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For more on the project confirmation email and activating your project, we covered it in detail within the Introduction and New Projects guidelines. |
You cannot activate your project if:
You have not assigned any production or disbursement costs
You have not assigned any production jobs — this can be either pre-production, a a shoot or a video delivery.
There is a lot of project information that is included in the confirmation email. Producers are advised to spend some time setting up their projects as best as they can before confirming. Time spent setting up a quality project saves time down the line, and ensures that nothing is missed - leading to a much better experience for both the client and our team.
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For more information on this, you should have a look at the VisDom Production Team’s https://docs.google.com/document/d/1Mslwz4QultDP9TGz_0WRjJNzYr5RiSJa3qgnLN1fIxw/edit. |
When you are ready to confirm and activate your project, simply click on the button and send the confirmation email.
Who receives the confirmation email?
The confirmation email will automatically choose all of the project contacts to receive the confirmation email. You can deselect any of these, though you must keep at least one of them. You will also be able to add any additional emails to the Cc and/or Bcc fields.
Additionally, the project’s producer and relationship manager will be automatically included, alongside an administrative email address that exists to catch and keep a record of all confirmation emails sent.
What else can I change in the confirmation email?
You can edit the email Title, should the need arise.
You can also edit (and style) the small personal message that will be included in the body of the email.
Both the title and personal message come with default content, so editing these is completely optional and down to your personal professional choices.
What information does the confirmation email share?
The confirmation email presents a significant compilation of details that have been prepared across the project.
The project Relationship Manager
The project Producer
The total number of videos deliveries (if there are any)
plus the allowance of change requests
The total number of shoots (if there are any)
The totals of some of the pre-production deliverables (if included)
Script
Storyboard
A summary of the total project price, including:
How much of their production credit has been used
GST
The total amount that will be invoiced
Invoice conditions:
When the invoice will be sent
The length of the payment terms
Who will receive the invoice
A link to project on Client Hub — takes them directly to their project on the Client Hub
A link to pay the invoice immediately — takes them directly to the invoice tab within the project on Client Hub. This will only work if the user is an Admin or Accounts contact for the client.
Overview
The Invoices space is divided into two main views: the Overview and Invoices summary. You can toggle between them using the left-hand menu column.
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