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

Step 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.

Step 2: Create a new project

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

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

Step 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.

Step 4: Save the project

Click Create.
The project appears in the project overview.
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.

What you have done

Created a new project called Revenue Planning Tutorial
Set the time horizon to years from 2025 to 2029
Opened the project, ready for the next steps

Next step

Continue to Part 2: Set Up Dimensions.