---
title: Projects (Folders)
slug: projects-folders
icon: {"faIcon":"fa-solid fa-folder-open"}
docTags: 
createdAt: 2025-06-04T15:01:51.430Z
---

Projects in VLX 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

1. Navigate to the **Projects** tab under your team.
2. Click the **+ New Project** button.
3. Enter a **Project Title**, optional description, and status.
4. 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:

1. Open your project and click **Add Inspection**.
2. 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:

1. Go to the **Report** tab within the Project.
2. Select which inspections to include in the report.
3. Customize sections such as:
   - Flagged items
   - Inspection data
   - Media and document appendices
   - KYPiT Analytics (for Pro+ and Enterprise)
4. 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.