Tags:
• Project Owner
• Creator

In this article

1. Create a Project
   • Optimize layout and labels with GenAl
   • Project Design

1. Create a Project

When you create a Project using ChatHarmoni, you follow the standard project creation process.

• Click the PROJECTS menu to access the Projects area
• If there are no projects, click the New Project tile
• When there are existing projects, click the CREATE NEW button at the top right
• Name your project and click SAVE or press Enter
• Upload or Connect to the data sources
• Select the data source(s) to be included in the project
• The option to Optimize layout and labels with GenAl is automatically ticked
• Click SAVE to save and load the project

Optimize layout and labels with GenAl

After selecting the data sources, Harmoni provides the option to Optimize layout and labels with GenAl. This is automatically ticked and you can untick the option if you prefer to shape the project yourself.

The option to Run Automation When Creating The Project is also automatically ticked. This allows the standard automation to run, for example, automatically creating Grids, cleaning labels, grouping measures under headings and more. This option can also be unticked if you prefer not to run the automation.

🔗 Learn more about Project Design - Automation   

Project Design

When the new project first loads, the project is in edit mode, and you can make changes as you need using the standard design tools available in Harmoni. 

🔗To learn about using Harmoni's design tools, please review the articles in the Project Design section.

• After the project first loads, the project is in edit mode
• Make changes as required

Where to from here?

Learn more about designing Harmoni Projects:

• Organize items in your Project tree
• Change display labels
• Create customized constructions
• Weights in your Project
• Applying bases in the Project tree
• Create a Grid
• Add values for average calculations