> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/organizations-and-projects/projects.md).

# Projects

Use Projects to manage one transformation initiative end-to-end.

### Overview

Projects are delivery containers inside an Organization. They hold the work needed to deliver one initiative.

### Key Concepts

* **Project scope**: requirements, tasks, tests, artifacts, and settings for delivery work
* **Project configuration**: defaults, fields, and roles that shape day-to-day workflows
* **Project sections**: grouping mechanism for phases, sprints, and workstreams

### How It’s Used

Create a Project per initiative, such as an ERP implementation phase or a process redesign effort. Use Projects to track scope (requirements), execution (tasks), and validation (testing).

### Benefits

* Clean separation of initiatives within an Organization
* Repeatable governance through templates and settings
* Better reporting and review through consistent configuration

### Setup Steps

{% stepper %}
{% step %}

### Create a Project

* [Create a Project](/getting-started/create-a-project.md)
  {% endstep %}

{% step %}

### Configure Project settings

* [Project Settings and Configuration](/organizations-and-projects/project-settings-and-configuration.md)
  {% endstep %}

{% step %}

### Define Project sections (optional)

* [Project Sections](/organizations-and-projects/project-sections.md)
  {% endstep %}
  {% endstepper %}

### Best Practices

* Establish naming conventions before creating many Projects.
* Configure custom fields before importing large volumes of work items.
* Keep shared settings stable and review changes quarterly.

### Summary

Projects hold delivery work for one initiative. Project settings and sections standardize execution and reporting.

Related:

* [Organizations](/organizations-and-projects/organizations.md)
* [Understanding Organizations and Projects](/organizations-and-projects/understanding-organizations-and-projects.md)
* [Create a Project](/getting-started/create-a-project.md)


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