Managing Projects in AI Governance

A Project is an object type set up to achieve one or more unique and specific business outcomes using AI. The Projects inventory allows organizations to capture a detailed record of a system’s main optimization goal(s), purposes, or foreseeable uses of the AI system for improved project tracking and progress monitoring.

To create a project

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click the Create project button.

    The Create new modal appears.

  3. Provide a unique name and choose the appropriate organization level. The Organization field will default to the current level.

    Create new modal
  4. Click Show More Details to enter additional details and context for the project using the provided system attributes.
    Note:

    To learn how to add custom attributes so they appear in this modal as available fields, see Managing Attributes for AI Governance.


    Create new project - more details

    System Attributes

    Field
    Description
    Description

    Enter a short-hand description of the new project.

    Status

    Choose from the following: Pending, Active, or Archived.

    Project owner

    Choose from the available users in the organization level.

    Type

    Choose from the following: AI, Campaign, Feature, General, Process, or Product

    Deadline

    Enter a deadline use the calendar picker.

    External ID

    Enter an associated external ID.

    Project link

    Enter an associated link to the project.

    Intended Use(s)

    Enter a brief explanation of the new project's intended use.

    Business value

    Select from the available business values: 1, 2, or 3

    Internal or external

    Mark this project as internal or external.

    Purpose(s)

    Select one of the available purpose values from the list.

  5. Click the Save button. The new project will be added to the Projects list screen.
  6. The record will be created using the assigned default workflow. To change the default option, see Creating & Managing AI Governance Workflows.

To manage project details

  1. On the AI Governance menu, select Inventory > Projects.

    The AI systems screen appears.

  2. Click on the name of a project.

    The Inventory Details screen appears with the Details tab open by default.

  3. In the Details tab, update the project's details as necessary.

    Inventory details screen - Details tab
  4. Click the Save button to retain your changes.

To manage a project workflow

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Click on the name of a project.

    The Inventory Details screen appears.

  3. Click the Next stage button to move the project to the next workflow stage.

    Inventory details - Next stage
  4. To revert workflow stage, click the desired stage.

    The Revert Stage modal appears.

  5. Click the Continue button to revert the workflow. Optional: elect to run rules and actions associated with the stage transition.

    Revert stage modal

To delete a project

  1. On the AI Governance menu, select Inventory > Projects.

    The Projects screen appears.

  2. Hover over the row of a project record to reveal and click the Context Menu icon.
  3. Select Delete.

    The Delete Record modal appears.

  4. Click the Confirm button. The project will be removed.

    Delete Record confirmation modal