Project Settings Overview
Project Settings contains several sections that allow you to configure key details for your project.
Setting Up Project Messaging
To configure Project Messaging, navigate to Project Settings and select "Messaging."
Available Messaging Fields:
- Welcome Message for Show Users – Displays a welcome message on the Project Dashboard for all users.
- Welcome Message for Portal Users – Displays a welcome message on the main portal page for all portal users.
- Portal Closed Message – Displays a message to portal users (Requesters) when the Project State is set to Closed.
Editing Project Messages:
- Click the edit icon next to the message you want to update.
- Enter your new message in the text box.
- Click "Save" to apply the changes.
Setting Up the Project Calendar
The Project Calendar is automatically populated with project dates when the project is created. To make adjustments, navigate to Project Settings and select "Calendar."
Editable Fields:
- Day – Add or remove days from the Project Calendar.
- Category – Group project dates into predefined or custom categories (e.g., Load-In, Show Day, Load-Out).
- Label – Customize how the date appears in the project (e.g., Show Day 1, Load-Out Day 1).
Editing the Project Calendar:
- Click "Adjust Dates" to add or remove days.
- To modify the Category or Label, select the date you want to edit.
- Make your changes and click "Submit" to save.
Setting Up Project Locations
Project Locations allow you to define locations for use in Project Resources and Forms.
To add a Pickup Location for a specific item, refer to How to Create a Ticketing Resource.
To configure Project Locations, navigate to Project Settings and select "Locations."
Editable Fields:
- Name – Set the location’s name.
- Category – Group locations (e.g., Entrance, Box Office, Food/Beverage, Sponsor). You can select from existing categories or create your own.
- Performance Space – Marking a location as a Performance Space adds it to the list of Stages and allows it to be selected where performance spaces are used in the project.
Adding or Editing Locations:
- To add a location, click "Add Location," complete the required fields, and click "Submit."
- To edit an existing location, select the location, make your changes, and click "Submit."
Additional Features
Filtering Locations
- Filter by Category – View locations by category. (e.g., filter only Entrance locations).
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Filter by Performance Space – Show or hide Performance Spaces from the location list.
- Yes – Displays only performance spaces.
- No – Filters out performance spaces.
Filters are available at the top of the Location List.
Training Videos
Project Settings: Messages, Calendar, Locations - HERE
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Need Help?
If you’re experiencing technical issues, contact Event Systems at amp@c3presents.com with a summary of your issue.