Creating a Project

Projects are the top-level organizing unit in Precision Bridge. A project contains connections and procedures that together define a complete data migration task.

Creating a New Project from a Template

1. Navigate to the Home page
2. Click New Project
3. Select a template — for example, the ServiceNow to ServiceNow Incident Management Template
   • Templates are installed in the Precision Bridge\Templates directory under your Documents folder
4. Give the project a name of your choosing
5. Click Create

Linking Connections

After creating a project from a template, a dialog will prompt you to link the template's placeholder connections to your actual connections. For example, link the "Source" connection to your source ServiceNow instance and the "Target" connection to your target ServiceNow instance.

You can also update connection links at any time from the project connections sidebar.

Project Structure

Once set up, your project will contain:

• Connections — The data sources and targets used by the project
• Procedures — One or more procedures containing the migration steps
• Execution Reports — Results displayed in the execution UI after procedure execution, exportable to CSV

Next Steps

With your project created and connections linked, proceed to Procedures and Variables to configure your procedure's input variables before execution.