Projects

Projects organize work in Nomic. A project groups files, conversations, and — on Business and Enterprise — team members into a shared workspace. Any time you need durable context around a set of documents, a project is the right tool.

For example:

• A large commercial construction project linked to Autodesk Forma, where all drawings, specs, and submittals sync automatically
• A small residential engagement with a synced SharePoint folder of plans and contracts
• An internal operations team collaborating on workflow ideas with a shared knowledge base of firm standards

When linked to an Autodesk Forma or Bentley project, all project files sync automatically. But you can just as easily create a project from scratch and populate it with uploaded files or documents from connected integrations.

A project collects:

• Files and folders — the context the Nomic agent uses when answering questions in the project
• Conversations — all Nomic agent sessions started in the project, visible on the project page
• Members — teammates with access to the project's files and conversations

Project Number​

A project can carry your firm's own job or project number, so work in Nomic lines up with the identifier your accounting and project management systems already use.

Enter it when you create a project, or later from Project Settings → General. It is optional — scratch and test projects can be left without one — and Nomic does not validate it or require it to be unique, so phases of the same job can share a number.

Once set, the project number appears on the project details panel, in the projects list (which you can also search by number), and in the admin Projects dashboard and its CSV export. It is also returned on the API's project and analytics responses, which is the intended way to attribute AI spend to a job in an external system.

Organization admins can edit the number for any project from Admin → Projects, including projects they are not a member of. This is the way to backfill numbers onto projects that already exist. Within a project, only project admins can change it; other members see it read-only.

Project files​

Open a project's Files page to manage the documents Nomic can use in that project. Files and folders shown there are available to project conversations automatically; you do not need to attach them again for each session.

Projects can include two kinds of files:

• Project files are owned by the project. They are stored in the project's folder, shared with project members, and managed by project admins.
• Linked files remain in their original location in Nomic. They keep their existing sharing settings and are marked Linked in the project's file list.

Project members with permission to edit can use Add files to upload files or folders, create a folder, move content from Drive into the project, or link files from Drive. Use a move when the project should own and share the content; use a link when the source should remain where it is.

Members​

Project members and invites are available on Business and Enterprise. Individual plan projects are personal — you cannot invite teammates.

Each organization project has its own member list with role-based access:

Role	What they can do
Admin	Everything a Member can do, plus edit settings, manage members, and delete the project
Member	Start conversations and view project files

To invite a teammate, click Invite from Project Settings → Members and enter their email address. Invited users join as Members. To remove a member, use the actions menu on their row. Any member can be removed — make sure at least one Admin remains.

The Projects API manages the same membership. There, Admin and Member are the admin and editor roles, and the API adds a third Read-only member role (viewer) that grants read-only access.

Project Conversations​

Project conversations are grouped into two views on the project page:

• All Sessions — Every conversation in the project you have permission to view
• My Sessions — Conversations you created

Click Search Sessions to find project sessions by title. Search is scoped to the current project.

If a conversation belongs in a different workspace, the session owner can open the session actions menu and choose Move to Project. Moves keep the conversation history, redirect the chat to its new location, and let the owner review sharing after moving into another project.

Linked Integrations​

On Business and Enterprise, if your organization has the Autodesk Forma, Bentley, or Trimble ProjectSight integration enabled, a project can be linked to an external project. Linked projects are indicated by a badge in the Projects list.

Linked projects automatically sync project content so the Nomic agent has access without any manual file attachment. See the relevant integration guide for supported content and setup instructions.