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Create and manage projects

Projects are the centerpiece of your workflow in Real-Time CDP Collaboration. After connecting with collaborators, create a project to run audience overlap calculations and discover relevant audiences for campaigns.

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You can use filters to view only the projects that you have started with certain collaborators, as shown below:

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Create project create-project

Navigate to Collaborate and then My Projects. If this is your first project, you can select Create a project. Otherwise you can select the add icon ( ) to create a new project at anytime.

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The Create project dialog appears. Select the Collaborator you are creating the project with via the dropdown. If you鈥檙e a publisher and you set advertiser names during your connection setup, you can select the Advertiser name.

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Next, add a Project name and Description for your project. Then, select an image to represent the project. This image helps to distinguish the project in the project overview page. Once you鈥檙e done, select Create to create the project.

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You can now view your new project, its details, and available sections based on the use cases selected during connection setup.

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Project use cases project-use-cases

The project overview displays the use cases selected during the connection setup. These use cases define the functionality available in the project. The use cases are: