Organizing with Projects

As your report library grows, projects help you stay organized. Whether you're researching items for an upcoming auction, cataloging a personal collection, or preparing insurance documentation, projects give you a flexible way to group and annotate your work.

What Are Projects?

A project is a named folder that groups your analysis sessions and reports together. Think of it like a research folder — 'Christie's Asian Art Week', 'My Jade Collection', or 'Insurance Documentation 2026'. Each project can have a description, and items within it can carry their own notes and star ratings.

Creating and Managing Projects

Create a new project from the sidebar using the + button next to 'My Projects', or from the projects management page. You can rename projects by clicking the title, add descriptions, archive completed research, or delete projects you no longer need. Deleting a project never affects your underlying sessions or reports.

Adding Sessions and Reports

Add items to a project from anywhere: the session detail page, the report page, the sessions list, or the library. Use the 'Add to Project' button or the three-dot menu. An item can belong to multiple projects — a jade vase report might live in both your auction research project and your personal collection project.

Stars, Notes, and Per-Item Context

Within a project, you can star important items to flag them for attention — like marking your top picks before an auction. You can also add notes to any item: lot numbers, price limits, source information, or personal observations. Stars and notes are specific to the project link, so the same report can have different annotations in different projects.

Pinning and Prioritizing

Pin your most active projects to keep them at the top of the sidebar. Pinned projects always appear first, so your current research is always one click away. Archive completed projects to keep your sidebar clean without losing any data.

Pro Tip: Auction Research Workflow

Create a project for each upcoming auction. Add sessions as you research catalog items. Star your top picks, add lot numbers in the notes, and use the project detail page as your auction day cheat sheet — all your research, values, and notes in one place.