Egnyte offers AI-powered Project Recommendations feature enabling the users to identify and mark existing folders in Egnyte as a Projects.
There are many reasons for a user to mark a folder as a Project if needed in Egnyte, such as:
- Access to Smart Upload to automate photo capture to a respective Project (Enterprise Lite and up).
- Reduced exposure at Project completion via Project Lifecycle Management (Project Hub only).
- Streamlined access to Projects on mobile with Automated Project Detection (Project Hub only).
- Instant access to critical Project information via the Project Dashboard.
- Inherited Project metadata on all subfolders and files.
This feature is available to customers having Project capability in their plans such as Platform Enterprise Lite, Platform Enterprise, Life Sciences, and GxP plans as well as customers having the Project Hub add-on. Contact your account manager or Egnyte Sales team for more information.
Access Project Recommendations
Contextual Entry Point
Project Recommendation contextually displays within a folder that Egnyte believes should be marked as a Project.
Users can take the following actions by clicking on Project recommendations:
- Not a project - This will remove the project recommendation tag from the folder.
- Mark as project - This will start the project conversion process and ask for project attributes, such as Project Name and Project Status.
- View all - This will show all Project recommendations that a user has permissions to view across the entire domain. In this workflow, a user can select multiple folders and mark them as a Project or not a Project in bulk.
Recommended Projects in Project Dashboard
- Navigate to Dashboard -> Recommended projects
- Select the folder(s) to mark as project or not a project.
- Egnyte scans the domain once a week, updating the Recommended Projects with newly identified folders.
- Egnyte scans the “/Shared” folder path, and not Private folders.
- Project recommendations are available to users with permissions to mark a folder as a Project.