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How to Add an Advance Type and Portals to a Project-Performers

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Adding an Advance Type for Performers to a Project

To add an Advance Type to a project, navigate to Advance Types & Portals and click "Create Advance Type."

Complete the following fields:

  • Name – The name of your advance type (e.g., Artists, Departments, Vendors, Sponsors, Food Vendors, Non-Profits).
  • Advance Tag – The tag applied to all portals added under this advance type. Choose from the dropdown or add a new one by typing in the submission field.
  • Show Artist Features – Toggle YES. This will open additional features in the advance portals needed for performers.
  • Default Message Boxes – Toggle ON. This will open additional messaging fields in the advance type for performers.

When you are finished, click "Submit."

Adding Portals to an Advance Type

To add Portals to an Advance Type, select the advance type and navigate to Portals. Click "Create Advance Portal."

Complete the following steps:

  1. Select the advance from the list of advances tagged for this advance type, or type the name of a new portal you would like to add and click "Create New Advance."
  2. When you are finished, click "Submit" and choose "Stay Here."

Once all your portals have been added to your advance type, you can edit messaging, access, approvers, and configuration. To view a portal, select it from the Portals List.

Setting the Advance Type Configuration

To edit the Configuration for the Advance Type, navigate to Configuration. Here, you will be able to edit the settings for all portals within the advance type.

The fields are as follows:

  • Name – The name of the Advance Type as it appears in the project.
  • Advance Tag – The tag applied to all portals in the advance.
  • Show Artist Features – Set to YES. This setting is reserved for performer Advance Types and provides access to additional features in their portals.
  • Key Contacts Requested – Allows you to set key contacts that all portals must complete. To edit, click the edit icon, begin typing contact types in the box, and press Enter to add additional contacts. Click "Submit" when finished.
  • Intake Form – Enables you to create an Intake Form for your advance portals to complete. Click "Add Question" to begin adding questions. To reorder how questions are displayed, click "Reorder Questions."
  • Show Project Welcome Message –
    • YES – Displays the project welcome message set by the leadership team to portals in the advance type.
    • NO – Hides the welcome message from portals in the advance type.

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Adding Messaging and Instructions for an Advance Type

You can add instructional content and messages that will appear across all portals within a specific Advance Type. Follow the steps below to add, edit, or reorder these messages.

 

To Add a Message or Instruction Box:

  1. Navigate to Advance Types and Portals.

  2. Select the applicable Advance Type.

  3. Go to the Messaging and Instructions tab.

  4. Click Add Instruction.

  5. In the pop-up window:

    • Title: Enter a title for your message or instruction box.

    • Active Toggle: Turn this ON (Yes) to display the message to all portals in the Advance Type, or OFF (No) to hide it.

    • Content: Enter your message or instructions in the text box.

    • Click Submit when finished.

  6. Enter your Content into the message box. 
    1. Use an existing messaging template or enter your message from scratch.
    2. Click Save when finished. 

To Edit an Existing Message or Instruction Box:

  1. Click the edit icon next to the field you want to update.

  2. Edit the desired fields:

    • Title – The heading that appears to users above your message.

    • Active – Toggle to Yes to make the message visible, or No to hide it.

    • Content – The body of the message or instructions shown to users.

  3. Click Save to apply your changes.

To Add Additional Messages or Instructions:

  • Click Add Instruction and repeat the steps listed above.

To Reorder Messages and Instructions:

  1. Click the Reorder button.

  2. Either drag and drop the boxes into your preferred order, or enter a sort number for each box.

  3. Click Save when done.

Viewing Assigned Resource Forms

To view the Resource Forms assigned to the Advance Type and Portals, navigate to Assigned Resource Forms. Here, you will find a list of resources assigned to the advance type, along with any portal-specific resource assignments.

The fields are as follows:

  • Show in Portal – YES means the resource is visible to portals in the advance type.
  • Request Deadline – Displays the deadline for resource requests set by the resource owner.
  • Instructions – Displays resource-specific instructions set by the resource owner.
  • Alternate Approvers – Lists additional resource-specific approvers beyond the portal and resource approver.

Portal-Specific Assignments:

If there are portal-specific assignments for a resource, selecting a portal will display the following fields:

  • Show in Portal – Allows for exceptions to the Advance Level Setting. For example, a resource may be turned OFF for all portals in an advance type but turned ON for a specific portal.
  • Request Deadline – If no portal-specific deadline has been set, the deadline will default to the resource deadline.
  • Alternate Approvers – Displays any additional portal-specific approvers for the resource.

 

Assigning Access and Approvers

To view or edit Advance Type or Portal Access, navigate to Access & Approvers.

Here, you can do the following:

  • View Advance Type Access – Select a user to view their access to the advance type.
  • Add an Advance Type User – Click "Add User to Advance Type", then select the user's role/permissions.
  • View Portal Access – Select a user and portal to view their access for a specific portal.
  • Add a Portal User – Click "Add User to Portal", type the user's name, and click "Select User." Choose the portal and assign their role/permissions. Click "Submit" when finished.

Find more information on AMP Roles and Permissions HERE

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Training Videos

 

 

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My question is not answered here.  What do I do now?  

If you are experiencing a technical issue, email a summary of your issue to Event Systems at amp@c3presents.com.

 

 

 

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