Workspaces
Workspace Types
When creating a new Workspace, you must define its scope by selecting one of two primary types: General or Focused. This selection determines how the environment is managed and the stability of the configurations within it.
📂 Selecting the Right Scope
| Workspace Type | Purpose and Usage | Typical Examples |
|---|---|---|
| General | Designed for broad, long-term, and operational functions that require large, integrated datasets and stable configurations. General Workspaces are often permanent fixtures that service large teams and are linked to critical business reporting needs. | Global Procurement, Finance, North America Operations |
| Focused | Designed for specific, temporary, or experimental projects, often involving smaller, targeted datasets. Focused Workspaces are ideal for developing a niche classification model, testing a new data enhancement source, or conducting a proof-of-concept before deploying results to a General Workspace. | Logistics, IT Audit, Marketing Pilot |
⚖️ Comparison at a Glance
General Workspaces
- Longevity: Intended for ongoing, multi-year spend management.
- Collaboration: High. Supports multiple users and complex role-based permissions.
- Stability: Changes to Agents or Taxonomies are governed strictly to maintain reporting continuity.
- Data Volume: Optimized for high-volume, multi-source datasets.
Focused Workspaces
- Longevity: Often project-based or ephemeral (deleted after the objective is met).
- Collaboration: Targeted. Limited to the specific subject matter experts (SMEs) involved in the project.
- Flexibility: High. Encourages rapid iteration of classification rules and Agent training.
- Data Volume: Typically handles smaller, extracted subsets of data for precision work.
Strategic Recommendation
Most organizations begin with a General Workspace for their core spend data and spin up Focused Workspaces as "R&D labs." Once an Agent is perfected in a Focused Workspace, its logic can be replicated or its results exported into the General environment for final stakeholder reporting.