, Data Tables and Folders in the Project. Once the Assets are added you can search the added asset on the search bar, Filter Assets based on Recipes, Connections, Data Tables and Folders. You can refine the search based on the Apps, Edited by, and Any Tag. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/new image.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) For more information on Assets page, refer to the following: **1 Search Bar** Search Bar consists of the following: - Search Assets - All assets - App - Edited by - Any Tag | Field | Description | | --- | --- | | Search Assets | Search the keyword for all the configured items with the Keyword in the list page is displayed. Example: Consider searching for word “**Jira**“ all the configured items with the **Jira** word is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Jira search.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Search Assets | | All assets | Search based on specific asset such as a Recipe, Connection or Data Table. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1765354619610.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: All Assets | | App | Select **App** from the dropdown search for a specific app within the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1765354670298.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: App | | Edited by | Select the User to view the Assets based on the user that has edited the assets. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1765354704452.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Edited by | | Any Tag | Click Any Tag dropdown and select the tags to refine the search result. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1765354744093.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Any Tag | **2 Sort by** Based on the search item you can sort the search result by: - Relevance - Latest Activity - Name(A → Z) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sort.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Sort by **3 Horizontal Ellipsis** Click ellipsis to view the other options as below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/asset options.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) - Rename - Apply Tag - Move - Delete **Rename**: Select **Rename** to rename the asset on the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/rename(6).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Rename **Apply Tag**: Select Apply Tag to create a new tag or manage existing tags. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/create tag.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Apply Tag Click add icon to ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/create tag 1.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) to create a new tag. Create Tag popup window is displayed. Enter the details and click **Create Tag**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/create tag 2.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Create new tag Click settings icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/settings1.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) to manage the tags. **Move**: You are enabled to move the asset to any other location across the projects. Select the **Location** and click **Move**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/move(1).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Move Asset **Delete**: Select Delete to remove the asset from the list page. popup message is displayed along with **Delete connection** and **Cancel** options. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/del(3).png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Delete Asset To view any asset, click on the configured asset in the Project. ### Settings The **Settings** section in an Integration Hub Project allows administrators to configure foundational controls that govern how the project behaves and how users interact with it. It is divided into two key areas: - General - Project Properties **General** The General properties include Project description and Project access. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/settigns.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: General Properties **Project description**: A text field used to define the purpose, scope, or functional summary of the project. This helps teams understand what integrations the project contains and how it should be used. **Project access**: Allows administrators to assign which user roles can access or manage the project. Available roles typically include - Admin, Analyst and Operator. **Project Properties** The **Project Properties** section allows teams to define custom key–value pairs that can be reused throughout recipes and integrations within the project. Enter **Property Name**, **Value** and click **+ Add new property**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Proj prop 1.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A21%3A57Z&se=2026-11-07T17%3A21%3A57Z&sr=c&sp=r&sig=bZu%2FxJWmIgrIon5F7NtLpblC4CTfnPqJE591%2FGB5r7s%3D) Figure: Project Properties Users can create custom configuration properties such as: - API keys - Environment variables - Endpoint URLs - Integration-specific constants These values can then be referenced in recipes, making automation more dynamic and maintainable.