What are Projects?
Projects are collections that group your room designs, cost estimations, and planning work together. Instead of managing individual images scattered across your gallery, organize everything for a complete renovation into one project.
Use Cases
- Full home renovation - All rooms in one project
- Client work - Each client gets their own project
- Before/after documentation - Track transformation progress
- Design options - Multiple concepts for the same space
Plan Required: Projects are available with Professional plans and above.
Creating a Project
Step 1: Open Projects
Navigate to Projects from the sidebar or go directly to /projects.
Step 2: Click "New Project"
Click the blue "New Project" button in the header area.
Step 3: Fill Project Details
The creation dialog asks for:
- Project Name - Clear, descriptive title
- Description - Brief summary of goals
- Category - Type of project (optional)
- Priority - High, Medium, or Low
- Tags - Keywords for filtering (optional)
Step 4: Create and Open
Click "Create" to save. You'll be taken to the project detail page to start adding content.
Organizing Content
Adding Designs to Projects
From your Gallery:
- Open any saved design
- Click "Add to Project"
- Select the target project
- The design is linked
Adding Cost Estimations
From Cost Estimations:
- Open any cost analysis
- Click "Link to Project"
- Choose the project
- Cost data is associated
Viewing Project Contents
On the project detail page, see:
- All linked room images
- Associated cost estimations
- Activity timeline
- Project statistics
Project Status & Tabs
The Projects page has six tabs for filtering:
All Tab
View every project regardless of status. Shows total count.
Active Tab
Projects currently in progress. These are your ongoing work.
Completed Tab
Finished projects. Mark a project complete when renovation is done.
On Hold Tab
Paused projects. Use this for projects waiting on decisions or funding.
Archived Tab
Old projects you want to keep but hide from active view.
Statistics Tab
View aggregate data across all projects:
- Total projects by status
- Average items per project
- Completion rates
- Activity trends
Filtering and Sorting
Filters Panel
Click "Filters" to access:
- Search - Find projects by name or description
- Priority - Filter by High, Medium, Low
- Category - Filter by project category
- Sort By - Last Updated, Date Created, Title, Priority
- Tags - Click tags to filter by keyword
Grid View
Toggle between 2, 3, or 4 column layouts with the grid icon.
Clear Filters
Click "Clear Filters" to reset all filtering options.
Sharing Projects
Share Entire Projects
- Open a project
- Click the Share button
- Set permissions (Viewer, Editor, Admin)
- Copy the share link or invite by email
Permission Levels
| Role | Can View | Can Edit | Can Manage |
|---|---|---|---|
| Viewer | Yes | No | No |
| Editor | Yes | Yes | No |
| Admin | Yes | Yes | Yes |
Client Presentations
Use projects for client reviews:
- Add all design options to the project
- Include cost estimations
- Share with Viewer access
- Client can browse and comment