Projects - Manage seasons or clients

Modified on Tue, 23 Jul at 2:49 PM

Introduction

Projects is a way to split information up in different work areas. The most common reason to do this is to separate information into different:

  1. Seasons
  2. Clients

 

You may define project specific information to help ypu separate two clients or seasons. A product may exist in two different projects but contain project specific product information. The most common use case is when you have seasons and carry over products that needs to be re-planned in a new season with, for example, season related tags.

 

Pre-requisite

To use Projects you have to have the Projects module activated. Contact your local ProStudio Admin or contact your Profoto support team.

 

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 seach/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
    1. Add Selected
    2. Replace Existing with Selected
    3. 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 chose to work with projects you must assign each Work Order to a project as well. When you have the Projects module activated, this will be mandatory when creating the Work Order.

 

Showing projects in the products listing

You can show your projects in the products listing on all Product views, select the “Column” button on the top right of the product listing and tick the select box called “projects”.



NOTE: If you add products to a Work Order related to a different Project than the products you are adding, these products will then be related to that Project as well. 

 

Project specific attributes

There is an option to add project specific Attributes. These will then contain information specific to that Projects. This means that, if you have a carry over product that exists in two projects, they can have different values in each projects.

For example: Let’s say that you have tags for different types of photo shots, e.g. one for model photography and one for flatlay photography. In this case you may mark the product for model photography in one project and flatlay photography in the other.

For creating project specific tags, please see Advanced settings and “Configure product attributes”

 

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