Manage Projects and Project Settings

Manage project purposes

Requirement: You must own the project or have the GOVERNANCE or PROJECT_MANAGEMENT Immuta permission

Add a purpose to a project

1. Navigate to the Project Overview tab.

2. Click + Add Purposes.

3. Create a new purpose in the modal or select purposes from the dropdown menu.

4. Click Save, and then click I Agree.

Remove a purpose from a project

1. Navigate to the Project Overview tab.

2. Scroll to the purposes section and click Remove.

3. Click I Agree

Enable project equalization

See the Manage project equalization guide.

Enable masked joins

See the Enable masked joins guide.

Manage project documentation

Requirement: CREATE_PROJECT Immuta permission (and you must own the project)

1. Click the Project Overview tab.

2. Click the Edit button in the Documentation section.

3. Document the details of your project in the text box that appears, and then click Save.

Manage project tags

Requirement: CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission

1. Select a project and navigate to the Project Overview tab.

2. Scroll to the Tags section and click the Add Tags button.

3. Begin typing the tag name in the window that appears, and then select the tag from the dropdown menu. A list of chosen tags will populate at the bottom of this window.

4. After selecting all relevant tags, click the Add button.

Remove tags from a project

Requirement: CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission

1. Navigate to the Project Overview tab.

2. Scroll to the Tags section and click on the tag that you want to remove to open its side sheet.

3. Click Remove.

4. Click Confirm to delete the tag.

Disable, enable, or delete a project

Requirements:

• CREATE_PROJECT (and you must own the project), GOVERNANCE, or PROJECT_MANAGEMENT Immuta permission to disable or enable a project

• CREATE_PROJECT Immuta permission to delete a project

Disable a project

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the project and select Disable.

Enable a project

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the project and select Enable.

Delete a project

Deleting a project permanently removes it from Immuta. Projects must first be disabled before they can be deleted.

1. Click the Data icon and select Projects in the sidebar.

2. Select the My Projects tab.

3. Click the more options icon next to the disabled project and select Delete.

4. Click Confirm.