Help GuideOnline DashboardGetting StartedHow to Order an Update for Your Completed Project

How to Order an Update for Your Completed Project

In this article, you’ll learn how to place your first order to update a project you've already approved for your property. Here's the process:

  • Login and view the Dashboard.

  • Begin a new project

  • Choose the property for which you want to order an update.

  • Choose to update a product.

  • View pricing and options.

  • Place your order.

After ordering, you’ll need to do the following:

  • Supply additional design files so that our team can proceed to add the update(s) your project.

  • Work with your Project Manager through email (and phone if necessary).

  • Pay the invoice 45 days after submitting the order.

Continue reading below to learn the details about how to place the order. 

Placing a new order: To order a new product for a property we've already worked on or to add additional plans to your completed project, see the instruction given in How to Place an Order

Login and view the dashboard

If you haven't received it already, look for the 3DPlans registration message in your inbox. Take note of your username, which is your email address. Then, click the Log In button.

Login here with your username and password. After logging in, you’ll see the Dashboard. 

Begin a new project

Start by clicking the New Project button in the upper-right corner.

Follow these simple steps to place a new order.

Step 1 — Enter property information, and remember to click the Save button.

Begin typing the property name. Any previous matching properties will appear in a popup list. Click the Choose button to select the property from the popup list. 

In the figure below, the focus is on Vistana Townhomes.

The page will populate with the details for that property, as shown in the figure below. Review the information and then click the Save button to continue.

If any information is incorrect, correct it and click the Save button. 

Step 2 — If available, check one or more boxes to add a colleague to your team.

Optionally, enter an email address of another team member that you want to add to this project and click Save to commit your changes and continue.

NOTE: If you need to go back to the previous step, click the Change button. Do not click the Back button, since your project information will be lost.

NOTE: You do not need to add yourself as a contact, since you will be added automatically since you are placing the order.

Step 3 — Choose a project manager, and then click Save.

NOTE: If you're relatively new to—or you don't have a regular project manager—simply select Any Project Manager and we’ll assign one to you.

Step 4 — Now that you’ve entered information for both your property and team, and you’ve chosen a project manager, you’re ready to choose your product(s). Click the Next Step button.

Step 5 — On the next page, click the Update Product button.

Step 6 — Check the boxes for one or more products that you want to purchase, then click the Next Step button.

Product details: Click the small eye icon to learn more about the product. It’s important to be clear about the product that you are ordering.

TIP: If you need to go back to a previous step, click the Back button, or click the Project Info or Products link at the top.

Step 7 — Choose your product quantities and options.

Use the small plus/minus buttons and checkboxes to increase quantity and select revision types. Optionally, you can add a Message. Review all of the information to ensure everything you want is in the order, and then click the Next Step button.

NOTE: Add a generic Message for our team here (such as "The Walking Tour is top priority, the Floor Plans are secondary"). However, do not add design info or instructions (e.g. please limit the number of plants in the 3D Floor Plan). After placing the order, you will be able to provide design information and notes. 

A note about scheduling 

After you submit your order, supply design information, and performs a preliminary review of the information, these events will take place:

- You’ll know the precise delivery date for the first proofs
- Updates to your proofs will be ready in 1-2 business days
- Final web and print files ready will be ready within 1 business day after approval

IMPORTANT: This applies to all products except for 16+ floor plan orders or 3D Walking Tours.

Learn more about scheduling here.

Step 8 — Choose the method for payment.

Step 9 — Scroll down and enter contact information for the payment method.

Optionally, enter a Purchase Order (PO) number. Check the box indicating agreement to the terms and conditions. Finally, click the Place Order button.

Soon, you’ll get a confirmation email message in your inbox. 

Step 10 – Add Design Information

If you’re ready, you can begin adding your design information now. Click the Add Design Info button, and then follow the instructions given in the Submit Design Information for Your Project article.

IMPORTANT: We cannot design your project until your design information is submitted. Click Add Design Info to proceed.

Your project will now appear in your Dashboard.

Submit your information soon! Remember that the Design Team will only be able to schedule and start on your project after you send the design information for each product in your order. Learn more in Submit Design Information for Your Project.