> For the complete documentation index, see [llms.txt](https://documentation.astera.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.astera.com/project-management-and-scheduling/project-management/astera-project-and-project-explorer.md).

# Astera Project and Project Explorer

In Astera 2026, all work is organized within projects. This project-first model replaces the previous approach where individual artifacts — such as Dataflows, Workflows, and Shared Actions — could be created independently of a project. Every item you create now lives inside a project, making it easier to organize, manage, and deploy your work.

This article covers how to create a new project, navigate the *Project Explorer* panel, and add items to your project.

## Getting Started with the Project-First Experience

Open your Astera Client, the *Project Explorer* panel prompts you to either create a new project or open an existing one. You cannot create individual artifacts without first having a project open.

<figure><img src="/files/qlpOs821yIdOLjskMh0j" alt=""><figcaption></figcaption></figure>

## Steps to Create a New Project

1. To create a new project, first select the type of project you want to create:
   * **Integration Project:** Creates an empty project with no pre-defined folders. Ideal for building an integration project from scratch.
   * **Data Warehousing Project:** Creates a project configured for data warehousing workflows.

{% hint style="info" %}
**Note:** Depending on your license, the relevant project types will be visible
{% endhint %}

2. Once decided, use one of the following methods to create your new project:

* In the *Project Explorer* panel, click the button for *Integration Project* or *Data Warehousing Project*.<br>

  <figure><img src="/files/sjtPD5KngK6dqqrAyRGC" alt=""><figcaption></figcaption></figure>
* Or navigate to the *Toolbar* and click on the create new project shortcut <img src="/files/6GpcIGuwZqW0eJKhvdK0" alt="" data-size="line"> and select your desired project<br>

  <figure><img src="/files/vTX9eHAPowkrN7e5zrud" alt=""><figcaption></figcaption></figure>
* or go to the menu bar and navigate to: *Project > New* and select your desired project

<figure><img src="/files/MsY2pN98NqlDwluCAKGt" alt=""><figcaption></figcaption></figure>

2. Navigate to the folder where you want to save your project, provide a name (e.g., `SampleProject`), and click *Save*.<br>

   <figure><img src="/files/x2X281apPshiGgczpuU4" alt=""><figcaption></figcaption></figure>
3. Your project now appears in the *Project Explorer* panel.<br>

   <figure><img src="/files/o56OHhZCu8H9VnTrf5oO" alt="" width="279"><figcaption></figcaption></figure>

## Opening an Existing/Recent Project

To open an existing project, use one of the following methods:

* In the *Project Explorer* panel, click *Open Project*.<br>

  <figure><img src="/files/xNm1R9FnuzWBJgvpB7zj" alt=""><figcaption></figcaption></figure>
* or go to the menu bar and navigate to: *Project > Open*<br>

  <figure><img src="/files/TsrnZU42APOBvwuNHWRZ" alt="" width="563"><figcaption></figcaption></figure>

Locate the `.cprj` file on your system and click *Open*.

Alternatively, if you want to open a recently opened project you can navigate to *Project > Recent Projects* and select a recently opened project from there.

### Project Explorer Options

<figure><img src="/files/Wn32077fsumn6YCHdc4E" alt="" width="563"><figcaption></figcaption></figure>

There are several options in the Project Explorer panel such as:

* *Create a New Project* <img src="/files/6GpcIGuwZqW0eJKhvdK0" alt="" data-size="line"> : Creates a new project in the selected directory.
* *Open Project* <img src="/files/DQLQst3O7V0B6E535ZdT" alt="" data-size="line"> : Shows a list of all recently opened projects for the user to select from.
* *Close Project* <img src="/files/jnkN6QuWiHGcQpXlbAkw" alt="" data-size="line">*:* Closes a currently open project.
* *Refresh Project* <img src="/files/E6374d7N4oQa0hrWzkwL" alt="" data-size="line">*:* Refreshes and synchronizes changes within the project.
* *Verify Project* <img src="/files/Z2d39SVQPO7FXKHqyPkw" alt="" data-size="line">*:* Verifies design time errors of the project (such as missing fields, syntax errors in the expressions, etc.).

{% hint style="info" %}
**Note:** It does not verify the runtime errors.
{% endhint %}

* *Verify, build and publish project catalog to the server*  <img src="/files/KR5dsJ6GKHhSadI2aIY2" alt="" data-size="line"> : Verifies the project catalog, then builds and publishes it to the server.
* *Build and publish project catalog to the server* <img src="/files/qQA6Pd289y7fBg9uUeIP" alt="" data-size="line"> : Builds the project catalog and publishes it directly to the server.
* *Build project catalog and save as a \*.Cat plugin* <img src="/files/scaW9MQ7fvFzsklMwtVK" alt="" data-size="line"> : Builds the project catalog and saves it locally as a `.Cat` plugin file.

## Adding Items to a Project

### Add a New Item

* You can add a new item to your project in two ways:
  * **From the Toolbar:** Once a project is open, click the *Add New Item* shortcut in the Toolbar, choose the item type, provide a name, and click *Add*.<br>

    <figure><img src="/files/nOGELfFsQd9FLSs7K2Kw" alt=""><figcaption></figcaption></figure>
  * **From the Project Explorer:** Right-click on the project name (or a folder within the project) in the *Project Explorer* panel and select *Add > Add New Item*.

<figure><img src="/files/2yyST3de36yKb9vO8Ctb" alt="" width="461"><figcaption></figcaption></figure>

* *Add New Item* window will open. Choose the item type from the available options, provide a name (e.g., `SampleDataflow.Df`), and click *Add*.<br>

  <figure><img src="/files/Qm1iCazEEXXDLqkHJMuU" alt="" width="563"><figcaption></figcaption></figure>
* The new item now appears inside your project in the Project Explorer.<br>

  <figure><img src="/files/kIL4ypIAdZKYT9Zk7N5z" alt="" width="333"><figcaption></figcaption></figure>

### Add a New Folder

1. Right-click on the project name in the Project Explorer and select *Add > Add New Folder*.<br>

   <figure><img src="/files/P5fbizKAU1rI7rbF70nP" alt="" width="563"><figcaption></figcaption></figure>
2. The new folder appears in the project. To rename it, right-click the folder and select *Edit > Rename* or just click on the folder name to rename it.<br>

   <figure><img src="/files/hv2g3si6hrDGFTnCEmNU" alt="" width="279"><figcaption></figcaption></figure>

## Adding Existing Items or Folders to a Project

### Add Existing Items

1. Right-click on the project name in the Project Explorer and select *Add Existing Items*.<br>

   <figure><img src="/files/L8IB8EE7yZwNt6mvlsUf" alt="" width="506"><figcaption></figcaption></figure>
2. Locate the item in your directory, select it, and click *Open*.<br>

   <figure><img src="/files/xSJNk3TBCm7Ff1vh267k" alt="" width="563"><figcaption></figcaption></figure>
3. The item now appears as part of your project in the Project Explorer.<br>

   <figure><img src="/files/J8tIC5r1JKBrdIJuBwBj" alt="" width="375"><figcaption></figcaption></figure>

### Add Existing Folder

Follow the same steps above but select *Add Existing Folder* from the right-click context menu instead. Locate the folder in your local directory and click *Open* to add it to the project.

This is how you can create and manage projects in Astera using the Project Explorer panel and Toolbar shortcuts. All artifacts — Dataflows, Workflows, Shared Actions, and more — are now created and organized within a project, ensuring a consistent and structured workspace.


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