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Update instructions for managing projects
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staceysalamon-aiven committed Oct 2, 2023
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54 changes: 25 additions & 29 deletions docs/platform/howto/manage-project.rst
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Expand Up @@ -4,55 +4,51 @@ Manage projects
Create a project
----------------

In the `Aiven web console <https://console.aiven.io/>`_, follow these steps to create a new project:
In the `Aiven Console <https://console.aiven.io/>`_, follow these steps to create a new project:

1. Click on **Project** drop down and click on **Create new project**.
2. Give the new project a name.
3. Select an Account to add the project to.
4. In **Payment method** select a project to copy the billing details from, or select **Use a new credit card**.
#. Click **Project** and select **Create project**.

When you create a new project, you will need to enable :doc:`billing for creating new services </docs/platform/howto/list-billing>`.
#. Enter a name for the project.

#. Select an organization or orgnizational unit to add the project to.

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{"message": "[Aiven.aiven_spelling] 'orgnizational' does not seem to be a recognised word", "location": {"path": "docs/platform/howto/manage-project.rst", "range": {"start": {"line": 13, "column": 30}}}, "severity": "ERROR"}

#. Select a :doc:`billing group </docs/platform/concepts/billing-groups>`. The costs from all services within this project will be charted to the payment method for that billing group.

.. note::
You can :ref:`create a project using the Aiven CLI <avn-create-update-project>` as well.
You can also :ref:`create a project using the Aiven CLI <avn-create-update-project>`.


Rename a project
----------------

Renaming a project is possible **only** when all the services in the project are powered-off. To rename a project in the `Aiven web console <https://console.aiven.io/>`_:

1. Select the project from the **Project** drop down.
2. Click on **Settings**.
3. Type in the new project name in the *Project Name* field.
4. Click on **Save changes**.

.. important::

- Except for Aiven for Apache Kafka®, all service types have backups which are restored once you power them back on.
- Renaming the project will invalidate all of the project's pending invitations.
- The project name in your existing DNS records will not be updated.
- Except for Aiven for Apache Kafka®, all services have backups that are restored when you power them back on.
- The project name in your DNS records will not be updated.

To rename a project in the `Aiven Console <https://console.aiven.io/>`_:

#. Power off all services in the project.
#. In the **Project**, click **Settings**.
#. Edit the **Project name**.
#. Click **Save changes**.

.. note::
You can :ref:`rename a project using the Aiven CLI <avn-create-update-project>` as well.
You can also :ref:`rename a project using the Aiven CLI <avn-create-update-project>`.

Move a project
---------------

To move a project from one organizational unit to another:

#. Open the organizational unit that has the project using the drop-down menu in the top right.

#. Click **Admin**.

#. Select the **Projects** tab.
#. Click **Admin** and select the organizational unit with the project you want to move.

#. Find the project you want to move and click **Move project**.
#. Click the actions menu for the project you want to move and select **Move project**.

#. Select the organizational unit that you want to move the project to.
#. Select the organizational unit that you want to move the project to. You can also move the project up a level to the organization.

.. note::
Projects cannot be moved to other organizations or to organizational units that are in other organizations.
Projects cannot be moved to other organizations. They cannot be moved to organizational units that are in other organizations.

#. Choose a billing group.

Expand All @@ -62,13 +58,13 @@ To move a project from one organizational unit to another:
Delete a project
----------------

To delete a project, you first need to delete all of the services in it. Once the services are deleted:
To delete a project:

#. Select the project from the **Projects** drop down.
#. Delete all of the services in the project.

#. Click **Settings**.

#. Click **Delete project**.
#. Click **Delete**.

#. Click **Confirm**.

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