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.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.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.
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.
Project roles
Project members are assigned one of four fixed roles:Project Manager, Team Leader, Uploader, or Viewer
A member whose Global or Property role includes Manage projects can manage every Project on the relevant Property without being added as a Project member.
Anyone with access to a Project can see all members of that Project and all photos, hotspots, and floors that have been added to it.
What happens when a Project expires
When a Project expires, some users can still view it, but Project actions are paused until the expiry date is extended.- Project members in the Property’s organization can still view the Project.
- Users with the Manage projects permission can view and re-open the Project by extending the expiry date.
- Externals with Project access lose access after expiry unless they have the Manage projects permission.
- While expired, no one can upload photos, comment, change members, change structure, or use SLAM.
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.
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.
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.
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.
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.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.
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.
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.