Projects in Glossa represent software implementations and serve as a central hub for all client engagement information. Each project contains input data, requirements, tasks, documentation, and more.
Create a separate project for each distinct client engagement. You can have multiple projects per client.
Source and Target Systems
When creating a project, define:
Source System - The legacy software the client is migrating from
Target System - The new system the client is migrating to
Both fields use custom values that will be accessible across all projects in your org.
Deleting Projects
⚠️ Warning: Deleting a project permanently removes all associated data, including input files, requirements, tasks, and client associations. This action cannot be undone.