Manager
Handle the project structure by adding or modifying stages, their components and reviewing notes.
Overview
Basic view of the Project Manager. It is split into two sides, both of which will be explained in detail in the current page.
At the top left side are located three Viewport selection buttons:
- Manager
- Synchronize
- Inspector
- Documents
These are three main viewports of the project, each used for different tasks and features that will be described in the following pages.
Left manager section
Left side of the manager view is static and always displays the stages of the project.
Clicking the 
will open up a window of Project info.
Filter
Use various methods to search the specific notes throughout stages in the project.
Our search engine lets you set multiple filters. There are three main filter groups:
- by type
- by date
- by people
Toggling the checkmarks in the note type section will determine which note types will be visible in every stage
There are three different time ranges available to use:
- by (stage) creation date
- by last modification
- by stage time
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Any number of range filters can be used at a time |
To use people type filters, first you need to toggle the filter, then pick any number of available author(s) and/or stakeholder(s).
This will show notes made by selected people.
Stage
A stage in the app refers to a 3D virtual environment that represents different phases of a project. Each stage is composed of various components and elements that can be dynamically adjusted or switched to display distinct views or states of the project. Stages are then set to specific points in time, allowing users to navigate through the project’s development or evolution seamlessly.
To create a stage, click the 
button.
To add a Stage you must have necessary permissions. See Roles page to learn more about access within projects
A new window will appear where you will be asked to set the Stage name and stage time. Upon confirming, an empty Stage will be created and automatically placed in the Stage List based on the Stage time that was set.
Set the Stage Time to the date corresponding to the state of the building made at the time
The Stage Time date is also used to determine the Stage order in the application. For example in the Timeline
To edit or delete the stage, click the 
more options button located at the end of the stage line of the corresponding stage.
Pressing the 
expand list button of the stage, will reveal the list of notes, created on that stage.
To close the list, simply click the 
collapse list button.
Expanded Stage note list:
Note rail in the stage roll-out panel displays various icons which briefly indicate if the note has a certain file in. Additionally it also shows if certain features were used in that note, like drawing in 3d space or if it was assigned a location.
Right manager section
Right side of the manager view is dynamic, it changes depending on what tile is selected on the Stage panel.
Stage view
If the stage was selected (clicked) the right side of the viewport will change it's view to show the stage details.
First is the stage description. To change it, click the 
edit icon located in the right top corner of the text field. There's a 2000 character limit for the stage description. To exit, left mouse click anywhere outside the text edit window.
Under the description are listed stage notes, sorted by their type and their responding number. The amount of area measurements made in the stage is listed here as well.
Components
The component section has two parts. A preview and a component list.
Components are grouped by file families, under tabs located in the top left part of the component section. To add a new component to the stage, click the plus sign that will open a new window where you will be able to pick the file and it's name for the component.
Under the preview is located a component list. By selecting a component from the list, it will be first loaded then displayed in the preview window. To rename or delete a component, click the more options button of the corresponding component in the list.
You can manipulate the component preview the same as in any virtual 3D space. Rotate, move and zoom as seen necessary
Choose the component filetype from the roll-out window you want to add, set it's name in the text field below and navigate to the file path of the asset you wish to import.
In case of adding a Matterport Virtual Tour component, you will be asked to provide either a public or private link
To add a private link, you are required to be logged in to your Matterport account
Supported component filetypes
| 3D geometry file formats |
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| BIM object file formats |
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| 2D digital image file formats |
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| Document file formats |
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| Pointcloud file formats |
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Make sure the files you want to add are located on the local drive of your desktop
You can either paste a direct file path in the text field, or navigate to it manually clicking "Open file"
To add components to stages you must have necessary permissions in the project. |
See Documents Page to learn about File Browser within STAGES.
Note View
Clicking the note from the note list in the Stage panel switches to note view, showing all the details of the selected note.
Here you can manage every aspect of the note, set it's status, add media files and communicate with other project members.
Clicking the more options button reveals additional actions:
- Rename
- Note Transfer (between stages)
- Toggle e-mail notification
- Delete
Note status
On the left side is located the status panel, displaying detailed note information. Note type/status and stakeholder is set here, together with the note description. Expand any of the three fields, by clicking the 
button, to browse the available options. To set the description, click the edit button, located in the description text field. After you are done editing, left click anywhere outside the text field to finalize and exit the text field.
Additionally, there are also two icons present: Location marker and mail notification. First one shows if the note is assigned to the location within 3D space (The icon will be darkened if the note wasn't assigned to a location) whereas the other one tells you if the e-mail notification is turned on.
Media
Bottom left part of the note view is dedicated for the external files that might be added to the note. Files here are grouped into four families, as seen on the image above:
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You can see the file previews just under the group icons. To inspect a file - left click on the desired preview tile, a large window with the file will open. Depending on a file type, you will be provided with additional functions, for example: An image file can be drawn on.
Underneath that are two lists of measurements attached to the note. Here you can quickly see how many (if any) there are.
Comments
The right side of the note view is designated for user communication. It allows you to further comment on the issue the note is addressing and reply to other users.
You can view the notes at any time. To create or edit a note you are required to possess appropriate permissions
See Roles page to learn more about permissions