> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/process-analysts/process-analysis-and-simulation/process-mining/creating-and-managing-projects.md).

# Creating & Managing Projects

Create and maintain projects to establish a reliable foundation for ongoing process analysis.

In the **Process Mining** application, projects function as the central workspace for organizing data and generating process insights.

***

## Interactive Tour

Start with the interactive walkthrough to learn how to create and configure a project.

{% @howdygo/embed url="<https://app.howdygo.com/share/991fe901-fa62-46dc-8c9e-0d42c65820a8>" fullWidth="true" %}

***

## Creating a New Project

Follow the steps below to create a new project:

{% stepper %}
{% step %}

### Start New Project

Click **New** in the top-right corner of the workspace. This opens the **Module Panel**, where you will configure your project.

***

{% endstep %}

{% step %}

### Enter Project Details

In the **Module Panel**, provide the following information:

* **Project Name** *(required)*: Enter a clear, descriptive name that reflects the purpose or scope of the project.
* **Project Description** *(optional)*: Provide a brief summary, including objectives, data sources, or other relevant context.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fh5myrGEJFjduNq2UIgs8%2FIMS-V16-Apps-PM-Create-1.png?alt=media&amp;token=0de0f1f5-01fe-4f3f-a681-ca37d1f1cea9" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Upload Data File

Upload the event log file that will serve as the foundation for your process analysis.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FaM83XYL4sf9reCClpg8l%2FIMS-V16-Apps-PM-Create-1-2.png?alt=media&amp;token=eeeb2cc7-60d2-4e8c-b160-d1f97c1520e2" alt="" width="563"><figcaption></figcaption></figure>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

#### <i class="fa-upload">:upload:</i>  Upload Methods & Management

You can upload your file in either of the following ways:

* Click **Browse Files** and select a file from your device
* Drag and drop the file into the designated upload area.

{% hint style="danger" %}

#### Supported Formats & Limits

* **Formats:** `.csv`, `.xls`, `.xlsx`
* **Size Limitations:**
  * **CSV:** Maximum 5 million lines.
  * **XLSX:** Maximum 1 million lines (Excel’s standard limit).
    {% endhint %}

If the file contains multiple sheets, a dropdown will appear for selecting the sheet to import.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FwyzY98p4jn2gAd0cND4i%2FIMS-V16-Apps-PM-Create-1-1.png?alt=media&amp;token=a4b9c3bd-9db4-46e1-a937-7d1c576f697e" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
To replace the uploaded file, click the **Delete** ( <i class="fa-trash-can">:trash-can:</i> ) icon and upload a new one.
{% endhint %}

***

{% endstep %}

{% step %}

### Proceed to Next Step

After entering the project details and uploading the file, click **Continue** (bottom-right) to proceed.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F9IRGmk6bhURAzB8GI7ET%2FIMS-V16-Apps-PM-Create-2.png?alt=media&amp;token=2fe6b17d-c281-4bd2-a2c8-9c72901bca52" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Match Your Data

Map the required fields to the corresponding columns in your dataset:

* **Case ID**
* **Activity**
* **Start Time**

Each field includes a dropdown menu populated with the column headers from your file.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FgRKYwVAGcSuepI5bklDB%2FIMS-V16-Apps-PM-Create-3.png?alt=media&amp;token=8548de3b-7b67-484c-b076-80b0e8f88286" alt=""><figcaption></figcaption></figure>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

#### <i class="fa-circle-plus">:circle-plus:</i>  Add Properties (Optional)

To include additional fields (e.g., **Cost**, **Duration**), click **Add Property**.&#x20;

{% hint style="warning" %}
These optional fields enable more detailed filtering and visualizations but are not required to generate a process map.
{% endhint %}

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

#### <i class="fa-eye">:eye:</i>  Preview Imported Data

To review the file structure, click **Preview Imported Data**. This displays the first 10 rows of the dataset, including all columns.

* Use the scrollbars to navigate the table.
* Click **Hide Preview** to return to the panel view.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FOrgd7IJD2JtU70DaNUa7%2FIMS-V16-Apps-PM-Create-3-1.png?alt=media&amp;token=28755312-ba80-4670-a465-5a3d4e46f8fa" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Create Project

Once all required fields are mapped, click **Create Project** to complete setup.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FZEhChrrtorORQYVe9ZkH%2FIMS-V16-Apps-PM-Create-4.png?alt=media&amp;token=da414f2b-b4fe-4269-97fe-02b31a115c90" alt=""><figcaption></figcaption></figure>

The system will process the data and generate interactive visualizations for exploration and analysis.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FaOuNTWVc5r8sVvhUpKo1%2FIMS-V16-Apps-PM-Create-5.png?alt=media&amp;token=2f08e672-c228-4d89-8970-0a24caf7ff98" alt=""><figcaption></figcaption></figure>

***

{% endstep %}
{% endstepper %}

{% hint style="info" %}

#### Navigation Controls

* **Cancel** — Exit setup. Unsaved changes will be discarded.
* **Back** — Return to the previous step in the setup.
  {% endhint %}

***

## Managing Existing Projects

After creation, projects appear on the application home screen. You can manage each project using the **More Options** ( <i class="fa-ellipsis-vertical">:ellipsis-vertical:</i> ) menu on its card.

{% hint style="danger" %}
Management actions are available only to users with the appropriate permissions.
{% endhint %}

{% stepper %}
{% step %}

### Editing Projects&#x20;

Projects can be updated in two ways, depending on the type of change required.

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

#### <i class="fa-circle-info">:circle-info:</i>  Edit Project Information

To modify descriptive details:

* From the menu, select **Edit Project Info**.
* In the **Edit Project Info** dialog:
  * **Project Name** *(required)*: Enter a new or corrected name.
  * **Project Description** *(optional)*: Add, modify, or remove text.
* Click **Save**.

Changes take effect immediately and are recorded in the audit log with a timestamp.

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

#### <i class="fa-table-cells">:table-cells:</i>  Edit Project Dataset

To merge new or revised records into a project, you can update the dataset **manually** or **automatically**.

**Manual Upload**

Projects can be updated on-demand by uploading a file directly from your computer.

* From the menu, select **Update Data**.
* Upload a file that matches the original dataset structure (same columns and data types).
* Click **Update**.

The system validates the file before merging:

* If the structure does not match, the upload is rejected and an error message is displayed.
* If validation succeeds, the data is merged into the existing dataset.

**Automatic Upload (Folder or SFTP)**

Projects can also stay up-to-date automatically by fetching files from a designated folder or SFTP server.

* Configure a local folder or SFTP server as a data source for the project.
* Place new or updated CSV files in the configured location.
* The system periodically fetches these files and automatically applies the same validation and merging rules as for manual uploads.

{% hint style="info" %}

#### How Updates Are Applied

Updates are processed incrementally:

* **New Rows** → Added
* **Matching Rows** (same primary key) → Updated
* **Missing Rows** → Ignored (not deleted)
  {% endhint %}

{% hint style="warning" %}
Updating the dataset may significantly affect all generated analyses and visualizations.
{% endhint %}

***

{% endstep %}

{% step %}

### Deleting Projects

To permanently remove a project and all associated data:

* From the menu, select **Delete**.
* In the confirmation dialog, click **OK** to proceed or **Cancel** to keep the project.

A notification indicates whether the deletion was successful.

***

{% endstep %}
{% endstepper %}

***

## Next Steps

After creating or updating a project, you can continue with the following:

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Analyzing Projects</strong></td><td>Explore your project using multiple views, apply filters to focus your analysis, and review metrics to understand process behavior and performance.</td><td data-object-fit="cover"><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FxOibPfUEmP9kYmkvGmx5%2FIMS-V16-NAV-Library-Icons-37.png?alt=media&amp;token=9cf77799-f9bd-438f-bd38-842d16985abb">IMS-V16-NAV-Library-Icons-37.png</a></td><td><a href="/interfacing-help-files/process-analysts/process-analysis-and-simulation/process-mining/analyzing-projects.md">Analyzing Projects</a></td></tr><tr><td><strong>Simulating Scenarios</strong></td><td>Simulate process changes to evaluate potential outcomes and performance impacts.</td><td data-object-fit="cover"><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FJw3sQZPn22eZHZjWEBNW%2FIMS-V16-NAV-Library-Icons-38.png?alt=media&amp;token=6ea06371-004b-42d9-b20a-f5ff6ca3dce7">IMS-V16-NAV-Library-Icons-38.png</a></td><td><a href="/interfacing-help-files/process-analysts/process-analysis-and-simulation/process-mining/simulating-scenarios.md">Simulating Scenarios</a></td></tr></tbody></table>


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