Create a project

task australia Updated Sep 10, 2026 2 min read create-project.md
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Create a project with the imported external data. You must mine the project to analyze your data and improve your processes.

Before you begin

Role required: sn_process_mining_admin

Procedure

  1. Navigate to Workspaces > Process Mining Workspace.

  2. On the left of the page, select the External data integration icon ( [Omitted image "ext-dataset-modules.png"] Alt text: External data integration icon).

  3. Select a dataset based on which you want to create a project.

    The dataset opens in a new tab.

  4. Select Create project.

    [Omitted image "ext-data-edit.png"] Alt text: Create Project

    You are automatically taken to the Scope your analysis page on Project Builder.

  5. Add activity definitions to the project.

    You can add breakdown filters if required.

    For information, see Scoping your analysis

  6. Select Add child entity.

    Note: You must add a child entity if you are doing multi-dimensional mining using external data.

  7. On the form, fill in the fields.

Field

Description

Source

You can select one of the following source type:- Table: Any database table

  • Report source: Select a table that has reports
  • Archived data: Select an archived table.

Select

Select the table that you want to link with the external dataset.

Parent table

Select the external data table that you are using to create the project.

Relation

Select Reference as this will be a reference field.

Source field

This is automatically populated.

Target field

Select the target reference field.Note: To provide a value for this field, you must create a custom field of the type Reference while creating the audit table. This will enable you to configure the source and target fields accordingly. For more information, see Add custom fields to the audit table.

**Note:** You can add any activity definitions or breakdown filters that is required.
  1. Select Next.

  2. Create improvement opportunities if required.

    For information, see Set improvement opportunities.

  3. Review and mine the project.

    For information, see Review and mine your project.

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