Projects (Folders)

projects in visualogyx allow you to organize multiple inspections under a single folder like structure this is especially useful when performing inspections across different locations, assets, or time periods as part of the same initiative — such as a property portfolio review, safety audit rollout, or multi unit walkthrough what is a project? a project is a container for grouping related inspections it doesn’t replace your templates or inspections — it simply gives you a better way to manage them, generate unified reports, and track status at a higher level use cases for projects grouping inspections by property , site , or asset type managing multiple phases of work (e g , pre site, during, and post site checks) organizing inspections for different buildings or units within a larger scope bundling related inspections into a single combined pdf report how to create a project navigate to the projects tab under your team click the + new project button enter a project title , optional description, and status add custom fields , select an overview template if applicable, and set a location adding inspections to a project you can either add an existing inspection select any previously completed or in progress inspection from your account create a new inspection directly from the project and select the desired template to do this open your project and click add inspection choose either add existing or create new , and follow the prompts once added, all inspections within the project are accessible from a single view, making it easy to monitor status, contributors, and findings exporting reports with multiple inspections one of the biggest benefits of using projects is the ability to generate a single report that includes multiple inspections to export go to the report tab within the project select which inspections to include in the report customize sections such as flagged items inspection data media and document appendices kypit analytics (for pro+ and enterprise) download or email the unified pdf report this is ideal for sharing compiled documentation with external stakeholders like clients, lenders, or regulators — all in one place tips & best practices use clear naming conventions like “quarterly site audits q1 2025” or “aventura retail portfolio” to stay organized archive completed projects to declutter your workspace while preserving your records if you need help setting up your first project or want to explore workflows that auto assign inspections to projects, reach out to our team — we’re happy to guide you