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.
Overview If enabled, projects have two areas where you can have discussions. There is an entire project related discussion at the bottom of the page and each phase has an area for discussions. By default, new messages will not trigger an e-mail notification. You can enable this feature by following…
Project Panorama has three shortcodes for embedding content into other posts and pages, and three shortcodes to add functionality to the projects themselves. Shortcodes for Projects You can use shortcodes to show and hide content based on phase or milestone completion. The shortcodes that allow you to do this are:…
Panorama includes a calendar that compiles all the important dates across all projects a given user has access to. Meaning if a user is a subscriber or project owner, they will only see the dates related to projects they’ve been assigned. Project managers and administrators will see all the dates…
You may find that many of your projects share a very similar structure or have the same team members. Rather than setting up a new project from scratch, you can use Panorama’s “clone” system to setup Project Templates. Simply create a generic version of a common project and build out…