Your first project (part 2): more details
Now you have a project created and saved in your Control Center. You should now be on the details page for the job. You will see the information you entered on the previous step, along with a number of additional boxes and fields that you can edit as needed.
Project access options
Let's start by looking at the Project Access box on the right.
The project is listed on your own planroom by default. If you have Virtual Planrooms created for your customers, you can click the "+" icon to list this project on additional planroom sites.
At the bottom of this box you see that "Order and download options" is grayed out, at the moment this project doesn't have any ordering or downloading enabled. Let's change this! Click the pencil icon to edit.
We see that we have multiple options for both print orders and downloads. Let's go with a simple flat/custom price for now, and we'll worry about SQFT calculations and global pricing later. For now, we'll just put a flat $200 for a print set, and $40 for a digital download set.
Super, let's save that.
Documents
Next, let's scroll down a bit and look at the Documents box on the right.
This is a good place to stick high-level project documents, like a "Notice to Bidders.pdf" or an "Advertisement for Bid.pdf". It's also a good place to put Pre-Bid meeting agenda or sign-in sheets, and of course the final "Bid Tabulation.pdf" file.
You can simply drag-n-drop to upload documents to this box.
Public Notes
You may want to post a lot more details about the project, such as the scope of work, information about the pre-bid meeting, trades or bid packages, etc. The best place to do this is in the Public Notes area. Here you can copy/paste content from invitation to bid, or the specbook, or wherever you might have information that you want planroom users to see right up front.
You can format the public notes to highlight important details, structure lists into bullets, and make it easy for users to read through.
Great, let's save this. I think we have a pretty good start on our project details, it's time to go upload the plans & specs.