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Managing Projects

Once you’ve created projects, Finch Fusion provides tools to keep them organized and up to date. This guide covers project management tasks.

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Switching Between Projects

To work on a different project:
  1. Click the project selector dropdown at the top of the sidebar
  2. Your available projects are listed alphabetically
  3. Click the project you want to open
  4. The sidebar updates to show that project’s documents and reports
Recently accessed projects appear at the top of the list for quick access.

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Viewing Project Details

To see information about a project:
  1. Open the project you want to inspect
  2. Click the Settings icon next to the project name
  3. View project details including:
    • Creation date
    • Number of documents
    • Number of reports
    • Collaborators

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Project Stats

Each project tracks usage statistics:
StatDescription
DocumentsTotal number of uploaded and web-sourced documents
ReportsNumber of generated or manually created reports
CollaboratorsNumber of users with access to the project

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Renaming a Project

To change a project’s name:
  1. Open the project settings
  2. Click the Edit button next to the project name
  3. Enter the new name
  4. Click Save to confirm
Renaming a project does not affect its documents, reports, or shared access.

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Organizing Your Projects

As your number of projects grows, keep them organized by:

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Using Clear Naming Conventions

Establish a consistent naming pattern:
  • [Client] - [Topic] - [Date]
  • [Industry] - [Analysis Type] - [Quarter/Year]
  • [Company] - [Report Type]

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Archiving Projects

For projects that are finished but may be needed for future reference, you can archive them instead of deleting them.

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How to Archive

  1. Open the project you want to archive
  2. Click the Settings icon
  3. Select Archive Project
  4. Confirm the action

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What Archiving Does

  • The project is removed from your active project list
  • All documents, reports, and chat history are preserved
  • Collaborator access is maintained
  • The project can be restored at any time

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Restoring an Archived Project

To bring an archived project back to your active list:
  1. Navigate to your archived projects
  2. Find the project you want to restore
  3. Click Restore
  4. The project returns to your active project list with all content intact
Archiving is reversible, unlike deletion. Use archiving when you want to declutter your workspace without losing any data.

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Project Contents

Each project contains:
Content TypeDescription
DocumentsUploaded source files (PDFs, DOCX, TXT) and web sources
ReportsGenerated analysis and reports
Chat HistoryConversations with the AI assistant
GraphsKnowledge graphs showing entity relationships

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Deleting a Project

Deleting a project permanently removes all its documents, reports, and chat history. This action cannot be undone. Consider archiving instead.
To delete a project:
  1. Open the project you want to delete
  2. Click the Settings icon
  3. Scroll to the bottom of the settings panel
  4. Click Delete Project
  5. Confirm the deletion in the dialog that appears

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What Gets Deleted

When you delete a project:
  • All uploaded documents are permanently removed
  • All generated reports are deleted
  • Chat history is erased
  • Knowledge graphs are removed
  • Shared access is revoked for all collaborators

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Who Can Delete Projects

  • Project owners can delete their projects
  • Collaborators with edit access cannot delete projects
  • Viewers have no delete permissions

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Troubleshooting

Check if you’re logged into the correct account. Projects are tied to your user account and organization. Also check if the project has been archived.
Unfortunately, deleted projects cannot be recovered. Consider using archive instead of delete for projects you might need later. Contact support if you need assistance.
Try refreshing the page. If the problem persists, check your internet connection or contact support.