42.1 Project Collaboration Content

A Project can contain several kinds of shared or internal content, including Files, Discussions, and Project Notes.

Use each area for its intended purpose so that Project information remains organized and understandable to authorized users.

42.2 Project Files

The Project Files area is used to store files related specifically to the Project.

Examples can include:

• Project deliverables.
• Reference documents.
• Customer-provided files.
• Supporting working documents.
• Other Project-specific material.

42.3 Uploading Project Files

When file upload is available to your account:

1. Open the correct Project.
2. Open Files.
3. Select the file-upload action.
4. Choose the intended file.
5. Review Customer visibility where presented.
6. Complete any available description information.
7. Upload the file.
8. Verify it appears under the intended Project.

42.4 File Visibility

The Project file workflow supports changing whether a file is visible to the Customer.

This is a Project-specific sharing decision.

Before making a file customer-visible, verify that:

• The file belongs to this Customer and Project.
• The file is the correct version.
• It contains no unintended internal information.
• It is appropriate for customer access.

42.5 Bulk File Actions

The Project file workflow includes bulk processing for selected files.

Depending on your permission and the selected operation, bulk actions can change file visibility and can delete files when deletion is permitted.

Important: Review every selected file before a bulk visibility or deletion action.

42.6 Project Discussions

Discussions provide a conversation area associated with the Project.

Confirmed Discussion information includes:

• Subject.
• Description.
• Customer visibility.
• Comments/replies.
• Attachments.
• Last activity.

42.7 Creating a Discussion

1. Open the Project.
2. Open Discussions.
3. Select Create Discussion.
4. Enter a clear Subject.
5. Enter the Discussion Description.
6. Review whether the Discussion should be visible to the Customer.
7. Save the Discussion.

42.8 Discussion Comments

Discussion participants can add comments/replies through the supported Discussion workflow.

Use comments to continue the same Project conversation instead of creating a new Discussion for every response.

42.9 Discussion Attachments

Attachments can be associated with Discussion activity.

When adding one, verify that the file belongs to the Discussion and that its visibility is appropriate for the intended participants.

42.10 Editing and Deleting Discussion Content

The Discussion workflow supports editing and deletion actions where the signed-in user has the applicable access.

Do not remove useful Project conversation merely to make the history shorter. Edit or delete only when a legitimate correction or removal is required.

42.11 Project Notes

AIUNIFY CRM also provides Project Notes.

The source identifies these as personal/internal notes associated with the Project.

Use a Project Note when the information is useful to your own Project work but does not belong in a Customer-visible Discussion.

42.12 Saving a Project Note

1. Open the Project.
2. Open the Notes area.
3. Enter the Project Note.
4. Save it.
5. Verify that it appears in the Project's Note history available to you.

42.13 Choose the Correct Collaboration Tool

File	Stores a Project-related document or asset.
Discussion	Stores collaborative Project conversation and replies.
Project Note	Stores internal/personal Project context.

42.14 Best Practices

• Upload files to the correct Project.
• Review customer visibility before sharing.
• Use Discussions for collaborative conversation.
• Keep replies within the applicable Discussion.
• Use Project Notes for internal working information.
• Review bulk file selections carefully.
• Do not place confidential internal information in customer-visible content.