Part 1: Create a Project

In this part, you create a new Valsight project and define its time horizon.

Projects in Valsight are the top-level containers that bundle together dimensions, data sources, models, workspaces, and scenarios for a specific planning use case.

For detailed reference on any of the concepts here, see Projects.

Watch the video guide

Steps

1. Open the project overview

   After logging in to Valsight, the Project overview appears. This is the start page that lists all projects you have access to.

2. Create a new project

   1. Click Add in the upper right corner of the project overview.
   2. Enter the following details:

   Field	Value	Notes
   Name	Revenue Planning Tutorial	Choose a descriptive name.
   Business Key	REVENUE_TUTORIAL	This must be unique.

3. Set the time horizon

   Configure the time horizon in the project creation dialog:

   Setting	Value	Notes
   Horizon Period	Year	Can also be Month or Quarter.
   From	2025	The first year in your data.
   To	2029	The last year of your planning horizon.

4. Save the project

   1. Click Create.
   2. The project appears in the project overview.
   3. Click the project name to open it.

   After opening the project, you will see an empty project with sections for workspaces, models, dimensions, and data sources.