In Promob it is possible to have control and administration of the project's execution of your office or store, from the charts. There, you will be able to have information such as Project conversion Rate, which shows the number of projects that were generated and how many of them were converted.
This article covers the following sections:
Menu - Project Visibility Settings
Access via Promob
IMPORTANT: the Charts tab is displayed in Promob exclusively to the administrator/manufacturer user in the factory account that owns the product.
1. Inside Promob, on the left side, click on the Charts tab.
2. Starting with version 2.2.9.7 of Connect, you can view the graphics in the Charts tab in Promob itself.
IMPORTANT: If clicking the Graphics tab displays the message, A Windows component required to display this page is not available. Click the button below to download and install it for free. After installation, restart Promob, click here for more information.
Access via Site Connect
You can also view the charts from outside Promob by accessing Site Connect through the web navigation page. To do so:
1. Access the address with your browser: https://connect.promob.com/charts.
2. Log in with the email registered on the Promob Portal.
3. The Connect page is displayed, this is where the projects created in your account are displayed.
Menu - Projects
1. In the menu, click on the Projects tab.
2. The list of projects is displayed on the screen. Search for the desired project by entering the search term in the relevant field or, using the filter icon, apply filters by situation, only the projects of the logged-in user or those modified in recent months.
Menu - Graphics
1. In the menu, click on the Charts tab.
2. To filter what will be displayed in the graphs, select the period in which the projects were created and tick the Systems and/or Stores you want to display.
3. In the Conversion tab, the graphs for the account's projects are displayed.
4. The Designs tab displays a list of project data. Here, you can also filter the systems and/or stores in the left-hand side menu.
IMPORTANT: this tab is only displayed for users who have the Project Auditor Plugin active on Promob.
5. Select Show to choose which columns are displayed in the Designs tab:
As of March/2024, it is possible to view information about a design's budget:
1. Check to view the columns Budget Price, Budget Amount, Last Budget Date, and Budget Details.
2. The selected columns are displayed for the design:
3. When you click on Budget Details, a new screen appears with the details of the respective budget.
Menu - Project Visibility Settings
1. In the menu, click on the Visibility Settings tab.
2. On the screen, you can choose the following settings for the account:
- Default: all accounts currently use this setting, where each project has a visibility field, which can be ticked to make it a public project or unticked to make it private;
- Private: with this setting, all projects automatically have their visibility set to private, and the user is not allowed to change it. The field that allows you to change the project's visibility and the visibility field in the filters are disabled and the user can only view their own projects;
- Public: with this setting, all projects automatically have their visibility set to public, and users are not allowed to change it. The field that allows you to change the project's visibility and the visibility field in the filters are disabled and all users can view all the projects in their account.
- Public by group: all projects have their visibility automatically set to public, and users are not allowed to change it. The field that allows you to change the visibility of the project and the visibility field in the filters are disabled, and users can only view the projects of other users in the same group as theirs.
When you select the option of public visibility by groups, the new Project Visibility Group tab appears so that you can manage the visibility groups.
The screen that opens when you click on the Project Visibility Group tab shows the buttons for creating, editing or deleting user groups.
1. To edit or delete a group, click on the relevant button in the grid.
2. To create a new group, click on the New Group button.
3. Fill in the following fields:
- New Group: enter the name of the group;
- Email: enter the email address of the user to be included in the group.
After entering the e-mail address, click on the Add button to add it to the list and to clear the field so that other users can be added. Once you've entered the users, click Save.
Important: Users who are not included in groups will only see projects by other users in the same condition, i.e. other users without a group.
4. After creating the group(s), when you open Promob, users will only see the projects of users who belong to their group.