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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a project or template using Project Builder

Create and mine a project using the Project Builder to analyze and optimize your business processes. Create a template to reuse it when you want to use the same project conditions multiple times. In the Project Builder, the entire process is broken down into three sections and an overview to make the task easier and more efficient.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

To mine a project, ensure that you have enabled Audit Log for the parent table of the project.

Procedure

  1. Navigate to Workspaces > Process Mining Workspace.

  2. Select Create New Project in the upper right corner.

    The Project Setup page is displayed.

Image omitted: set-obj.png
Project setup page
  • Set objectives for Process Mining projects
    Define the kind of data or process that you want to view and analyze in your graph. You must select a specific table (parent table) that has the data that you want to analyze.
  • Scoping your analysis
    Define the data that you want to view in the graph.
  • Set improvement opportunities
    Set improvement opportunities to find areas of improvement by which teams could optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view your areas of improvement.
  • Review and mine your project
    After you’ve created the project by setting the objectives, scoping the analysis, and adding improvement opportunities, it’s time to mine the project.

Parent Topic:Using Process Mining