Learn how to create and manage your Transect Projects.
A Transect Project is created by defining a boundary in the Map, which is referred to as an “Area of Interest” (AOI). Project boundaries can be saved to view on the map or used to generate a report on that area.
In this article, you’ll learn how to:
Creating a Project
- Select the Map from the top navigation bar.
- Define your project boundary on the map. This article walks through the steps on how to search for a project site.
- Once your project boundary is defined, add a project name in the ‘Manage’ modal and select Save.
- After creating a project, you can access it by clicking the Projects tab.
Once you’ve created a few projects, you can organize them into folders for easy access.
Sharing a Project
- Select the Map from the top navigation bar.
- Click the Projects tab and select the relevant project.
- In the side panel, click Share
and select the checkbox next to the user(s) you’d like to add.
- Use the dropdown next to the user’s name to set their access level to either Viewer, Collaborator, or Owner.
- Optionally, click the ‘Share with your entire company’ toggle to share with all users in your organization.
- When finished, select Save.
Looking for how to share a report? Check out this article to learn more.
Renaming a Project
Once you've located your Area of Interest (AOI) and saved it as a project, you can modify the project name within the Map.
- Select the applicable AOI from your projects
- In the side-panel, click the pencil and enter a new name.
- Complete the ‘Project Type’ dropdown and select Save.
Ordering a Report from a Project
- Select the Map from the top navigation bar.
- Click the Projects tab and select the relevant project.
- In the side panel, click Run Report.
- Add your project details to the relevant fields on the next page. If "I don't know" is selected as an option, Transect will provide a more conservative estimate for your project.
- Select Save & Order Report.
The report will be generated in the background, so you don't need to stay on the page. You'll receive an in-app notification and email with a link to view the report when it's ready.
Managing Projects
Zooming to a Project Location
Within the Projects tab, click the arrow icon 
Adding Comments to a Project
After opening a Project, you can add comments in the side panel. Select the Comments icon
Cloning a Project
In the side-modal, select the 3-dot menu in the upper right corner, then select Clone Project. 
Tagging a Project
In the side-modal, click Assign Tags and check the box to add an existing tag, or select Create New to add a new tag. When finished, select Apply. You can learn more about Tags in this article.
Changing the Project Boundary Color
In the side-panel, click the 3-dot menu and select Border Color. From here, you can change the boundary color to blue, green, purple, orange, yellow, or teal.
Deleting a Project
Next to a Project name, click the 3-dot menu and select Delete Project. A pop-up will confirm the deletion of your project and associated comments where you can click Yes to continue.
