What are Projects?
Projects in Transfer-PCM help you organize your file transfers into logical groups. Think of projects as folders that contain related transfers, making it easier to manage multiple file sharing activities for different purposes, clients, or campaigns.
How to Access Projects
- Main Navigation: Click "Projects" in the top navigation menu
- Dashboard: Access projects from the dashboard sidebar
- Direct URL: Navigate to /projects in your browser
- Transfer Filters: Use projects to filter transfers in the transfers list
How to Use Projects
Creating a New Project
To create a new project:
- Go to the "Projects" page
- Click the "Create Project" button
- Fill in the project details:
- Name: Give your project a descriptive name
- Description: Add details about the project purpose
- Color: Choose a color to help identify the project
- Click "Create Project" to save
Managing Projects
Once created, you can manage your projects:
Project Actions
- Edit: Modify project name, description, or color
- View Transfers: See all transfers in the project
- Delete: Remove the project (transfers remain but lose project association)
- Statistics: View project-specific analytics
Project Organization
- Sorting: Arrange projects by name, creation date, or activity
- Filtering: Search for specific projects
- Bulk Actions: Select multiple projects for batch operations
Assigning Transfers to Projects
You can assign transfers to projects in several ways:
During Transfer Creation
- When creating a new transfer, select a project from the dropdown
- This automatically organizes the transfer in the chosen project
After Transfer Creation
- Go to the transfer details page
- Click "Edit Transfer"
- Select a project from the project dropdown
- Save the changes
Bulk Assignment
- Select multiple transfers from the transfers list
- Use the bulk actions menu to assign to a project
- Choose the target project from the dropdown
Project Features
Project Overview
Each project provides a comprehensive overview:
Project Statistics
- Total Transfers: Number of transfers in the project
- Total Files: Combined number of files across all transfers
- Total Downloads: Combined downloads for all project transfers
- Total Size: Combined file size of all project transfers
- Last Activity: When the project was last updated
Project Analytics
- Performance Metrics: Track how project transfers perform
- Download Trends: See download patterns for the project
- Geographic Data: Track where project transfers are accessed
- Time Analysis: See when project transfers are most active
Project Management
Project Settings
- Name: Change the project name
- Description: Update project description
- Color: Change the project color for visual identification
- Visibility: Control who can see the project (if team features are enabled)
Project Transfers
- Transfer List: View all transfers in the project
- Transfer Details: Access individual transfer information
- Transfer Actions: Edit, download, or delete transfers
- Transfer Statistics: View analytics for each transfer
Organization Strategies
Project Naming Conventions
Use consistent naming to organize projects effectively:
By Client
- Client Name - Project Type
- Example: "ABC Corp - Marketing Materials"
- Example: "XYZ Company - Product Photos"
By Campaign
- Campaign Name - Date
- Example: "Summer Sale 2024 - Assets"
- Example: "Holiday Campaign - December"
By Content Type
- Content Category - Purpose
- Example: "Videos - Training Materials"
- Example: "Documents - Contracts"
Color Coding
Use colors to quickly identify project types:
- Red: Urgent or high-priority projects
- Blue: Client projects
- Green: Internal projects
- Yellow: Marketing campaigns
- Purple: Creative projects
Project Hierarchy
Organize projects in a logical structure:
Main Categories
- Client Projects: All client-related transfers
- Internal Projects: Company internal transfers
- Marketing Projects: Campaign and promotional materials
- Archive Projects: Completed or historical transfers
What to Expect
Project Creation
- Projects are created instantly
- You can start assigning transfers immediately
- Project statistics update in real-time
- Projects appear in all relevant dropdowns
Project Management
- Edit project details at any time
- Move transfers between projects
- Delete projects without affecting transfers
- View project-specific analytics
Project Analytics
- Track performance across project transfers
- Identify most successful project types
- Monitor project activity over time
- Export project-specific reports
Advanced Project Features
Project Templates
Create reusable project structures:
- Standard Projects: Use consistent project setups
- Project Copying: Duplicate existing projects
- Template Library: Save common project configurations
Project Collaboration
If team features are enabled:
- Shared Projects: Collaborate with team members
- Project Permissions: Control who can access projects
- Team Analytics: Track team project performance
Project Automation
- Auto-Assignment: Automatically assign transfers to projects based on rules
- Project Rules: Set conditions for automatic project assignment
- Smart Organization: Let the system suggest project assignments
Common Issues and Tips
Project Organization Issues
- Too Many Projects: Consolidate similar projects
- Unclear Names: Use descriptive, consistent naming
- Missing Projects: Check if projects were accidentally deleted
- Wrong Assignments: Use bulk actions to reassign transfers
Project Management Tips
- Create projects before starting transfers
- Use consistent naming conventions
- Regularly review and clean up old projects
- Use colors to visually organize projects
- Monitor project analytics to improve organization
Best Practices
- Keep project names short but descriptive
- Use projects consistently across all transfers
- Review project performance regularly
- Archive completed projects instead of deleting
- Use projects to track client or campaign success
Project Analytics
Performance Tracking
Monitor how your projects perform:
Project Metrics
- Transfer Count: Number of transfers in each project
- Download Rate: Average downloads per transfer
- Engagement Rate: How often project transfers are accessed
- Growth Rate: How quickly projects are growing
Comparative Analysis
- Project Comparison: Compare performance across projects
- Trend Analysis: Track project performance over time
- Success Metrics: Identify most successful project types
Project Reports
- Project Summary: Overview of all projects
- Project Details: Detailed analysis of specific projects
- Export Options: Download project data for external analysis
- Scheduled Reports: Automatically generate project reports
Project Integration
Transfer Integration
- Automatic Assignment: Set default projects for new transfers
- Project Filters: Filter transfers by project
- Project Search: Search transfers within specific projects
Team Integration
- Shared Projects: Collaborate on projects with team members
- Project Permissions: Control access to sensitive projects
- Team Analytics: Track team project performance
API Integration
- Project API: Manage projects programmatically
- Automated Organization: Use API to organize transfers automatically
- External Tools: Integrate with external project management tools