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The Project Home is the central hub for a specific project. It presents a card-based layout organized into functional categories, providing quick access to all project configuration, resources, execution, and management tools. Project Home page showing all card groups: Overview & Control, Resources, Execution & Automation, and Templates & Metadata

Card Groups

Overview & Control

Workspace

Open the full workspace for document review, annotation, and AI interaction.

Project Settings

Configure project settings and advanced options.

Resources

Project Resources

View all resources (stores, modules, definitions) associated with this project.

Data Definitions

Define and manage data taxonomies for document extraction.

Data Forms

Create interactive forms for structured data review and entry.

Service Bridges

Configure external API integrations and proxy endpoints.

Task Templates

Manage reusable task templates for standardized workflows.

Data Flow

Visualize and manage data processing pipelines.

Execution & Automation

Scheduled Jobs

Configure scheduled model executions and automated processing.

Scheduled Job History

View the execution history of scheduled jobs.

Event Activity

Monitor real-time event processing and execution logs.

Reporting

Access project-level analytics and dashboards.

Templates & Metadata

Metadata

Manage project metadata categories and properties.

Create Template

Package this project as a reusable template.

Project Header

The project home header shows the project name with a back arrow to return to the Organization Home. When you navigate into a sub-view (e.g., Data Definitions), the header updates to show the sub-view name with a breadcrumb back to Project Home. Project header showing project name, back navigation, and sub-view breadcrumb