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Optimizely Knowledge Base

Projects in OpX

In OpX, projects help you keep all your experiments organized. They let you subdivide everything into territories, for example, across different categories of workflows, processes, and layouts.

Create a new project

To create a new project record, follow these steps:

  1. Click the dropdown icon next to the Projects tab, and click + New Project.

 

  1. Enter the required information; those fields will be marked with a red asterisk (*).

  2. When you’re done, click Save.

Optimizely automatically generates a unique project ID when you save a new project; for this reason, we do not recommend manually entering information into this field. 

You must retain the default values for Platform and Status (“Salesforce” and “Active,” respectively).

Here is an example of a completed project record:

Once you create a project, you can create experiment, variation, metric and event records.

You must not create these records in a given project until a project ID has been created—if you do, those records will be unusable. It may take a few minutes for an ID to be created; we suggest you refresh the page periodically until you see that an ID has been assigned.

Set or update the project status

All projects will have one of two statuses: active or archived. You can only run experiments in an active project. Also, records can only be modified in an active project.

Projects cannot be deleted, but they can be archived. Archiving projects can be useful for organizational purposes when you’re done with them. 

Before changing project status to archived, first ensure that all experiments in the project are paused or archived. Keep in mind that a single event cannot be used in more than one project. If there’s an event in an archived project that you’d like to use, you can either reactivate the project and use the event within it, or you can recreate the event in a new project.

To change a project’s status, follow these steps: 

  1. Open the project record.

  2. Click the pencil icon next to Status.

  3. Modify the field’s value.

  4. Click Save.

You can reactivate a project at any time, and doing so will enable you to modify and reactivate any records associated with it.