Domain 5 · 12% of the exam
Configuration and Knowledge Management
Set up Projects so Claude starts every conversation informed: know which layer holds what, choose between uploads and live connectors, write short standing instructions, and keep configurations current.
Task statements
- 5.1
Projects: Instructions and Knowledge
A Project has layers, and each layer has a job. Project instructions hold the standing rules that apply to every conversation. Project knowledge holds reference material. The individual prompt holds what is specific to this one request.
- 5.2
Uploaded Knowledge and Connectors
Information can reach Claude by upload or by connector. An uploaded file is a snapshot that goes stale. A connector, such as to a drive or mailbox, reads current content when you use it. Choose based on how often the source changes.
- 5.3
System-Level and Project Instructions
Standing instructions work best when they are short, specific, and maintained. A tight list of rules Claude can follow beats a long essay of preferences, and instructions need an owner who updates them as the work changes.
- 5.4
Maintain and Update Configurations
A Project is a living asset. You maintain its knowledge, and stale or cluttered configurations produce confidently wrong results. Replace outdated files, prune what no longer applies, and assign clear ownership for quality.