Understanding the Projects Screen

Admation houses each of your projects under the Projects menu. By clicking into any of your projects, you'll have access to the projects screen. 

For each project, you will have access to a set list of tools to help you out with your project. This guide goes through each of the different sections in detail. Given that this particular guide is quite lengthy, you may choose to skip ahead until you find a specific heading you'd like to learn more about instead.

Understanding the Project's Folder Structure 

Project Structure Overview:

• Top Layer Project: The name of your project. This is the primary project that encompasses all related sub-projects and deliverables.    
  • The Project Setting Menu allows you to 
    • Create New Deliverables
    • Create New Sub- Project
    • Download Artwork
    • Edit Structure
    • Edit Details
    • Rename
    • Put on Hold
    • Delete

                                                                                 

• Sub-Projects: These are found within the top layer project and help to organise different categories or phases of your project. Click on this  icon to expand and view the sub-projects and deliverables. The blue number indicates the count of sub-projects and deliverables.
• Deliverables: Items that require approval. These can include documents, files, or other project elements that need to go through a review process.

Approval Status Icons:

Deliverables have different coloured approval status icons to indicate their review status. These icons help track progress and identify which items are pending, approved, or rejected.

Deliverable Menu:

 Navigate to the deliverable menu to manage and review project items by clicking on the Settings Icon:  next to your deliverable name to reveal various menu options.

• Create New Revision
• Duplicate the Deliverables 
• Edit Structure
• Edit Details
• Rename
• Delete

Understanding the Project's Main Menu

Each project has its own menu to help move a project along. The key actions for a project are found at the top of your screen. You'll notice that many of these options were mentioned above in the previous section. The project menu provides an alternative way to action work in admation, so you'll have the flexibility to choose which workflow works best for you. From the project menu, you can:

• Create new deliverables
• Create new sub-projects for your project's folder structure
• Add revisions of work 
• Submit work for approval 
• Batch edit the details of deliverables in your project
• Finalise a project 
• View or manage resources for the project

Understanding the Project's Header Section

The project header section shows the main details about your project including: 

• Project title 
• Custom manual agency job # or automated sequential agency job number
• Default admation project ID 
• Current job phase which you can manage from here

Understanding the Project's Details Section

Below the project header, you'll find additional details about your project. The project details screen summarises the key details about your project. If you created a new project without a brief, most of the details you filled in will show here. If you created a project from a brief, various project details from your brief may show here, depending on how your brief has been configured. The main fields shown here are: 

• Advertiser (usually your company. If you are an agency, this field would show your client). 
• Campaign
• Markets
• Tags
• Project Key Dates
• Project Overview
• Organisations (usually your company. If you are an agency, this field may also show your client).
• Team members (update your team photo by following the instructions here)

You can make edits to these details by clicking the pen icon  where it's available. You can also add organisations or add team members to the project by clicking the add icon  where prompted. 

Understanding the Project's Approvals Section

The approvals section includes all information about approvals related to your project. If the project contains work that has been sent out for approval, you'll see a coloured status bar in this section. The icons next to the bar show a number, reflecting the number of items included in the coloured-bar chart. Check out this guide for further information on decoding the colour-coded status bar. You can also click the blue arrow  for more approval-related actions including:

• Checking who has approved work 
• Reminding users to approve work
• Acting on behalf of users to approve work
• Editing approvers in an existing workflow
• Recalling an approval request if you've made a mistake

Understanding the Project's Documents Section

The documents section includes all information about documents related to your project. If the project was started via an online brief template, that brief will sit in this section of your project. You can also: 

• Create new online documents from existing brief or rate card templates
• Link website URLs to your project 
• Upload files from your computer
• Create new versions of existing documents
• Download documents
• Send a document as a message
• Send a document for approval
• Edit document details
• Delete a document from your project

You can also click the blue arrow  for more document-related actions including:

• Moving or copying a document to another project or deliverable

Understanding the Project's Assets Section

The Project Assets section includes all information about assets related to your project. This field is commonly used for imagery or logos that you may like to use within your project. You can either upload assets from your computer or link existing assets from the asset library. Once you've loaded an asset to the project, you can also: 

• Download the asset 
• Share the asset using the cart function
• Preview the asset using the glasses icon 
• Delete the asset using the delete icon 

You can also click the blue arrow  for more asset-related actions including:

• A thumbnail preview of the assets in your project, found by clicking the grid menu icon 

Understanding the Project's Messages Section

The Project Messages section includes all messages sent and received relating to your project. This section is really handy because it keeps track of all messages sent related to the project, even if you weren't part of the original email thread. By keeping all project messaging together, teams can easily stay up to date on any comms regarding a project. From this screen you can: 

• View all received messages relating to this project
• Create a new message
• Reply to a message 
• Forward a message 
• View or download any message attachment 

You can also click the blue arrow  for more message-related actions including:

• View messages that you've sent relating to this project
• View all sent and received messages relating to this project, even if they weren't sent to you

There's also a global messages inbox which shows all messages received across admation.

Understanding the Project's WIP Notes Section

The Project WIP Notes section includes all updates regarding a project. Whilst WIP notes don't specifically notify anyone when they've been created, the most recent WIP note can be used to generate WIP reports across all projects in admation. From this screen you can: 

• Create a new WIP note
• Edit an existing WIP note 
• Delete an existing WIP note 

By default, this screen shows the 3 most recent WIP notes only. You can also click the blue arrow  to:

• View all WIP notes for this project

Understanding the Project's Production Files Section

The Project Production Files section includes all final production-ready files for your project. This section is usually updated towards the end of a project's lifecycle and includes space to:

• Upload your final production files 
• Download your final production files 
• Share your final production files with other users by sending them to your cart

You can also click the blue arrow  for an alternative view of your existing production files.

Understanding the Project's Audit Trail Section

The Project Audit Trail section includes all audited actions related to your project. The main items shown in the audit trail mark key milestones in the project. These milestones include:

• When a new project is created
• When a new deliverable is loaded to the project
• When creative or a document is submitted for approval 
• When creative or a document is approved or rejected
• When key dates have been changed
• When a document or document revision is added
• When a document or deliverable is deleted
• When new versions of artwork are loaded to the project
• When production files have been loaded to the project
• When a project is finalised

This screen shows the last 5 audited items related to your project. You can also click the blue arrow  to:

• View all audited events for the project
• View all information relating to previous versions of work that have been sent for approval and rejected. This can be done by clicking the blue arrow  for that specific version of work.  The information available from this screen includes: 
  • When those items were approved or rejected
  • The original submission details for that work
  • The comments made on that version of work
  • Whether someone acted on behalf of another team member to approve the work
• You can also download previous versions of artwork that have been sent for approval and rejected

Note that if you click into a sub-project or deliverable from the project's folder structure, you'll also see a similar screen for loading information against specific deliverables and sub-projects.

From the deliverable screen, you'll also be able to see things like deliverable specs, the ability to compare revisions and the ability to revert to previous revisions of a deliverable, as well as the functions listed above.