Add Data Assets and Documents to a Project

Last updated: July 28, 2026

Users can link existing Data Assets and Documents to a Project or upload data directly in the Project workflow. Data can be added by any user listed as a Project Manager or Contributing Member within the Project.

Add Data Assets

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To add a Data Asset to an existing Project:

  1. Click "Projects" on the left side of the platform

  2. Click "Projects" on the list of options deployed

  3. Click the name of the Project you wish to add Data

  4. Select "Data Assets" Tab

  5. Select "Add data assets" on the top-right corner of the platform

  6. Choose upload source type

    1. "Upload" will prompt users to upload a new data asset from their computer

      1. Drop a .CSV file into the upload window, or click to browse from desktop

      2. A preview of the Data Asset will be shown, confirm by clicking "Accept"

      3. Either add more Data Assets to upload, or confirm the addition of the Data Asset by clicking "Upload 1 file"

    2. "From Catalog" will prompt users to select from current assets within the Workspace's Data Asset Catalog

      1. Select the Data Assets to add from the list displayed of available Data Assets in the Catalog, you can select as many Data Assets as desired

      2. Confirm the addition of the Data Asset by clicking "Add Asset"

Add Documents

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To add a Document to an existing Project:

  1. Click "Projects" on the left side of the platform

  2. Click "Projects" on the list of options deployed

  3. Click the name of the Project you wish to add Data

  4. Select "Files" Tab

  5. Select "Add files" on the top-right corner of the platform

  6. Choose upload source type

    1. "Upload files" will prompt users to upload a new files from their computer

      1. Drop the file into the upload window, or click to browse from desktop

      2. Type the files's required information (Name and description)

      3. Confirm the addition of the file by clicking "Upload File"

    2. "From workspace" will prompt users to select from current files within the Workspace

      1. Select the Files to add from the list displayed of available Files in the Workspace, you can select as many Files as desired

      2. Confirm the addition of the File by clicking "Add file"