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.
Archiving a Project
From the Dashboard, check the boxes next to the reports you'd like to archive. Next, select Archive and confirm that you'd like to archive these reports by selecting Yes, Archive. To access your archived reports, select Archived Projects from the "My Projects" dropdown.
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.
