Previous: DX Projects Overview

Creating Projects

Learn how to create new DX projects from insights, opportunities, or strategic initiatives.

Project Creation Methods

Projects can be created in several ways in Vision™, each optimized for different use cases and workflows.

Creating from Insights

The most common way to create projects is directly from AI-generated insights:

  1. Navigate to the Insights & Recommendations page
  2. Select an insight you want to act on
  3. Click "Create Project" button
  4. Fill in project details (name, description, goals)
  5. Review Intelligence Gate validation
  6. Confirm project creation

Creating from Opportunities

Projects can also be created from identified opportunities:

  • Navigate to Opportunity Analysis results
  • Select a high-value opportunity
  • Use "Create Project" to initiate transformation

Manual Project Creation

You can also create projects manually from the Projects page:

  1. Go to the Projects section
  2. Click "New Project" button
  3. Fill in project information
  4. Set goals and KPIs
  5. Assign team members
  6. Define timeline and milestones

Intelligence Gate

Before a project can be initiated, Vision™ runs an Intelligence Gate check to ensure:

  • Sufficient data quality (70% minimum confidence)
  • Clear project objectives and success criteria
  • Ethical impact assessment passes
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