This article gives a general overview of the projects page including project and design request statuses, sorting and understanding the projects page view.

Project Status

Sorting Projects

Project Details

Project Status Indicator 

Actions
Design Request Details  

Design Request Status

Projects Page View

Project Status

Select a status to sort and view projects by that status: 

• All
• Active
• Ordered
• Lost
• Cancelled

Sorting Projects

Use the drop down box to sort Projects by:

• Oldest
• Newest
• A to Z
• Z to A

Enter specifics to sort by project name, organization, or keyword

Project Details

Use the carrot to expand and collapse an overview of project info with previews of each request entered under that project.

The collapsed view of the project shows the project name and project status.

Expanded detailed project info includes: 

• Project Name
• Project Status
• Organization
• Date Created
• Expected Order Date
• Indicator whether Project Address has been provided or not
• Indicator whether Project Contact Info has been provided or not
• Rep Name

Project Status Indicator

The project status can be changed to any of the following:

• Active
• Ordered
• Cancelled
• Lost 

Actions

The actions option allows you to do the following:

• Edit Project Information
• Update Probability (of closing or winning the project)

• High
• Medium
• Low

• Close Project

• Lost
• Cancelled

Design Requests Within the Project

Each type of design request will be listed within the project shown with the status.

Design Request Details

• Proposal Name
• Type of Design Request
• Date Created (Draft Status), Requested (Submitted Status) or Completed (Complete Status) depending on status
• Designer (If assigned)

Design Request Status Indicators

• Draft
• Submitted
• In Design
• Hold
• Completed
• Ordered
• Cancelled

Select the Request to View

 Click on the request name to view the details of the request, edit the request or respond to a "hold" status.

NOTE: You can edit any type of request until it is put into "In Design" status.

Add New Request within a Project

At the bottom of each project card, there is an option to "Add New Request."  

While all request options will show, the only ones available will be those whose pre-requisite request types have already been entered: 3D before Virtual Tour or Fly Through, 2D before 3D or color change.

Alphabetical View of Projects within each organization

On the right side the projects screen, you will find an alphabetical condensed list of organizations and projects that you can quickly navigate to.

Enter New Project 

• See “Entering a New Project”