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How-To Guides

Onboard First Project

Set up a project that is ready for safe non-production delivery and production governance from day one.

Task Outcome

Your first project becomes operational with explicit environment policy, ownership, and a validated preview-ready delivery path.

When To Use This Guide

  • Creating a new project for a product team.
  • Standardizing an existing project that has inconsistent environment controls.
  • Preparing for first controlled release run.

Prerequisites

  • Team roles and grants are already configured.
  • Organization environments exist in intended progression order.
  • Tenant naming and ownership conventions are defined.

UI Route Map

  1. Open Projects and Environments.
  2. Create project and assign ownership.
  3. Attach project environments.
  4. Configure policy/freeze expectations per environment.
  5. Add tenant mapping and validate preview readiness.

Step-By-Step Execution

Create project with a clear, stable name and owner group.
Attach environments in progression order (for example dev -> staging -> production).
Set environment-level controls: deployment behavior, approval expectations, freeze handling.
Add at least one tenant and verify tenant-environment visibility.
Open workload/binding entry and confirm project receives expected assignment surfaces.
Run one non-production preview to validate generated impact scope.
Review project readiness with DevOps + Platform before first release creation.

Project Design Decisions

  • Use stable project IDs that survive team or repo rename cycles.
  • Avoid temporary labels in long-lived production projects.
  • Keep production controls stricter than non-production controls.
  • Explicitly define freeze behavior before first release.
  • Single owner team for governance; shared operators for execution.
  • Document who can request, approve, and execute high-risk actions.
  • Validate preview, approval, and audit visibility before go-live.
  • Do not postpone rollback drill planning.

Validation Checklist

  • Project has explicit owner and team-level access boundaries.
  • All environments show expected policy and freeze posture.
  • Tenant mapping appears correctly in project workspace.
  • Preview output is understandable and scoped.

Common Failure Modes

  • Environments attached but controls undefined: hidden production risk.
  • Tenant added before environment design is settled: inconsistent mapping.
  • Team can create project but cannot operate release: missing project operator grants.
  • Preview fails due to unresolved scaffold or assignment state.

Project Kickoff Checklist Template

Project name:
Owner team:
Operator teams:

Environment order:
Policy per environment:
Freeze behavior per environment:

Tenant model:
Preview validation completed (yes/no):
First release window:
Rollback drill date:

Continue With

  1. Configure Workloads And Bindings
  2. Create Release And Deploy
  3. Team Onboarding Plan

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