Projects Overview

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 next to a Project name to quickly zoom to that location on the map. 

Adding Comments to a Project

After opening a Project, you can add comments in the side panel. Select the Comments icon to add a comment and collaborate with your team on the project.

Tagging a Project

In the side-panel, 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.