Projects are the workspaces where your people and AI agents collaborate. Each project lives inside an organization and brings together a team, a budget, and an overview of how everyone connects. Open the Projects plane from the plane switcher in the top header.
The Projects plane pairs a searchable project list with a per-project workspace — here the Customer Insights Platform project, scoped to the active Acme Corporation organization.
How projects fit in
A project always belongs to one organization, and the active organization scopes which projects you see. Switching organizations in the header switcher reloads the Projects plane for the newly selected organization.
- Organization → projects — you need at least one organization before you can create a project. If your tenant has no organizations yet, the Projects plane prompts you to Create an organization in Settings first.
- One workspace per project — selecting a project opens its workspace, where the Overview, Team, and Budget tabs live.
- Team and budget — every project tracks the people and agents working on it (the Team tab) and an optional spending budget.
Projects are scoped to the active organization. If the project list looks wrong, confirm which organization is active in the header org switcher — see Organizations for how the active organization works.
Browsing projects
The Projects sidebar lists every project in the active organization. Use it to search, switch between projects, and start a new one.
- Search — type in the Search projects… box to filter the list by name.
- Recent and All projects — the most recently updated projects appear at the top; the rest are grouped under All projects.
- Status at a glance — each entry shows the project name, when it was last updated, and a status badge (Active, Paused, or Archived).
- Select a project — click any project to open its workspace on the right.
When the active organization has no projects yet, the workspace shows an empty state with a New project button to create your first one.
Creating a project
Click the + button next to the Projects heading in the sidebar (or the New project button in the empty state) to open the create dialog.
New projects are created in the current organization; you set the status and budget afterward by editing the project.
Open the create dialog. Click + in the Projects sidebar. The dialog notes that the project is created in the current organization.
Name the project. Enter a Name — this is required and identifies the project throughout the workspace.
Add a description (optional). Use the Description field for a short summary of what the project is for.
Create. Click Create. The new project is added, selected automatically, and opens to its Overview tab.
New projects start as Active with no budget. To set a status or allocate a budget, edit the project after creating it.
Project fields
| Field | Description | Required |
|---|---|---|
| Name | The project's display name, shown in the sidebar and workspace header | Yes |
| Description | A short summary of the project's purpose | No |
| Status | Active, Paused, or Archived — set when editing (new projects default to Active) | Set on edit |
| Budget total (USD) | An optional spending allocation for the project — set when editing | Set on edit |
The project workspace
Selecting a project opens its workspace. The header shows the project name and status, its description, and Edit and Delete actions. A stats strip summarizes the People & agents count, Interactions, and Budget usage. Below, three tabs organize the work.
Overview tab
The Overview tab summarizes how the project is staffed and connected.
- Project relationships — a summary of how many People, Agents, and Models are on the project, plus the number of reporting lines across the team. Add members on the Team tab to populate it.
- People and Active agents — headline counts for the project's team.
- Resources, Open tasks, and Recent activity — marked Coming soon; these surfaces will populate in a future release.
Budget tab
The Budget tab tracks spending against the project's allocation.
When a budget is set, the Budget overview shows how much of the allocation has been used and how much remains.
When a budget is allocated, the Budget overview shows the amount used against the total, a Utilization bar with the percentage consumed, and the remaining balance. If usage exceeds the allocation, it reports how far the project is over budget. If no budget is set, the tab prompts you to edit the project to allocate one.
The budget total is the only budget value you set directly. Usage accrues automatically as the project's agents and people consume the platform, so the utilization bar reflects real activity rather than a manual figure.
Editing a project
Click Edit in the project header to open the edit dialog. Editing is where you set the project's status and budget.
The edit dialog adds Status and Budget total (USD) on top of the name and description.
The edit dialog exposes these fields:
| Field | Description |
|---|---|
| Name | The project's display name (required) |
| Description | A short summary of the project's purpose |
| Status | Active, Paused, or Archived |
| Budget total (USD) | The spending allocation, in US dollars. Must be zero or a positive number; leave blank for no budget |
Click Save changes to apply. If you enter a negative budget, AskRAI reports Budget total must be a positive number — correct the value and save again.
Project status
| Status | Meaning |
|---|---|
| Active | The project is in normal use |
| Paused | Work is temporarily on hold |
| Archived | The project is retired but retained for reference |
Deleting a project
Click Delete in the project header to open a confirmation dialog. Deleting a project is permanent, so AskRAI asks you to confirm.
Deleting a project permanently removes it and cannot be undone. The confirmation dialog names the project and warns that it will be permanently deleted — make sure you have selected the right project before confirming.
Troubleshooting
| Symptom | Likely cause | Resolution |
|---|---|---|
| No organizations yet appears instead of projects | The tenant has no organizations, which projects require | Create an organization under Settings → Organizations, then return to Projects |
| The project list is empty or unexpected | A different organization is active | Confirm the active organization in the header org switcher — the list is scoped to it |
| Budget total must be a positive number | A negative value was entered in the edit dialog | Enter zero or a positive number, or clear the field for no budget |
| The Budget tab shows no usage | No budget total has been allocated | Edit the project and set a Budget total (USD) |
Related pages
- Team — add people and AI agents to a project and map how they report to one another
- Organizations — the organizations that contain your projects and scope the Projects plane
- Users, Roles & Groups — manage the directory of people you can assign to projects