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Overview

A Project defines a focused area of work within a property. It uses selected hotspots and photos so members can collaborate, upload mobile phone photos, and attach them to 360 photos.

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Why use Projects

Projects help you manage work within a defined area of a property. They make it easier to control who is involved, keep collaboration focused, and give everyone involved visibility of the work they are participating in.

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Key concepts

  • Property-scoped. A Project belongs to one property only.
  • Defined scope. A Project includes selected hotspots and selected photos.
  • Collaborative. Members work together within the Project area.
  • Role-based. Project members are assigned one of four fixed Project roles.
  • Permission-based visibility. Projects appear in My projects and All projects depending on whether you are a Project member and on your permissions.
  • Lifecycle. Projects can have an expiry date, can be archived, and can be deleted.
For the full permission breakdown, see Project roles and Permissions matrix.

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Project lists

  • My projects. Projects you have been added to as a member.
  • All projects. All Projects in your organization that you can see because your role includes the Manage projects permission.
Home and Projects. The Home icon shows recent activity in Projects you are a member of. If you are not a member of any Projects, Home will be blank, even if your role includes Manage projects and you can see Projects in All projects. To see Project activity in Home, you must be added to a Project as a member.

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Project roles

Project members are assigned one of four fixed roles: Project Manager, Team Leader, Uploader, or Viewer.
Project access is shaped by both Project roles and broader permissions. A person’s Project membership and Project role control the access they are given through the Project itself, but Global and Property permissions can also extend what that person can do. For example, if someone has Manage projects through their Global or Property role, they can add or remove members and assign Project roles, including Project Manager, even if they are not relying on their assigned Project role to do so.
  • Project Manager. Full editing access to all areas of the Project, including managing members and settings.
  • Team Leader. Can add and remove Uploaders and Viewers but has no control over Project settings. Cannot upload photos to a hotspot in a Project, only attached photos.
  • Uploader. Can upload attached photos, comment on photos, view floors in the Project, and view others’ photos in the Project. Cannot upload photos to a hotspot in a Project and cannot manage members or settings.
  • Viewer. Can comment on photos, view floors in the Project, and view others’ photos in the Project. Cannot upload photos and cannot manage members or settings.
Anyone added to a Project can see all members, all photos, all hotspots, and all floors.

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What happens when a Project expires

  • Commenting on photos in the Project is no longer possible. Commenting on the same photo in the Property remains available.
  • Externals lose access to the Project and all photos within it.
  • Organization members who do not have Manage projects permissions also lose access if they were members of the Project.
  • Organization members with Manage projects permissions can still view and edit the Project but cannot upload photos, add members, or comment unless the expiry date is extended.

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Create a Project: Details tab

1

Open the property

Open the property where you want to create the Project.
2

Create the Project

Open Projects and click Create.
3

Enter Project details

In the Details tab, enter the Project name, and a Description if needed.
4

Set expiration

Set the Project expiration date, or select Does not expire.
5

Next

Click Next.

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Create a Project: Structure tab

1

Open Structure

Open the Structure tab.
2

Select the floor

Select the floor.
3

Select hotspots

Select the hotspots you want to include in the Project.
4

Select photos

For each included hotspot, select the photos you want to include.
5

Next

Click Next.

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Create a Project: Members tab

1

Open Members

Open the Members tab.
2

Add members

Click Add members, then search for and select the members.
3

Assign Project roles

Assign a Project role to each member.
4

Confirm

Confirm the selection and finish creating the Project.

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How to edit a Project

1

Open Projects

Open Projects.
2

Select the Project

Select the Project you want to edit.
3

Click Edit

Click Edit.
4

Make changes

Open the relevant tab and make your changes.
5

Save

Click Save.
Details, Structure, and Members can all be updated after creation.

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How to add or remove members

To add: open Projects, select the Project, click Edit, open the Members tab, click Add members, then enter the first 3 letters of the name for existing members of your organization, or the full email address for externals and new users. Assign a Project role and confirm. To remove: open Projects, select the Project, click Edit, open the Members tab, find the member, click the delete icon, and confirm.

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How to change a member’s Project role

1

Open Projects

Open Projects.
2

Select the Project

Select the Project.
3

Click Edit

Click Edit.
4

Find the member

Open the Members tab and find the member.
5

Update the role

Select the new Project role and click Save if required.

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How to archive a Project

1

Open Projects

Open Projects.
2

Select the Project

Select the Project you want to archive.
3

Click Edit

Click Edit.
4

Archive and confirm

In the Details tab, click Archive project and confirm.
Archiving removes the Project from listings and makes it inaccessible to users. The Project’s photos and metadata are preserved. You can still search for photos uploaded through that Project by using the Project name.

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How to delete a Project

1

Open Projects

Open Projects.
2

Select the Project

Select the Project you want to delete.
3

Click Edit

Click Edit.
4

Delete and confirm

In the Details tab, click Delete project and confirm.
Permanently deleting a Project removes the Project and all its related information, including Project members and the ability to filter for photos by this Project. Photos uploaded through the Project are not deleted. They remain in the property. This action cannot be undone.