Account & Team
Project Settings
View, create and edit tracking projects for each channel, and manage keyword and prompt files, from Project settings in the Client panel.
4 min read Updated
What is it?
Project settings is where admins manage the tracking projects inside a Prism project. A tracking project follows one channel, such as Google rankings or the LLM Tool, for one domain, location and device.
Why use it?
Use it to add a new tracking project, change a location or frequency, update your keyword or prompt list, or check who created a project and when.
Before you start
- You must be a project admin or owner. See Roles and permissions.
- To create your first tracking project, follow Set up a project.
How to use it
Open the Client panel
Open the Current Project switcher in the top bar and click + New project.
Open Project settings
Under Workspace, click Project settings.
Choose a channel tab
Pick Google, LLM Tool, Bing Rankings, YouTube, Play Store or App Store.
Find the project
Use the filters to narrow the table, then use the Actions column to view or edit a project.
Save your changes
In the Edit project form, change what you need and click Save changes. You will see Settings saved. Click Cancel to leave without saving.
Understanding the screen
Channel tabs
There is one tab per channel turned on for the project. If no channel is on, you see No channels are enabled for this project.
Filters
Above the table you can filter by Created by, Updated by, Frequency and Device.
Projects table
| Column | What it shows |
|---|---|
| Domain | The domain, channel or app being tracked. |
| Frequency | How often it refreshes (for example Daily, Weekly or Monthly). |
| Location | Where rankings or answers are checked. |
| Language | The search language. |
| Device | The device type, where the channel uses one. |
| Keywords | The keywords or prompts in this project. |
| Created / Created by | When and by whom it was created. |
| Updated | When it was last changed. |
| Actions | View or edit the project. |
The project form
The same form opens as Create project, Edit project or View project. Its fields are explained in Set up a project. In short:
- Sync Frequency options and LLM platforms come from what your admin has set up. If they are missing, you see a hint asking you to contact your admin.
- App Store tracking only supports country-level locations.
Keyword and prompt files
Files must be Excel (.xlsx or .xls). The header row must be exactly:
| File | Headers |
|---|---|
| Keywords | Keywords, Brand, Category, SubCategory |
| LLM prompts | Prompts, Category, SubCategory |
Use Download sample file for a template and Download current file to get what is saved now.
Keyword Setting
The Client panel also has a Keyword Setting group. It uses the same Excel rules, and its Export Keywords button downloads your keyword list (for example google-keywords.xlsx). Learn more in Keywords and prompts.
Example
For example, your Google tracking project refreshes Weekly, but you now want daily numbers. Open the Google tab, find the project, open it for editing from Actions, change Sync Frequency to Daily and click Save changes. The new frequency then decides how often its rankings refresh. See Data sync schedule.
Common issues
| Message | How to fix it |
|---|---|
| No frequency configured on the master project for this channel — ask your admin to add one. | Ask your admin to add a frequency. |
| No LLM platforms configured on the master project — ask your admin to add one. | Ask your admin to add LLM platforms. |
| Only Excel files (.xlsx, .xls) are accepted | Save the file as .xlsx or .xls. |
| Invalid headers. Expected exactly: … | Fix the header row. The message lists what is missing and unexpected. |
| Sync frequency is required | Pick a frequency before you save. |
Frequently asked questions
Why don't I see a tab for YouTube or the App Store?
You only see tabs for channels that are turned on for your project. If none are on, the screen says No channels are enabled for this project. Ask your admin.
How do I change how often a project refreshes?
Open the project for editing from the Actions column, choose another Sync Frequency, and click Save changes. The options come from what your admin has set up.
Can I download the keywords I uploaded?
Yes. Click Download current file in the project form, or use Export Keywords on the Keyword Setting screen.
Related articles
- Getting StartedSet Up a ProjectCreate a tracking project for Google, Bing, YouTube, the app stores or the LLM Tool from Project settings in the Client panel.Read
- Rank TrackingKeywords and Prompt FilesUpload the keywords and AI prompts Prism tracks, using Excel files with the exact column headers Prism expects.Read
- Account & TeamRoles and PermissionsWhat owners, admins and viewers can do in Prism, and how project modules and page access decide which pages each member sees.Read
- IntegrationsData Sync ScheduleWhen Prism syncs Search Console and GA4, how far back the first load goes, why the newest days lag, and how rank and LLM data refresh.Read
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