Installation Login to your WordPress admin at https://www.yourdomain.com/wp-admin Navigate to Plugins > Add New Click on the “Add New” button at the top left Select the psp-kanban.zip file you downloaded from your account or purchase email Click “Activate” after the plugin has been uploaded Navigate to Projects > Settings >…

The Project Panorama LearnDash Integration allows you to associate a course with a project task, and then assign that task/course to any number of users on the project. Upon assignment, the users will automatically be enrolled in the course and task progress will automatically be calculated as an average of…

The Project Panorama BuddyPress / BuddyBoss integration allows you to assign projects to groups, giving users within the group the ability to see and manage group projects based on their respective permissions. Assigning Projects to Groups The first step is to create or assign an existing project to your group….

Simply Schedule Appointments is an easy way to manage appointment scheduling right within WordPress. This integration will allow you to add a schedule an appointment button to Project Panorama, allowing your clients, customers, and team to book an appointment with you easy! Requirements You must have the following plugins installed…

The Sprout Invoices add-on will allow you to create estimates, invoices and accept payments all through your Panorama projects! To get started Install Sprout Invoices Install the Project Panorama Sprout Invoices add-on plugin Creating a Project Both Panorama and Sprout are organized around the concept of “projects.” The Sprout Invoices…

Project Panorama uses the powerful Advanced Custom Fields library to power some of it’s functionality. This popular tool enables rich WordPress editor layouts in an intuitive and beautiful UI. There is a free version of the Advanced Custom Fields library that contains reduced capabilities available on the WordPress repository. To…

Installation Upload the add-on through Plugins > Add New Activate the plugin through the ‘Plugins’ menu in WordPress Make sure you have Project Panorama Professional and Gravity Forms installed and activated See additional support documentation here Create Your Form Create your form just like you would any other form. Keep…

The Project Panorama WooCommerce integration allows customers to purchase a project through WooCommerce. Upon purchase, WooCommerce will clone a project from a specified template and assign the customer to the new project. At that point, the customer can login and review or manage the project themselves. To setup the WooCommerce…

New user projects allows you to automatically create and assign a new user to a project upon registration. The plugin lets you specify what user role should be automatically assigned a project and what project should be used as a template. After installing the plugin take the following steps to…

Because Panorama takes advantage of WordPress’ “Custom Post Types” you can import and export your projects using the native WordPress tools. Exporting Projects Within the WordPress admin go to Tools > Export A list of all your content types will appear, select “Projects” as the type of content you want…

To simplify the amount of work required to manage projects we have several options to automatically or manually determine project progress. There are three primary options: Manual project and phase calculation Automatic project calculation, manual phase calculation Automatic project and phase calculation Manual Project and Phase Calculation The first option…

We’ve encountered two common problems that prevent users from logging into Panorama. Redirect to Login Page If after a login attempt you’re redirected back to the same login page then typically it’s one of two problems. Caching First you might have a caching problem. Cache is a method of “saving”…

There are a few common issues with e-mail notifications. Notification Settings The first is failing to configure the default from name and e-mail address, which often causes the e-mails to be rejected from mail servers. Host / WordPress Conflicts The second most common issue is a problem with the email…

To ensure Panorama looks and functions as it should, we disable third party shortcodes on Panorama project pages. You can enable the capability to use shortcodes by following these steps: Go to Projects > Settings > Advanced First enable “Enable wp_footer call on project pages” Visit the project page with…

How to address display issues when using Project Panorama shortcodes in a post or page.

How to diagnose “404 page not found” errors.

If you’re having problems, please start here.

You can cancel, extend and upgrade your license by logging into your ProjectPanorama.com account, finding the product you’d like to change and clicking the “view license” link. NOTE: If you purchased using PayPal you’ll need to cancel your subscription by logging into PayPal and follow these steps. From this spot…

We’re regularly updating Panorama, adding new features, improving performance and smoothing out the experience. If your license is active you’ll receive a notification within the WordPress dashboard and you can update the plugin simply by clicking “Update Plugin” on the WordPress Plugins page. Updating Errors If you get the error…

How to manually activate and deactivate sites through your ProjectPanorama.com account.