Collaborate: Manage Plans

Private plan:

Plan uploaded for Showcase Collaborate (for a customer) via Winner.

Inspire Icons

Public plan:

Plan uploaded for Showcase Inspire (for a showcase) via Winner.

Shared plan or showcase:

This icon means that this plan has been shared with you by another shop/subsidiary. You can import this plan in a new Winner project or a project in progress but you cannot share it with a customer or another shop directly from Showcase 360 and you cannot unpublish or archive it.

Unpublish:

Removes the Showcase 360 plan. The plan (with attachments, Notes, etc.) and the discussion thread will disappear from your Showcase 360. If you created this customer in Showcase 360 (and not in Winner ), they will also disappear from your contact list. The customer to whom you shared this plan will no longer be able to access it.

Note: Inspire users will not be able to unpublish in this way if the design is part of a Showcase Gallery - in this instance see article Inspire: How to remove a plan from a Showcase gallery or delete a gallery

Archive plan:

Just like in Winner, you can archive your plans.

Import to new project:

The plan will be imported into a new Winner project.

Import to current project (this icon will only appear for a public plan): The plan will be imported into the selected Winner project.

OR

Open for edit (this icon will only appear for a private plan): If you click on this it opens the alternative containing the plan, enabling you to edit it.

Plan messages:

Shows messages sent between you and the customer. You have two ways to write a message:

1) Click on the + sign to open a window where you can enter your message.
2) Click on the discussion thread to open the message history. In the lower part, enter your message or add an image. For more information see Interaction between Winner and Showcase Platform.

Plan info:

Shows the attributes of the plan (colour, size, etc.). These attributes can be edited. You can use them to search and filter more easily in your Showcase 360 space. 

Customer: 

Shows customer details.

Plan attachments:

All attachments (elevations, quotes, etc.) that you have uploaded and sent to your customers will appear in this list.

During the period that you have defined, you have the option to add, delete or disable documents.  See also Add an attachment after publishing the plan

Plan sharing: 

Shows the contacts to whom the plan was shared. Click on the + sign if you want to share the same plan with other people.

Plan notes:

If you added a note or attachment to this plan, the information will be displayed in this list.

You can also add notes or attachments from inside the Showcase:

Click on the + sign and add a note or attach a file. These notes/attachments will be displayed in your Winner notes:

Note: Notes added to a plan are not visible to customers. They are only for internal use.

Deactivate viewpoint:

Allows you to disable this viewpoint in the customer's view of the Showcase.

Upload viewpoint:

Allows you to load an image file directly from your PC to Showcase 360.

Show full screen:

Allows you to view your viewpoint in full screen. To get out of full screen view press Esc on your keyboard.