---
title: "Create a SnapLogic Project and Build a Starter Pipeline"
sidebarTitle: "Create project and pipeline"
description: "Create a new project in SnapLogic Project Manager, then create a pipeline in Designer that is saved into that project and populated with its first Snaps. The procedure is complete when the pipeline appears on the Designer canvas under the correct project path and has been saved."
icon: "workflow"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

| Field | Value |
|---|---|
| **Owner** | Unassigned — needs an owner |
| **Department** | Integration Engineering |
| **Effective date** | Not set — pending review |
| **Scope** | Covers creating a project under a project space in Project Manager, creating a pipeline in Designer with the correct **Label** and **Project** values, adding Snaps from the Snaps panel, and opening a Snap's settings to set a basic property. Does not cover creating accounts or credentials, wiring and validating the full data flow, configuring a Snaplex, creating Tasks or schedules, or promoting the pipeline out of the Development project space — each of those needs its own SOP. The recording had no narration, so no business rules or naming standards are documented here; confirm your team's conventions before publishing. |
| **Source** | Screen recording captured 2026-08-03 via screen-to-docs |

Every SnapLogic pipeline lives inside a project, and the project you pick in the **Add New Pipeline** dialog is what determines where the asset is stored, who finds it later, and which project space it is promoted from. The dialog defaults to whatever project was last used — in this recording it opened on `Customers/IW Connect-Harri` — so a pipeline created without changing that field silently lands in an unrelated customer project.

This procedure keeps the two halves in order: create the destination project first in Project Manager, then create the pipeline in Designer and point it at that project before saving. Doing it in that order means you never have to move an asset after the fact.

## Procedure

<Steps>
  <Step title="Open Project Manager for your org">
    Open SnapLogic **Project Manager** in a browser tab. The page loads at `cdn.elastic.snaplogic.com/sl/project-manager.html` and shows `Initializing Project Manager...` while it starts.

    Confirm the org name shown in the header is the one you intend to work in — in this recording it is **ProfitBuilders**.

    <Frame caption="Project Manager initializing in a separate browser tab">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image12.jpg" alt="Blank browser page showing the message &quot;Initializing Project Manager...&quot; at the SnapLogic CDN project-manager URL" />
    </Frame>
  </Step>

  <Step title="Select the project space that will hold the new project">
    In the left tree, click the project space you want to create the project under. The tree lists **shared**, **Archive**, **Customers**, **Development**, and **Internal**.

    Select **Development** for work that is not yet tied to a customer delivery. The main asset list refreshes to show the contents of that project space — 39 entries of type `Directory` in this recording, one per child project.

    <Frame caption="Development project space expanded, with its child projects listed in the main table">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image14.jpg" alt="Project Manager showing the Development project space selected in the left tree and a table of 39 directory entries such as ProWork_PARBrink, Aaron Becker, and Restaurant365" />
    </Frame>

    <Note>
      Choose the project space before creating the project. The new project is created under whatever node is selected, and moving it afterwards is a separate operation.
    </Note>
  </Step>

  <Step title="Create the project">
    Open the **Create Project** dialog for the selected project space and fill it in.

    1. Type the project name in **Project name\***.
    2. Leave **Make this a pattern project** and **Disable cloud URL** unchecked unless you have a specific reason to change them.
    3. Leave **Pipeline Validation** on **Inherit from Org settings** so the project follows the org default rather than diverging.
    4. Click **Create**.

    The recording shows the dialog open with the cursor in **Project name\*** but does not show the name being typed or the **Create** click, and it does not show which control opens the dialog. Confirm the exact entry point and the resulting project name with an engineer before publishing.

    <Frame caption="Create Project dialog — Project name, pattern and cloud URL options, and Pipeline Validation">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image15.jpg" alt="Modal titled Create Project with a required Project name field, checkboxes for making it a pattern project and disabling the cloud URL, Pipeline Validation options set to Inherit from Org settings, and Cancel and Create buttons" />
    </Frame>
  </Step>

  <Step title="Confirm the new project appears and is empty">
    Scroll the left tree to your new project and click it. The breadcrumb should read the full path — `Development/Test-DocDemo` in this recording — and the asset list should read **No data available in table** with **Showing 0 to 0 of 0 entries**.

    An empty list is the expected state for a project you just created. If assets appear, you have selected the wrong project.

    <Frame caption="The Test-DocDemo project selected under Development, with an empty asset list">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image19.jpg" alt="Project Manager showing breadcrumb Development/Test-DocDemo, the asset type tabs All through Tables, and an empty table reading &quot;No data available in table&quot;" />
    </Frame>
  </Step>

  <Step title="Note the asset types you can add from Project Manager">
    With the project selected, the **+** button in the asset toolbar opens a menu of asset types: **Account**, **File**, **Task**, **Pipeline**, **Snap Pack**, **Table**, and **Snaplex**.

    You can create a pipeline from here, but the remaining steps build it in Designer instead, because Designer opens the new pipeline directly on a canvas where you can start dropping Snaps.

    <Frame caption="The add-asset menu in Project Manager listing Account, File, Task, Pipeline, Snap Pack, Table, and Snaplex">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image24.jpg" alt="Project Manager asset toolbar with an open dropdown menu listing asset types that can be created in the Test-DocDemo project" />
    </Frame>
  </Step>

  <Step title="Switch to Designer and start a new pipeline">
    Switch to the **Designer** tab for the same org. Existing pipeline tabs stay open along the top of the canvas.

    Click the **+** button to the left of the tab strip to open the **Add New Pipeline** dialog.

    <Frame caption="Designer canvas with an existing pipeline open and the tab strip where the new-pipeline button sits">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image28.jpg" alt="SnapLogic Designer showing a rendered pipeline of connected Snaps including File Reader, JSON Parser, Group By N, and REST Post Call, with pipeline tabs across the top" />
    </Frame>

    <Tip>
      Hovering a pipeline tab shows the asset's full path, which is a quick way to confirm which project an open pipeline belongs to.
    </Tip>
  </Step>

  <Step title="Name the pipeline in the Label field">
    On the **Settings** tab of the **Add New Pipeline** dialog, clear the default label and type your pipeline name in **Label\***. The recording uses `Test-DocDemo-01`.

    Leave **Pipeline type** as **Standard**. **Error Pipeline** stays greyed out with the note *Disabled until Pipeline saved*, so you cannot attach one until after the first save.

    <Frame caption="Add New Pipeline dialog with the Label field set to Test-DocDemo-01">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image30.jpg" alt="Add New Pipeline modal on the Settings tab showing Label set to Test-DocDemo-01, Project still set to Customers/IW Connect-Harri, and Pipeline type Standard" />
    </Frame>
  </Step>

  <Step title="Set the Project field to your new project">
    Open the **Project\*** dropdown. It opens on the last-used project — `Customers/IW Connect-Harri` in this recording — not on your new one.

    1. Scroll the tree past **shared**, **Archive**, **Customers**, and into **Development**.
    2. Click your project, for example **Test-DocDemo**.
    3. Confirm **Project\*** now reads the full path, such as `Development/Test-DocDemo`.

    <Frame caption="Project dropdown scrolled to the Development projects, with Test-DocDemo highlighted">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image32.jpg" alt="Open Project dropdown in the Add New Pipeline dialog showing a scrolled list of Development projects with Test-DocDemo highlighted" />
    </Frame>

    <Warning>
      Do not accept the pre-filled Project value. Saving with the default writes the pipeline into an unrelated customer project, and it then has to be moved with the Move action before anyone can find it where they expect.
    </Warning>
  </Step>

  <Step title="Save the dialog and open the empty canvas">
    Check that **Label\*** and **Project\*** both read what you intend, then click **Save**.

    The dialog closes and a new tab opens — shown as `Test-DocDemo-01 *`. The canvas reads **Drag snaps here to build your pipeline**, and the footer shows **Type: Standard Pipeline** and **Snaplex: Cloud**.

    <Frame caption="Add New Pipeline dialog with Project set to Development/Test-DocDemo, ready to save">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image33.jpg" alt="Add New Pipeline modal showing Label Test-DocDemo-01 and Project Development/Test-DocDemo, with Cancel, View Error Pipeline, and Save buttons" />
    </Frame>

    <Note>
      The asterisk after the tab name means the pipeline has unsaved changes on the canvas. It stays until you click Save under Actions.
    </Note>
  </Step>

  <Step title="Add the first Snap from the Read category">
    In the left **Snaps** panel, click the **Read** category to expand it, then drag the Snap you need onto the canvas.

    This recording uses **Directory Browser**, whose tooltip reads *Retrieves attributes of contents of a given directory.* Hovering a Snap before dragging shows its one-line description, which is the fastest way to tell similar Snaps apart.

    <Frame caption="Read category expanded with Directory Browser highlighted and its tooltip showing">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image40.jpg" alt="Snaps panel with the Read category expanded, the Directory Browser entry highlighted, and a tooltip reading &quot;Retrieves attributes of contents of a given directory.&quot;" />
    </Frame>
  </Step>

  <Step title="Configure the Snap's settings">
    Open the Snap on the canvas to show its configuration dialog. For **Directory Browser** the **Settings** tab exposes **Label\***, **Directory**, **File filter**, **Ignore empty result**, **Display update time and owner for S3 subdirectories**, **Number of retries** (default `0`), and **Retry interval (seconds)** (default `1`). Separate **Account**, **Views**, and **Info** tabs sit alongside **Settings**.

    Set **File filter** to the pattern you want to match — the recording corrects it to `*.csv`. Close the dialog with the save control in its header when the fields are correct.

    The recording leaves **Directory** empty and does not show a value being entered, so the directory path this Snap should point at is not documented here. Confirm it before publishing.

    <Frame caption="Directory Browser settings with File filter set to *.csv">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image43.jpg" alt="Directory Browser Snap configuration dialog on the Settings tab showing an empty Directory field, File filter set to *.csv, and retry defaults of 0 and 1" />
    </Frame>

    <Note>
      A Snap dropped on the canvas is not validated until it is configured and the pipeline is validated or executed. A green check beside a field only means that field parses, not that the path exists.
    </Note>
  </Step>

  <Step title="Find and add the remaining Snaps using search">
    Rather than scrolling the category lists, type a keyword into the **Search** box at the top of the **Snaps** panel. The results stay grouped by category, so searching `binary` returns Read Snaps such as **File Reader** and **S3 File Reader** alongside Transform Snaps such as **Binary to Document** and **Document to Binary**.

    Drag each Snap you need onto the canvas. This recording ends with three Snaps in sequence: **Directory Browser**, **Document to Binary**, and **CSV Parser**.

    The recording does not show the output-to-input connections being drawn between these Snaps, and it does not establish why this particular combination was chosen. Treat the Snap list as an example, not as a required pattern.

    <Frame caption="Snaps panel filtered by the search term &quot;binary&quot;, with results grouped under Read and Transform">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image50.jpg" alt="SnapLogic Designer with the Snaps search box filtering to binary-related Snaps under Read and Transform categories, and Directory Browser and CSV Parser Snaps on the canvas" />
    </Frame>

    <Tip>
      You can collapse the expanded category back to the six top-level groups — Read, Parse, Transform, Flow, Format, Write — to get the panel back to a scannable size.
    </Tip>
  </Step>

  <Step title="Save the pipeline">
    Click **Save** under **Actions** in the right-hand toolbar. The asterisk should disappear from the pipeline tab, leaving `Test-DocDemo-01`.

    To verify the asset landed correctly, return to Project Manager, select the project, and confirm the pipeline now appears in the asset list where the table previously read **No data available in table**.

    The recording does not show this save or the verification, so treat this as the required closing step rather than an observed one.

    <Frame caption="Designer showing the Test-DocDemo-01 tab and the Actions toolbar containing Save">
      <img src="/images/sops/create-snaplogic-project-and-pipeline/image49.jpg" alt="SnapLogic Designer with the Test-DocDemo-01 pipeline tab active, a Directory Browser Snap on the canvas, and the right-hand toolbar showing Execution, Configuration, Version Control, Transfer, and Actions groups including Save" />
    </Frame>

    <Warning>
      An unsaved pipeline exists only in the browser session. Closing the tab before saving discards the Snaps and their configuration.
    </Warning>
  </Step>
</Steps>
