Introduction

"Projects" provide a way to organize information into distinct work areas. The most common reasons for creating Projects include separating information by:

• Seasons
• Clients

You can define project-specific information to help differentiate between clients or seasons. A product may appear in multiple projects, each containing its own project-specific details. The most common use case is when you have carryover products from one season to the next, which need to be re-planned with season-specific tags or other relevant details.

Prerequisite

To use Projects, the Projects module must be activated. Please reach out to your local ProStudio Admin or contact the Profoto support team for assistance.

You may need to define specific Project attributes. For more information on how to do this, please refer to System configuration, Project Attributes

Add projects

To add projects you go to settings/projects and create your specific project(s). 

Assigning products to projects

Assigning products to projects may be done in three ways:

1. Via the general product view
2. Via the search/scan multiple view
3. Via the Work order view of products

In each of the views you selects the products you want to move/change projects on and do the following

1. Select the products
2. Select Action/Edit Project
3. Select the proper action
   • Add Selected
   • Replace Existing with Selected
   • Remove selected
4. Select the project(s) you want to add/replace/ remove the products to/from

Note:  If you use Projects, it is very important to assign all products to the various projects. If not assigned, they will remain in the default project that is automatically added when activating the Projects module.

Assigning Work Orders to projects

Once you decide to work with projects, you must assign each Work Order to a project. When the Projects module is activated, this step becomes mandatory during the creation of a Work Order.

Showing projects in the products listing

You can display your projects in the product listing across all product views. To do this, click the “Column” button in the top-right corner of the product listing, then check the box labeled “Projects.”

Note: If you add products to a Work Order that is associated with a different project than the products you're adding, those products will also be linked to that project.

Project specific attributes

You can add project-specific attributes, which will contain information unique to each project. This means that if you have a carryover product that exists in two different projects, it can have distinct values in each project.

For example, if you have tags for different types of photo shoots, such as one for model photography and another for flatlay photography, you can mark the product as "model photography" in one project and "flatlay photography" in the other.

To create project-specific tags, please refer to the "Advanced Settings" section and select "Configure Product Attributes."