Getting Started

Set Up a Project

Create a tracking project for Google, Bing, YouTube, the app stores or the LLM Tool from Project settings in the Client panel.

5 min read Updated October 5, 2026

Where to find it in Prism:Client panelWorkspaceProject settings

What is it?

A project in Prism is the workspace for one website or brand. Your admin links your account to it. Inside that project, you create tracking projects for each channel you want to follow, such as Google rankings or the LLM Tool. Each tracking project has its own domain, location, device, frequency and list of keywords or prompts.

Why use it?

Rank tracking and AI visibility reports only show data for the tracking projects you create. If a report says, for example, No Google projects linked to this account yet, you need to add a Google tracking project here.

Before you start

You must be a project admin or owner. Viewers cannot open the Client panel. See Roles and permissions.
Your account must be linked to a project. If you see No projects assigned yet, ask your admin to add you.
Prepare your keywords or prompts as an Excel file (.xlsx or .xls). See the file format below.

How to use it

Open the Client panel
In the Prism panel, open the Current Project switcher in the top bar and click + New project. This opens the Client panel.
Open Project settings
In the Client panel sidebar, under Workspace, click Project settings.
Pick the channel tab
Choose the tab for the channel you want: Google, LLM Tool, Bing Rankings, YouTube, Play Store or App Store. You only see tabs for channels that are turned on for your project.
Click Create Project
Click + Create Project. The Create project form opens.
Fill in the form
Complete the fields for that channel (see the table below). Fields with a star (*) are required.
Upload your file and save
Upload your Keywords or Prompts Excel file, then click Save changes. You will see Settings saved.

Project settings, with one tab per channel.

Understanding the screen

The form fields

Field	What to enter	Channels
Project Name*	A name you will recognise in reports.	All
Brand Name*	Your brand as people write it.	All except Play Store and App Store
Domain field	The label changes by channel: Domain or Brand Domain for websites, Channel ID for YouTube, App ID (Package Name) for Play Store, Bundle ID for App Store.	All
Brand Aliases	Other ways people write your brand name.	Where shown
Language, Country, Location***	Where and in which language to track.	All
Device Type*	The device to track rankings on.	Google, Bing, YouTube
Sync Frequency*	How often the data refreshes: the options your admin has set up, such as Daily, Weekly or Monthly.	All
LLM platforms	The AI platforms to check your prompts on.	LLM Tool
Competitors	Brands or sites to compare yourself with.	Where shown
Keywords or Prompts file	Your Excel list.	All

Frequencies and LLM platforms are set by your admin

The Sync Frequency options and the LLM platforms list come from what your admin has set up for the project. If nothing is set up, the form shows one of these hints:

No frequency configured on the master project for this channel — ask your admin to add one.
No LLM platforms configured on the master project — ask your admin to add one.

Keywords and prompts files

Only Excel files (.xlsx or .xls) are accepted. The first row must have exactly these headers. The order does not matter, but nothing can be missing and nothing extra can be added.

File type	Required headers
Keywords (Google, Bing, YouTube, app stores)	`Keywords`, `Brand`, `Category`, `SubCategory`
Prompts (LLM Tool)	`Prompts`, `Category`, `SubCategory`

A category is a group for your keywords or prompts, such as a product line. You can then filter reports by category and sub-category. Read more in Keywords and prompts.

Example

For example, you want to track 50 keywords for your shoe store on Google in India, on mobile, every week. Open Project settings, choose the Google tab and click + Create Project. Enter "Shoes – Mobile" as the project name, your brand name and your domain. Pick the language, country, location and device, then choose Weekly as the frequency. Upload a file with the headers Keywords, Brand, Category and SubCategory, and click Save changes.

Tips

Create one tracking project per device or location you care about.
Use the same category names across your files so reports group neatly.
To change a project later, open it from the Actions column of the table. See Project settings.

Common issues

Message	How to fix it
Project name is required	Enter a project name.
Brand name is required	Enter your brand name.
Language, country and location are required	Pick all three.
Device type is required	Pick a device.
Sync frequency is required	Pick a frequency. If the list is empty, ask your admin to add one.
Select at least one LLM platform	Tick at least one platform on the LLM Tool tab.
You can only upload Excel files!	Save your list as .xlsx or .xls and upload again.
Invalid headers. Expected exactly: …	Fix the first row of your file. The message lists what is missing and what is unexpected.
No channels are enabled for this project.	No channel is turned on yet. Ask your admin.

Frequently asked questions

Where is the button to create a new project?

Open the Client panel, go to Workspace then Project settings, pick the channel tab, and click Create Project. The New project button in the Current Project switcher takes you to the Client panel.

Why is the Sync Frequency list empty?

No frequency has been set up for this channel yet. The form shows a hint asking you to contact your admin, who can add one.

Why does my keywords file say Invalid headers?

The first row must have exactly the expected column names, with nothing missing and nothing extra. For keywords that is Keywords, Brand, Category and SubCategory. For prompts it is Prompts, Category and SubCategory.

Can a viewer create a project?

No. Only project admins and owners can open the Client panel, where tracking projects are created.

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