Projects

Set up and manage PlaidCloud projects to organize workflows, tables, data imports, and other analysis objects by purpose.

Viewing Projects

View and browse authorized PlaidCloud projects including project details, status, membership, and associated data resources.

Managing Projects

Create, configure, and manage PlaidCloud projects including settings, permissions, and organizational structure for data analysis.

Managing Tables and Views

Manage tables and views within PlaidCloud projects including creation, configuration, permissions, and data object organization.

Managing Hierarchies

Manage hierarchical dimensions within PlaidCloud projects including assigning, configuring, and organizing dimension structures.

Managing Data Editors

Manage data editor assignments in PlaidCloud projects to control who can modify table data directly through the data interface.

Archive a Project

Archive PlaidCloud projects to preserve completed work, free up workspace resources, and maintain a clean project environment.

Viewing the Project Log

View the PlaidCloud project log to monitor workflow execution history, track changes, and troubleshoot data processing issues.