Project Settings

Team

To manage Project collaborators, select the Team pane in your project Settings. Collaborators can be added individually or as groups of users.

To add collaborators to a Project:

1. Search for the collaborator or the group you want to add. Multiple collaborators and groups can be added at once.

You can invite users who are not part of your Workspace. Invitations to join the Workspace are sent to them, and once accepted, they become Project collaborators. See instructions on how to do this here.

Only group members are added when a group is assigned to a Project. Group managers are not included.

2. Select a user role.

   • Annotator: Can access and label tasks in all or selected Annotate stages in the Project.
   • Reviewer: Can access and review tasks in all or selected Review stages in the Project.
   • Annotator & Reviewer: Performs both annotation and review tasks.
   • Team Manager: Can access and label tasks in all stages in the Project. Can move, assigns, prioritize tasks to users. Can manage Project collaborators.
   • Admin: Grants full administrative control over the Project.

3. Click Add to project.

To remove a user or group from the Project click the Delete icon in the Unassign column.

How to import collaborators using a CSV

1. Click Actions.
2. Select Import collaborators.
3. Add the CSV file containing users and their roles.
4. Click Submit.

CSV files must be formatted in the following manner:

Email,Role,Group
[e-mail],Admin,
[e-mail],Annotator,
[e-mail],Annotator,

Options

Copy Project

To copy a Project:

1. Click the Copy project button in the Options section of the Project’s Settings.
2. Select the components of the Project you want to copy into the new Project. The Ontology must be copied and is therefore always selected. All components of the current Project are selected by default.

You can copy any combination of the following assets:

• Datasets – All Datasets are copied.
• Labels – Copies labels in specified data units. By default, all labels are included. To copy only specific labels, select Selected Labels from the dropdown. Click +Advanced settings to filter labels by status.
• Models – Copies all models in the Project, including their training logs.
• Collaborators – Copies all Project users along with their roles. Project admins are always included.

3. Click the Make a copy button to copy the Project with the specified components.

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Upload Annotation Instructions

1. Navigate to the Settings tab of your Project.

2. Click the Upload file button to upload instructions for your annotators. Both PDF and video files are supported (.mp4, .webm, .mov, .avi, .mkv).

To ensure the best possible results, provide as much detail as possible about what you would like annotated and how precise bounding boxes should be drawn. For example, instead of saying ‘person’, consider defining what should constitute a person for your annotators - only a full person? A torso? Or should any part of a person in a frame be labeled as a ‘person’? The more specific your annotator instructions, the higher the chances that your annotators perform well.

Once uploaded, annotation instructions are accessible within the Label Editor, and the Workflow tab of your Project. PDF instructions are displayed as an embedded document, while video instructions play automatically in the Label Editor.

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Project Tags

Project tags are created and managed on the Workspace level. Once created for the Workspace they can be added to individual Projects.

Project tags allow you to:

• Flexibly categorize and group your Projects.
• Filter your list of Projects by tag.

To add or remove Project tags:

1. Navigate to the Settings tab in a Project and click the Project tags drop-down. All available tags in your Workspace are shown.
2. Click on a tag to add it to a Project.

Remove a tag from your Project by clicking the same tag again, or clicking the x button next to its name.

You can also edit Project tags directly from the Project Overview page. Hover over the Project tags card to reveal the Edit button, then click it to add or remove tags inline.

The Edit button on the Project tags card is only visible to users with tag-edit permissions, and only for Projects associated with a Workspace. Projects created before Workspace membership do not support this feature.

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Issue Tags

Issue tags can be created and managed on the Workspace level by Workspace admins, or on the Project level by Project admins.

A complete walkthrough of all things Issues and Comments related can be found here.

Issue tags allow you to:

• Flexibly categorize and group your issues within Projects.
• Get insights on issues being created by collaborators.

To add or remove Issue tags from Projects:

1. Navigate to the Settings tab for a Project and click the Issue tags drop-down. All available tags in your Workspace are shown.
2. Click on a tag to add it to the Project.
3. (Optionally) Create a new tag by typing the name of the tag and hitting ENTER.

Remove an issue tag from your Project by clicking the same tag again, or clicking the x button next to its name.

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Ontology Settings

You can view or switch the Ontology attached to your Project.

Changing the Ontology can render existing labels invalid and lead to data inconsistency.

• Click the Switch ontology button to switch the Ontology linked to your Project. The resulting pop-up allows you to choose an existing Ontology from a list, or create a new Ontology for this Project.

• Click the View ontology button to view the details of the Ontology that is attached to the current Project.

When an Ontology is already configured, the Project Overview page displays an Edit button directly on the Ontology card. Hover over the card to reveal the button, then click it to open the Ontology editor without navigating to Settings.

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Preload Next Task

Turning on the Enable task media preloading feature preloads the next task in the background while the user is working in the Label Editor. This reduces wait times for the next task after submitting a task. This setting is disabled by default.

When enabled, the preloaded task is automatically assigned to the user, preventing others from initiating it.

• This feature is supported for single images and videos.
• Only the media file is preloaded. Labels are not preloaded.

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Hide Annotator Usernames

Enable this setting to hide annotator usernames and emails during consensus review. When enabled, annotator identities are replaced with “Hidden user” labels and anonymous avatars throughout the Label Editor.

To enable or disable this setting:

1. Navigate to the Settings tab of your Project.
2. In the General section, toggle the Hide annotator usernames switch.

This setting only affects the display of annotator identities in consensus review mode. It does not impact task assignment, project permissions, or other functionality.

When this setting is enabled, all annotator-specific visual elements (usernames, emails, avatar colors) are anonymized to maintain reviewer objectivity during consensus evaluation.

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Manage Datasets Attached to a Project

Change Dataset

The Datasets section of the Options pane shows all the Datasets attached to a Project.

Add or Remove a Dataset

1. Open the Project Data Management modal

   Navigate to the Settings tab of your Project and open the Project Data Management modal.

2. Select a Dataset

   In the left panel, click the Datasets tab and select the Dataset you want to add or remove. The center panel displays a thumbnail preview of the Dataset’s files.

3. Add or remove the Dataset

   • To add the Dataset, click Add to project in the center panel.
   • To remove an already-attached Dataset, click the X next to that dataset in the Project data panel. Encord displays a confirmation prompt before removing the Dataset.

   The default Dataset for a Project cannot be removed and shows an DEFAULT badge.

   If a Dataset has a backing storage folder (a live Dataset), the Project data panel displays a LIVE indicator. New files added to the source folder automatically appear in the Project.

Add or Configure a Folder

1. Open the Project Data Management modal

   Navigate to the Settings tab of your Project and open the Project Data Management modal.

2. Select a folder

   In the left panel, click the Folders tab and select the folder you want to add. The center panel displays the folder’s contents.

3. Select files

   Choose which files to include:

   • Click Select all to include every file currently in the folder.
   • Select individual files to include only a specific subset.
4. Configure Continuous Data Flow (optional)

   Toggle Continuous data flow to control whether future files added to the folder automatically enter the Project.

   Continuous Data Flow is only available when all items in the folder are selected. The toggle is disabled when only a subset of items is selected.

   When Continuous Data Flow is on, the behavior depends on whether you have also applied filters:

   • No filters — All new files added to the folder automatically appear in the Project.
   • With filters — New files pass through the configured filters before entering the Project.
5. Apply filters (optional)

   Use the filter options in the center panel to narrow which files from the folder are included in the Project.

6. Add or update the folder

   • To add the folder to the Project for the first time, click Add to project.
   • To save changes to an already-added folder (file selection, filters, or Continuous Data Flow settings), click Update.
   • To remove the folder from the Project, click Remove from project.

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Project Explorer Configuration

All collections and embeddings are lost when reconfiguring the project explorer. This action cannot be undone.

You can reconfigure the explorer settings to adjust how your data is processed and analyzed in your Projects.

To reconfigure project explorer settings:

1. Navigate to the Settings tab of your Project.
2. In the Project Explorer Configuration section, click Configure.
3. In the configuration modal, adjust the following settings as needed:
   • Video Sampling Rate: Set the frame sampling rate for video files
   • Custom Embedding Key: Specify a custom key for embeddings computation
   • Compute Embeddings: Enable or disable embeddings computation
   • Compute Advanced Metrics: Enable or disable advanced metrics computation
4. Click Configure to apply the new settings.

The reconfiguration process re-imports your Project data with the new settings. This may take some time depending on the size of your Project.

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Rules

Setting	Applies To	Description	Behavior / Notes
Required 3D segmentation coverage	3D scene (point cloud)	Sets the minimum percentage of cloud points that must be covered by segmentations before a task can be submitted.	Helps enforce annotation completeness for point cloud segmentation tasks.
Required bitmask coverage	Image or video tiles	Sets the minimum percentage of pixels that must be covered by bitmasks on every frame.	Set to 0 to disable. Applies frame-by-frame across every frame in a tile.
Prevent cuboid overlap	3D scene (cuboids)	Warns annotators when cuboids overlap each other in the 3D scene.	Overlaps surface in the rules panel and are highlighted in the editor.
Prevent segmentation overlap	3D scene (point cloud segmentations)	Warns annotators when point-cloud segmentations cover the same points within a label space.	Overlapping pairs surface in the rules panel, grouped by the frames the space is active on.
Prevent bitmask overlap	Image or video tiles	Warns annotators when bitmasks cover the same pixels on a frame.	Overlapping pairs surface in the rules panel, with an optional mode that highlights the overlapping regions in red.
Minimum points inside cuboid	3D scene (cuboids)	Sets the minimum number of sensor points that must fall inside a cuboid.	Cuboids below this count are highlighted in the editor. Leave empty to disable.

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Delete Project

You can delete your Project by going to the Danger zone tab of the Project settings.

To delete a Project, click the red Delete project button.

Deleting your Project does not delete the Datasets attached to the Project, but it does delete the Project’s labels and Ontology.