# Projects

DarcyIQ Projects transform how teams organize and collaborate on customer engagements. **Create dedicated project spaces with isolated knowledge bases, shared access, and centralized artifact management** to ensure everyone on your team has the same context and can deliver consistent, high-quality work.

{% hint style="success" %}
**Perfect for customer deliveries**: Create an "Acme Corp Migration" project containing all customer documents, meeting transcripts, architecture diagrams, and requirements - then share it with your entire delivery team.
{% endhint %}

## Key Benefits

| Benefit                  | Description                                                  | Business Impact                                |
| ------------------------ | ------------------------------------------------------------ | ---------------------------------------------- |
| **Dedicated Workspaces** | Isolated project environments with their own knowledge bases | Prevent information bleeding between clients   |
| **Team Collaboration**   | Share projects with specific team members                    | Ensure consistent context across the team      |
| **Artifact Management**  | One-click artifact addition from any Darcy feature           | Keep all deliverables organized and accessible |
| **Knowledge Isolation**  | Project-specific knowledge bases                             | Maintain client confidentiality and focus      |
| **Unified Context**      | All project materials in one searchable location             | Reduce time finding information by 80%         |

## How Projects Work

### Project Architecture

Projects serve as intelligent containers that organize and contextualize all work related to a specific customer or initiative:

| Component                  | Function                                 | Value                                     |
| -------------------------- | ---------------------------------------- | ----------------------------------------- |
| **Project Knowledge Base** | Dedicated AI-searchable repository       | Instant access to all project information |
| **Artifact Library**       | Centralized storage for all deliverables | Version control and easy sharing          |
| **Team Access Control**    | Granular permission management           | Secure collaboration                      |
| **Activity Timeline**      | Complete history of project activities   | Full audit trail and progress tracking    |
| **Integration Links**      | Connections to external systems          | Unified view across tools                 |

## Creating and Managing Projects

### Creating a New Project

{% stepper %}
{% step %}
**Navigate to Projects** Access the Projects section from your main navigation menu or dashboard.
{% endstep %}

{% step %}
**Click "New Project"** Select the create button and provide project details including name, description, and initial team members.
{% endstep %}

{% step %}
**Configure Knowledge Base** Set up the project's dedicated knowledge base by uploading relevant documents, specifications, and reference materials.
{% endstep %}

{% step %}
**Add Team Members** Share the project with team members who need access, defining their permission levels.
{% endstep %}

{% step %}
**Start Collaborating** Begin adding artifacts, conducting meetings, and building your project's knowledge repository.
{% endstep %}
{% endstepper %}

### Adding Content to Projects

One of the most powerful features is the ability to add artifacts directly from any Darcy feature:

| Source               | Content Type                          | How to Add                                      |
| -------------------- | ------------------------------------- | ----------------------------------------------- |
| **Darcy Chat**       | Analysis, documents, diagrams         | Click "Add to Project" button on any artifact   |
| **Meetings**         | Transcripts, summaries, action items  | Select project during meeting setup or after    |
| **Workflows**        | Generated proposals, documents        | Choose target project in workflow configuration |
| **Research Reports** | Company intelligence, market analysis | Add report to project from report view          |
| **Apps**             | Dashboards, interactive widgets       | Link an app to a project during creation        |

### Project Knowledge Bases

Each project maintains its own isolated knowledge base, ensuring:

* **Data Segregation**: Customer A's data never influences queries about Customer B
* **Contextual Accuracy**: AI responses are based only on relevant project materials
* **Compliance Ready**: Maintain clear data boundaries for regulatory requirements
* **Performance Optimization**: Smaller, focused knowledge bases provide faster, more accurate results

## Team Collaboration Features

### Shared Context

When you share a project with team members, they instantly gain access to:

| Shared Element      | Description                              | Benefit                                        |
| ------------------- | ---------------------------------------- | ---------------------------------------------- |
| **All Artifacts**   | Every document, diagram, and deliverable | No more email attachments or version confusion |
| **Meeting History** | Complete transcripts and summaries       | New team members get up to speed instantly     |
| **Knowledge Base**  | All uploaded reference materials         | Consistent information source for all queries  |
| **Activity Log**    | Timeline of all project activities       | Complete visibility into project progress      |
| **AI Context**      | Shared understanding for Darcy Chat      | Everyone gets the same intelligent assistance  |

### Permission Management

Control access with granular permissions:

| Permission Level | Capabilities                       | Use Case                      |
| ---------------- | ---------------------------------- | ----------------------------- |
| **Owner**        | Full control, can delete project   | Project lead or account owner |
| **Editor**       | Add/modify content, manage team    | Core team members             |
| **Viewer**       | Read-only access to all content    | Stakeholders, reviewers       |
| **Contributor**  | Add content, cannot modify others' | Subject matter experts        |

## Use Cases

### Customer Delivery Projects

**Scenario**: Managing a complex cloud migration for Acme Corp

* Upload all RFP documents, technical specifications, and contracts
* Record and store all customer meetings
* Generate proposals and architecture documents
* Share with delivery team for consistent execution
* Maintain complete audit trail of all activities

### Sales Pursuit Management

**Scenario**: Coordinating a multi-million dollar opportunity

* Centralize all prospect research and intelligence
* Store meeting notes and follow-up actions
* Collaborate on proposal development
* Track all customer interactions
* Ensure smooth handoff to delivery team

### Partner Collaborations

**Scenario**: Joint solution development with technology partners

* Create shared workspace for partner materials
* Manage joint go-to-market content
* Coordinate on technical integrations
* Maintain version control on shared deliverables
* Control access to sensitive information

## Best Practices

### Project Organization

1. **Naming Convention**: Use consistent format like "\[Client] - \[Engagement Type] - \[Year]"
2. **Description Details**: Include key stakeholders, objectives, and timeline
3. **Initial Setup**: Upload all relevant background materials before inviting team
4. **Regular Cleanup**: Archive completed projects to maintain performance
5. **Access Reviews**: Periodically review and update team member permissions

### Knowledge Base Management

| Practice               | Implementation                             | Impact                           |
| ---------------------- | ------------------------------------------ | -------------------------------- |
| **Document Structure** | Organize files in logical folders          | 50% faster information retrieval |
| **Naming Standards**   | Use descriptive, searchable file names     | Improved AI comprehension        |
| **Version Control**    | Upload latest versions, archive old ones   | Prevent confusion and errors     |
| **Regular Updates**    | Add new materials as they become available | Maintain current context         |
| **Quality Control**    | Review uploaded content for accuracy       | Ensure reliable AI responses     |

### Team Collaboration

* **Onboarding Protocol**: Create standard process for adding new team members
* **Communication Standards**: Use project activity feed for important updates
* **Artifact Guidelines**: Establish naming and tagging conventions
* **Review Cycles**: Schedule regular team reviews of project content
* **Handoff Procedures**: Document transition processes for team changes

## Integration with Other Features

Projects seamlessly integrate with all Darcy features:

### Darcy Chat Integration

* **Contextual Queries**: Ask questions specific to project content
* **Artifact Creation**: Generate documents with project context
* **One-Click Addition**: Add any chat artifact to current project

### Meeting Integration

* **Automatic Association**: Link meetings to projects during scheduling
* **Transcript Storage**: All meeting content saved to project
* **Action Item Tracking**: Project-specific task management

### Workflow Integration

* **Project Templates**: Create workflow templates for project types
* **Output Routing**: Automatically save workflow results to projects
* **Bulk Processing**: Run workflows using project knowledge base

{% hint style="info" %}
**Pro Tip**: Start every customer engagement by creating a project. This ensures all team members have access to the same information and can leverage Darcy's AI with full context.
{% endhint %}