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…
We’ve put a considerable amount of effort into ensuring Panorama is translatable. This also means you can change any of the words in Panorama to other words even if it’s English to English. For example you might want to change “Projects” to “Cases.” There are a couple of different ways…
Adding Links to Panorama Menus You can add links to the primary Project Panorama menus including: The hamburger menu on Panorama dashboard pages The hamburger menu on Panorama project pages The footer menu on all pages To do so, simply follow these steps: Go to Appearance > Settings in the…
Changing templates, using your themes template, custom functionality, etc…
Adding a logo, favicon, changing colors and the dashboard address.
Panorama allows both manual and automatic e-mail notifications. If you use Slack, you might want to consider the Slack add-on by Real Big Plugins. Before using either type of notifications, it’s important that you configure the default notification settings. This can be done by going to Projects > Settings and…
To simplify and organize which users are assigned to which projects, you can create teams within Panorama. This is done by going to Projects > Teams within the WordPress dashboard. Teams have a title, description, assigned users and optional icon or image. Once a team is created, you can assign…
If you want to send people to a generic page or to a listing of all projects they have been assigned to, you can send them a link to the “address” folder your projects are located at. So if a single project address is http://www.yourdomain.com/panorama/website-redesign-for-company-xyz you’d send people to http://www.yourdomain.com/panorama/….
If you don’t want to require logging in to access projects, you can provide clients with a direct link to the project instead. Unless you want this to be a publicly available project, we recommend keeping the “hide from search engines” setting left on. Once you’ve created the project, you…
You can control who can access a project by editing the project itself and navigating to the “Access” tab at the top. You have the following options: Hide projects from search engines (enabled by default) Restrict access to specific users – if disabled, anyone with the project web address can…
Project Panorama gives you control over who can access projects and what capabilities they have. This starts by assigning users an appropriate “user role.” WordPress has several user roles built in such as subscriber, author and administrator. When you create or edit a user in WordPress you can choose which…
The bottom line of most projects are tasks that need to be completed. Typically a project is broken into phases, each which have their own set of tasks. In Panorama, if you have automatic calculation enabled as a task is completed it will adjust how complete the phase is which…
Most projects are large enough where they have multiple phases. Phases are simply a grouping of related tasks typically organized in order of which they are started. For example, a project often starts with a “planning” phase, as the planning is necessary to complete the remainder of the project. Phases…
With Panorama you have the ability to create project milestones in 5% increments. Milestones are a method of indicating events which occur once the project reaches a certain completion point. The most common examples would include billing and meetings. For example, you might bill a client an additional amount once…
Overview Panorama supports the uploading and attachment of documents to projects. Documents have the following attributes: Title Description ( 1 – 2 lines ) Status File / Link Status indicates if the document has been approved, is in review, is being revised or has been rejected. This allows you and…
Project Panorama allows you to input key details about each of your project including: Client name Client / project logo Project description Start date (if applicable) End date (if applicable) If both start and end date are set, Panorama will automatically calculate how much of the project time has elapsed….
Basics Project Panorama puts a “Projects” menu item into your WordPress admin interface. Once installed, you can create individual projects by navigating to the projects menu item and selecting “Add Project.” Each project has it’s own project page, which can be seen by editing the page and selecting “view project”…