Project basics How-To

How to create a project

Learn how to start a new project, choose the right workspace, name the project clearly, and continue into the setup steps for your scenario, inputs, runs, and results.

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Guide details

Audience

Product users

Time

4 minutes

What this guide covers

Learn how to start a new project, choose the right workspace, name the project clearly, and continue into the setup steps for your scenario, inputs, runs, and results.

Start a new project in the right workspace

Name the project clearly

Understand the project scope and setup

Continue to scenario and data setup

Keep your work organized and easy to find

Project concepts

Understand projects and scenarios

Before creating a project, it helps to understand how MAG OptiAI organizes work. A project is the main container for your work, while scenarios are the variants or alternatives you test inside that project.

What is a project?

A project is the top-level container for your work inside a MAG OptiAI workspace. It can contain multiple scenarios, saved runs, inputs, and related results.

Project vs scenario

Use a project to organize a larger body of related work. Use a scenario to represent a specific setup, assumption, or alternative inside that project.

Create a new project when

You are planning a different site, department, or operation; starting a separate scheduling or planning case; or need a clean project history for a new planning problem.

Create a new scenario instead when

You want to test a different assumption, compare a baseline with an alternative, or keep multiple versions under the same project.

Step by step

Follow the task path

Each step gives you the action, the reason it matters, and the visual state to look for before continuing.

Step 1

Open the right workspace

Project workflowProduct users

Start inside the product workspace that matches the work you want to create. Project creation begins from the Project step inside the selected workspace.

Workspace project setup area before a project is created. — Open the workspace first, then use the Project step to create or select the saved project scope.

Step 2

Create a new project

Project stepProduct users

In the Project step, click Create project to start a new saved project. A project keeps related scenarios, runs, and results together inside the same workspace.

Project setup form in a workspace. — Create a project when you want to save related scenarios, runs, and results under one workspace.

Step 3

Name the project clearly

Project nameProject users

Enter a clear, business-readable project name before creating the project. Use a name that identifies the site, team, planning cycle, or operational case so the project is easy to find later.

Project details form with naming and scope fields. — A clear project name helps users identify the saved work later in My Work and inside the workspace.

Step 4

Continue to scenario setup

Scenario setupProduct users

After the project is created, continue to the Scenario step. The project now acts as the saved scope for related scenarios, runs, and results inside the selected workspace.

Workspace showing project setup ready and scenario setup available. — Once the project is ready, continue to Scenario to begin defining the specific setup or run case.

Tips

Create a new project when your work needs a separate saved workspace history.

Use a project name that makes sense months later in My Work.

Use scenarios for alternatives inside one project instead of creating a new project for every small test.

Related how-to guides

Continue with nearby tasks in the same category.

How to manage or archive a project

Review existing projects, reopen saved work, rename a project when needed, and archive projects you no longer want to keep active in workspace lists.

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