Essentials

Getting Started

This is the shortest path to your first plan. Keep the setup simple: one project, one workspace, managed execution, no governance yet.

What you need

A GitHub repository with OpenTofu or Terraform code
Cloud credentials Forgecroft can use
A state backend

Recommended defaults

One project
One workspace
managed execution
Auto-apply off
No governance for the first run

Steps

1. Create a project Go to Projects and create a project with a simple name like Infrastructure or Platform.

2. Create a workspace Add a workspace inside that project and fill in the workspace name, source repository URL, source branch, and source root.

3. Choose execution mode For the first run, use managed. If you need self-hosted execution, switch to the Agent guide.

4. Attach credentials Create or select credentials that match the cloud provider your IaC code uses, then attach them to the workspace.

5. Attach a state backend Create or select a backend, attach it to the workspace, and set a state key only if you want an explicit path.

6. Run a plan Trigger a plan from the workspace. If source, credentials, and state are all configured correctly, you should get a completed plan run.

What success looks like

A completed plan run
Plan output in the run detail page
Resource change counts

If it did not work

Your repo URL, branch, and source root are correct
Your cloud credentials are valid
Your state backend is reachable
The workspace is using the execution mode you intended

If you want more control and better troubleshooting guidance, use the Power guide.