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Managing project and instance assignment in Customer Portal

Last updated on Jul 27,2026 |

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Cloud, Portal

by Johnny H.

Introduction

Organizing virtual infrastructure into structured groups allows account administrators to streamline resource management and maintain strict organizational control. The IPServerOne Customer Portal provides built-in tools to create dedicated project groups, assign instances to specific projects, remove unneeded assignments, or delete unused projects altogether. Whether you are categorizing cloud servers by department, client, or environment type, managing these assignments helps team members easily locate and monitor resources. By following this guide, system administrators can effortlessly handle the complete lifecycle of project groups directly through the IPServerOne management interface.

Important Note ⚠️: Kindly take note that this guidance is for Hourly-based Cloud Instances. For Subscription-based Cloud Instances, please contact your Account Manager or open a ticket with Support to assist with project management.

Prerequisite

Access to IPServerOne Customer Portal
Access to IPServerOne Customer Portal with active Cloud Instance service
Basic knowledge of IPServerOne Customer Portal navigation

Step-by-step guide

Step 1: Access to projects managing site

Login into our [Customer Portal]
If you wish to assist to manage the instance’s projects that is not under your user account, you may ask instance’s owner to grant you the necessary role by [Delegate access in portal: Assigning roles and notifications to secondary users]
Navigate to project managing site by click the Project on the left side menu.

Step 2: Managing projects

There are 2 ways to create new project in Customer Portal, which create within the project managing site and instance managing site.
For instance managing site, the guidance will be share in the next step, Step 3: Projects instance assignment.

Create project

Click on the CREATE PROJECT button.
Enter you desired name for the new project.
Once you have entered the details, click CREATE button to save.

Delete project

Click DELETE button to begin the removal process.

Click DELETE again to confirm you wish to delete the project

If there are any of the instances, volumes & snapshots added to the project, it will be deleted together.
Important Note ⚠️: Deleting a project is permanent and will remove all associated cloud instances, volumes & snapshots. Ensure all necessary data is backed up or migrated before proceeding.

Step 3: Projects instance assignment

There are 2 ways to assign the project to instances in Customer Portal, in project managing site and instance managing site.
Using project managing site allow you to perform the actions in the fastest way. While instance managing site allow you to wider view of the instance list before performing any actions.

Project managing site

Once you have created a new project, a window will show up and provide the option ADD (only appears when there are instances being selected) or SKIP FOR NOW.

If you have missed the window or the project was not created recently, you may click on the NAME to start adding the instances to the project

In this screen, you will be seeing the assigned instances listed. Click MANAGE PROJECT INSTANCES to start the assignment

Tick on the instance you wish to assign then ADD to apply

Instance managing site

Navigate Cloud Instance and click on ACTIONS drop-down then select Add to Project
Tips 🖊️: You can use CREATE PROJECT to create new project on the spot and add to it after creation

Select the Project from the drop-down then click ADD button to apply

To remove the project from the instances in project managing site and instance managing site.

Removing project from instances

In project managing site, click on ACTIONS drop-down then select Remove from Project_Name

In instance managing site, click on ACTIONS drop-down then select Remove from Project_Name

To move instances from a project to another project in project managing site and instance managing site.

Moving instances to another project

In project managing site, click on ACTIONS drop-down then select Move to Project

In instance managing site, click on ACTIONS drop-down then select Move to Project

Both project managing site and instance managing site will pop-up a new window, select the Project from the drop-down then click MOVE button to apply

Conclusion

By following this guidance, you can efficiently create project groups, assign or remove cloud instances, and delete projects within the IPServerOne Customer Portal to maintain a well-organized cloud environment.

For additional assistance or if you encounter any issues, please contact our support team at support@ipserverone.com.

Article updated on 27 July 2027 by Johnny