Projects

Addison can already see everything you have permission to across the organization. A project tells it what to prioritize for your team or use case, so everyone working in it shares the same data, files, and assumptions instead of pulling from wherever. A project holds your files, reports, dashboards, decks, and chat threads with Addison, plus the knowledge and skills it draws on there. Projects can be private or shared, and almost everything in Summation lives inside one, so picking or creating the right project is usually step one.

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What’s in a project

Everything below belongs to the project. Create it here and it isn’t visible from another project. The extension in parentheses is what you’ll see in the file browser and via the API.

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Files

The file list shows each item’s type, creator, and dates. Use the folder tree, the All Files filter, or Search to find things. Hover a row (or right-click it) for its ⋯ menu: Open in new tab, Rename, Move, Copy to (another project), Duplicate, Download, or Delete.

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Curate context

Three controls at the workspace’s top-right shape how Addison works here, on top of everything global. Open each one from its button in the project’s top-right.

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Default project

Every user has a default project named “My Project”. The project picker on Addison’s composer sets which project a chat reads from and writes to. Without a pick, the chat uses your default project, and everything it generates is saved there. The default project is exempt from the project-management actions on this page: it has no ⋯ menu in the list, shows a disabled lock in its workspace, and the delete API returns 403 (“Only standard projects can be deleted”).

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Find and open a project

Your projects are listed on the Projects page; recent ones also appear on Home. Click a project to open its workspace. Right-click any project in the list to Open in new tab, Pin it to the top, Rename, Duplicate (copy), Share, or Delete it.

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Create a project

Go to the Projects page and click New Project (top-right). This creates a project named Untitled Project immediately, with no dialog, and opens its workspace with the title in inline-rename mode, ready for you to type a name.

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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, then edit the “Add description…” field below it. Changes apply immediately across the product.

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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 confirmation dialog notes it clears the project’s chats, files, and workflows), but the underlying files and data are retained rather than erased. Tables, views, and Knowledge aren’t scoped to the project, so none of them are affected.

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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. 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

First, find and open the project: click Projects in the left sidebar, then click the project from the list (see Find and open a project if you’re not sure which one). Inside its workspace, bring data in with + Import in the top-right toolbar: Upload Files or Data connections. Upload files. Add local files: CSV, Excel, PDF, PowerPoint, and more. Uploaded files are scoped to this project, so they persist there for anyone with access, across sessions. That’s different from dropping a file straight into an Addison chat’s + menu — that upload is ephemeral, scoped to the conversation, and won’t carry over to a new chat or a later session. Upload to the project instead for anything you’ll want again.

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Key tables

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. Choose Data connections in the Import menu, then Link a source. Linking a source (above) is how a table or view becomes one of a project’s key tables. Each one gets a catalog entry in the project’s Data Context folder, and that catalog is what Addison reaches for first when it works here. Key tables set priority, not visibility. Addison can already see everything in the organization you have permission to, in any project; attaching a table to a project just means Addison reaches for it before searching more broadly. An empty catalog doesn’t block Addison, it just leaves it to find the right data on its own. You don’t have to attach tables by hand. Ask Addison directly, in a chat scoped to the project, and it can add the tables it used to the project’s key tables for you.

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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, and is listed in its file browser alongside your data and files.