Project Settings

Modified on Tue, 20 Aug at 9:38 PM

When setting up projects, you have a range of settings which you can use to configure and customise the way various aspects of your project work. This guide will walk you through each section of the project settings, explaining what each project setting is and how to configure these settings.

1. General Settings

The General Settings section allows you to configure the basic information and parameters for your project.

Project Name	The name of the project.
Project Type	The type of project (e.g., Apartment, House, House and Land, Residential, Mixed Residential, or Land).
Timezone	The timezone that the project is located in
Default Tax	The percentage of tax or GST that is used to automatically calculate GST or tax on properties.
Default Colour Schemes	You can set a comma separated list of colour schemes which will be available as a dropdown list on properties. If you leave this blank, the colour scheme field against the sale will remain as a text input.
Category	The project category allows for grouping of projects in the left hand menu. For example, you may group by Active projects, project types, locations or any other custom way you'd like to represent projects in groups from the left hand menu. Once you save this, you'll need to refresh the page to see the list of grouped projects in the left hand menu.
Off The Plan	This signifies if a project is off the plan. This will not impact any functionality of the platform and is only used to signify whether a project is off (the) plan or not.
Carpark & Storage Management	Select this checkbox if you want to manage carpark and storage allocations in an independent list. This is recommended for apartment type projects where you want to allocate car parking from a pool. Warning: Editing this value will recalculate car park and storage counts.

2. About

In the About section, you can add visual and descriptive elements to your project:

Hero Image	Upload a prominent image used to represent the project visually on promotional materials or landing pages.
Project Description	Provide a description of the project to give stakeholders an overview of its scope, features, and unique aspects.

3. Reservation Settings

The Reservation Settings section allows you to customise the reservation process. Note that these settings are applicable based on your permissions, such as whether you have Manage Sales permissions. Administrators can enforce stricter standards if needed.

Reservations Require Deposits	This setting mandates that a deposit must be collected before a reservation is confirmed in the reservation form. This will only be applied if the user does not have the Manage Sales permission. That is, administrators with this permission can reserve a property without this field being required.
Reservations Need Approval	When this is checked and the user reserving or exchanging the property does not have Manage Sales access, the property will go to a status of Reserved (Approval Required). This can then be approved or advanced by an administrator or users with the Manage Sales access to move the status forward.
Reservation Requires Evidence of Sale	Documentation must be provided to support and verify the reservation before it can be processed. This requirement ensures that all necessary information is recorded and confirms the legitimacy of the reservation.
	Requirements above will only be applied to users who do not have 'Manage Sales' permissions.
Allow Variations on Reservation	This option allows for customization within the reservation form. It enables the inclusion of variations or additional details based on the buyer’s preferences, which can be useful for tailoring the reservation process to specific needs or requirements.
Allow Packages in Reservation	Additional fields for package deals or add-ons can be included in the reservation form with this setting. It provides a comprehensive view of the offer by allowing the recording of any associated packages or extra options.
Days to Action Long Reservation	Specifies the number of days within which long-term reservations must be acted upon. This setting helps manage and review reservations that are pending for an extended period, ensuring timely follow-up and decision-making.
Deposit Amount	Defines the deposit amount required for reservations. The system automatically calculates this amount based on the property's price, ensuring consistency in deposit handling across all reservations.

4. Full Deposit Settings

In the Full Deposit Settings section, you can manage the default full deposit requirements for properties:

Default Full Deposit Percentage	Set the percentage of the property's price that will be required as the full deposit. This percentage applies to all properties within the project, ensuring a standard deposit amount is maintained.
Full Deposit Due Days After Contract Signed	Specify the number of days after signing the contract that the full deposit is due. This setting also includes notifications to remind parties of upcoming due dates for the deposit.
Auto-update Sales Status	This feature automatically updates the sales status of a property once the full deposit amount has been paid. This helps in tracking the progress of sales without manual intervention.
Allow Unconditional Contracts Without Full Deposit	Enable the option to accept unconditional contracts even if the full deposit has not been paid. This allows for flexibility in contract terms and conditions.

5. Stacking Plan Settings

The Stacking Plan Settings section allows you to configure the visual and functional aspects of the stacking plan for your project:

Sorting	Adjust the sorting order of the stacking plans, which displays how different levels or units of a building are organised. Sorting options might include by unit type, floor number, or availability.
Default View	Set the default view for the stacking plan, such as a top-down view, elevation view, or a specific layout that users will see first when accessing the plan.
Enable Stacking Plan	Activate the stacking plan feature, which provides a visual representation of the building's layout, showing how units or spaces are arranged across different floors.
Enable Land Mapping	Enable land mapping within the stacking plan, which integrates geographic or site-specific information to better illustrate the property's location and surroundings. This feature helps in visualizing land use and plot distribution.

6. Automatically Add Sales Partners

In this section, you can configure automatic rules for adding sales partners to properties:

Rule	Define criteria or rules that determine how sales partners are automatically added to properties. This could include conditions like property type, location, or sales volume.
Selected Organisations	Choose specific organisations to be added as sales partners based on the defined rules. This ensures relevant partners are involved in the sales process.
Add Person as Sales Partner	Option to add individual persons as sales partners, allowing for personalized involvement in sales activities.
Add Organisation as Sales Partner	Option to add entire organisations as sales partners, integrating their services and expertise into the sales process.

7. Danger Zone

The Danger Zone is a critical section for managing the project’s lifecycle:

Delete Project
- To delete the project, enter the project’s name as confirmation. This action will permanently remove the project and all associated properties from the system, making it irreversible. Use this option with caution to avoid accidental data loss.