Documentation / Projects

Projects

Managing Projects

When to create a project, what belongs inside it, and how to keep review work organised.

Create one project for a client, business unit, workload group, or Azure estate that should share review history.

Projects list

What matters

A project contains:

  • reviews
  • saved Azure connections
  • templates
  • schedules
  • report history

Use projects to keep scope and history understandable over time.

Create a project when

  • the work belongs to a distinct client or estate
  • reviews should be compared over time
  • access, templates, or schedules need to be reused
  • report history should stay grouped together

Do not create a new project for every rerun of the same estate.

Check the result

The project should have a clear name and enough context that another operator can tell what it covers.

If a future review would use the same scope and audience, it probably belongs in the same project.

Avoid

  • mixing unrelated clients or estates in one project
  • creating separate projects for monthly reviews of the same scope
  • using vague names like Test or Azure Review