Saving Assets to Projects

In AMPLYFI, Report Templates, Explore Views, Custom Bundles and Generated Reports

can be saved to a Project. Projects act as containers that define where assets live, how they're organised, and who can access them.

Why Saving to a Project Is Important

Saving assets to a Project ensures:

• ✅ Your work is organised and easy to find later
• 🔐 Access is properly managed based on the Project’s visibility and membership
• 🔗 The asset can be reused in Reports, Generative Research, or shared with your team

Think of a Project as the "home" for your work — without a home, your assets can’t be accessed, reused, or shared effectively.

• Generated Reports (optional) – Enables scheduling, version control, collaboration, and reuse
• Intelligence Views – Required to reuse Views or reference them as content sources in Reports
• Custom Bundles (optional) – Lets you scope bundles privately within a Project or make them org-wide
• Report Templates (optional) – Allows use of project-scoped sources within templates and makes templates reusable by other project members

How to Save Assets to a Project

• From Explore (Views): Click Save View, then select or create a Project
• Generated Reports: Click the Project Icon in the report toolbar and assign it to a Project
• When Creating a Report Template (optional): Select Project-scoped, then assign it to a Project during setup
• When Building a Custom Bundle (optional): Choose Project-scoped, then assign it to a Project during setup

Important Notes

• Assets inherit the visibility of their assigned Project (Private or Public)
• If you want to collaborate or reuse an asset, saving it to the correct Project is essential

If you need help deciding where to save your assets, contact support at support@amplyfi.com