Create projects create-projects

Projects in Analysis Workspace allow you to create and view business-critical analyses. These analyses can be shared with stakeholders inside or outside your organization.

  1. In Customer Journey Analytics, select Workspace.

  2. Select Projects in the left panel, then select Create project.

  3. Select Blank Workspace project to create your Workspace project using a browser.

    See Blank mobile scorecard for more information on how to create a Mobile scorecard project that you can share with other stakeholders using a mobile app. And see Guided analysis for more information on the various options available to create your guided analysis project.

  4. Select Create.

Now that you have created a Blank Workspace project, ensure you are familiar with the Analysis Workspace user interface. Once you are, you can build your project. To do so:

Example project

Project Info & Settings project-info-settings

Project settings provides project-level information on the currently active project.

The Project Info & Settings window.

Settings include:

Setting
Description
Project name
The name given to the project. You can double-click the name to edit it.
Owner
Project owner name
Last modified
Date of last modification to the project.
Tags
Lists any tags applied to a project for easier categorization.
Description
A description is useful for clarifying the purpose of a project. You can double-click the description to edit it.
Count repeat instances
Specify whether repeat instances are counted in reports. Note: this setting does not apply to Flow or Fallout visualizations.
Show annotations
Specify whether annotations are shown for this project or not.
Project color palette
You can change the categorical color palette used in Workspace, by choosing from out-of-the-box palettes that have been optimized for color blindness, or by specifying your custom palette. This feature affects many things in Workspace, including most visualizations.
View Density
Lets you see more data on the screen by reducing the vertical padding of the left panel, freeform tables and cohort tables.
Allow commenting

Note: This functionality is in the Limited Testing phase of release and might not be available yet in your environment. This note will be removed when the functionality is generally available. For information about the Customer Journey Analytics release process, see Customer Journey Analytics feature releases.

When this option is enabled, a comments area is available in the right rail of the project in Analysis Workspace. For more information, see Add and manage comments in projects.

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