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A project is the primary container for work in Summation. It holds your data connections, files, reports, dashboards, decks, and chat threads with Addison. Almost everything you do in Summation happens inside a project, so creating (or picking) the right project is usually the first step.
A project workspace titled 'Sample Test Project' with an empty 'Add description...' field and a 'Start a new chat in Sample Test Project' composer at the top. Below, a file browser lists folders (Data Context, Dashboards, .claude) and files including 'Another Test Dashboard.sdash' and 'Sample Dashboards.sdash' dashboards and a 'Sample Test Deck.sdeck' deck, in a table with Name, Created by, Created at, and Last modified columns. The top-right has a Create button, an Import button, a search box, an All Files filter, and an invite (+) control next to a collaborator avatar.

A sample project home page named 'Sample Test Project'

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What’s in a project

Reports, dashboards, and decks are stored as Summation document files — the extension in parentheses is what you’ll see in the file browser and when working via the API: What’s scoped to what. Chat threads, reports, dashboards, decks, and uploaded files belong to the project — create one here and it isn’t visible from another project. Tables and views are tenant-wide: you attach existing ones to control what Addison can see here — an empty project catalog means Addison has no data context — but they live outside any single project. Knowledge is shared organization-wide, so the same context applies everywhere Addison works.

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Default project

Every user has a default project named “My Project”. When you chat with Addison, the project picker on the composer sets which project the conversation reads from and writes to; search and pick one. If you don’t pick a project, the chat uses your default project, and everything it generates (reports, dashboards, files) is saved there. The default project is exempt from the project-management actions on this page: its row in the list shows no ⋯ menu, its workspace shows a disabled lock in place of the project-actions menu, and the delete API returns 403 (“Only standard projects can be deleted”).
The Home page at /home ('Good day, Steven'). Addison's composer has a project picker open — a searchable list of projects: My Project (with a lock icon and a checkmark marking it as the current default), Untitled Project, Sample Test Project, Steven Test Project, and more. The picker sets which project the chat uses; a Recent Projects list with a View all link is visible behind it.

Pick which project a chat uses from the composer

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Find and open a project

Your projects are listed at /projects; recent ones also appear on /home. Click a project to open its workspace at /projects/{projectId}. Right-click any project in the list to Open in new tab, Pin it to the top, Rename, Duplicate (copy), Share, or Delete it.
The /projects list with a right-click context menu open on the 'Sample Test Project' row, showing: Open in new tab, Pin, Rename, Duplicate, Share, and Delete (in red).

Right-click a project in the list to manage it

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Create a project

Go to /projects and click New Project (top-right). This immediately creates a project named Untitled Project — there’s no dialog — and drops you into its workspace with the title in inline-rename mode, ready for you to type a name.
The Projects page at /projects listing projects (My Project, Analytics, Dashboards). My Project shows a lock icon indicating it is private; Analytics and Dashboards show collaborator avatars on the right. The New Project button is in the top-right, with a search box below it.

The Projects page

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Rename or edit a project

Click the project title at the top of the workspace — a Click to rename tooltip appears; type the new name, and edit the “Add description…” field below it. Changes apply immediately across the product.
A project titled 'Untitled Project' with a 'Click to rename' tooltip above the title and an 'Add description...' field below it.

Click the title to rename

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Delete a project

Open the ⋯ menu in the top-right toolbar and choose Delete. This is a soft delete: the project is removed from your workspace (the confirm dialog notes it clears the project’s chats, files, and workflows), but the underlying files and data are retained on the backend rather than erased. Tables and views (tenant-wide) and Knowledge (organization-wide) aren’t scoped to the project, so neither is affected.
The top-right toolbar ⋯ menu open next to a 'Data Connections' button, showing options: Rename, Share, Delete (in red), and Open Context Atlas.

The project actions menu (top-right ⋯)

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Collaborators

Open the Share dialog from the ⋯ menu in the workspace’s top-right → Share (or by right-clicking a project in the list → Share). The dialog controls who can open the project and what they can do.
The Share dialog for a project titled 'Sample Demo Project'. At the top, an 'Add member by name or email' field with a role selector defaulting to Editor and a Send button. A 'General access' row reads 'Anyone in The Playground can edit' with a dropdown and '43 users'. A 'People with access' list shows two members with avatar initials, one with the Manager role and one with an Editor role dropdown. A 'Copy link' action is at the bottom-right.

The Share dialog

Roles. Each person you add gets one role:General access. Beyond the people you invite individually, you can open a project to everyone in your organization:

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Import

Bring data into a project with + Import in the workspace’s top-right — either Upload Files or Data connections.
Upload files. Add local files — CSV, Excel, PDF, PowerPoint, and more. Uploaded files are scoped to this project.
The + Import dropdown in the workspace top-right, with two options: Data connections (with a submenu arrow) and Upload Files.

The Import menu

Attach a data connection. Link an existing tenant-wide Summation table or view, or a connector’s data, into this project — you’re referencing existing data, not creating a new connection. The data attached to a project is exactly what Addison can see there — attaching controls its data context, and an empty project catalog means Addison has no data to work with. Choose Data connections in the Import menu, then Link a source.
The Data Connections panel listing sources available to the project — Summation Data Grid (shown active with a green status dot), bq_test (BigQuery), DEMO_WH (Snowflake), and shortify-url (GitHub) — each additional source with a Link button to attach it to the project.

Link a tenant-wide data source into the project

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Create artifacts from project

From inside a project, click Create (top-right of the file list) to make a new Report, Deck, Dashboard, or Folder. Whatever you create belongs to that project — it’s scoped to the project and listed in its file browser alongside your data and files.
The Create menu in a project's file-list toolbar (next to Search and + Import), open with options: Folder, Report, Deck, and Dashboard.

Create a report, deck, or dashboard from a project

Artifacts

Reports, dashboards, and decks are artifacts — see the Artifacts section for how to generate, verify, share, and export each type.