What are Projects?
Projects on Rheaply help you collaborate on-platform to coordinate people, items, and timelines. Monitor timelines and your goals as the project comes together. With reuse built in from the jump, your high impact project will have a low impact on the environment.
This feature is currently available to all users. Please reach out to your Customer Success Manager or firstname.lastname@example.org if you have any questions.
Who can do this?
Where is it done?
How does it work?
First, you will need to create your project.
From the sidebar menu, click Projects to find the Projects page.
Or from the Create button at the top of the homepage
Or when viewing a listing, click the Add to Project button and then choose “+ Create new project” in the pop up
Click New project at the top, then fill out the form.
Choose a title for your project. Your organization may have a standard format to follow, like including the name of the space, or using an ID number to identify the project.
Write a description for your project. Your organization may have a standard format to follow, like timeline details, hyperlinking to tickets associated with the project, or including goals for the project.
Identify the project manager. While anyone in your organization can contribute to a project, only the project manager can make offers on items that are part of the project.
When you’re done, click Create.
You can share the link to your specific project page with colleagues to let them know where to collaborate.
Next, you and your collaborators will add items to your project’s wishlist.
Browse available listings. Use filters to find exactly what you need for your project.
When viewing a listing you’re interested in, click on the Add to project button. Select your project from the drop down (or choose Create new project) and indicate how many you’d want to add to your wishlist.
If your project needs more units than what the listing contains, you can use the Add to project modal to indicate your desired quantity (remember, this is just adding it to your Wishlist - not making an offer yet!).
Please note that these items will not be reserved until after an offer is accepted.
Continue to browse and add items to your project. Collaborators can follow the same steps to add items.
Return to your Project any time by clicking on the Projects button in the sidebar menu. You can review all the items added to your project via the Wishlist tab. For each item, you'll see the following counts:
Needed: how many you want
Ordered: how many you’ve already order/received
Available: how many are available for making offers on
Once you and your collaborators have made decisions on which items to make offers on, here’s how the Project Manager can do so:
Visit the Wishlist tab for your project. If you are the Project Manager for this project, you’ll see a Make Offers button at the top right. Click it to make offers on all the items in your wishlist, or use the tick boxes in the table to choose the items you’d like to make an offer on and then click Make Offers.
Review the information on the Project checkout page. They will be organized by the Listing manager.
For each item, you can edit the units (unless the quantity is not currently available) and the message to be sent to the Listing Manager.
To remove the item from the checkout, click the Remove button.
When you’re ready to proceed, click Submit offers at the right.
You’ll be taken to the Active offers tab of your project where you can review all the current active offers related to the project.
As the Project Manager, you’ll get an email and an in-platform notification when a listing manager takes action on your offer (ie: messages you about your offer, accepts your offer, or declines your offer).
As the offer status changes, your items will move from the Active offers tab to the Completed or Didn’t get tabs. You can see all items, regardless of status, from the All tab.
You can continue to add items to your project wishlist and make offers on additional items as needed; as your project needs evolve, the Projects feature will help you keep up with it all!
When viewing your project, you can click the various tabs at the top of the table to understand the status of the items associated with your project.
The Wishlist is where you can find items that you and your collaborators have added to the project, and have not yet made offers on. These items will not be reserved until after an offer is accepted.
Active offers is where you will find the items your project manager has made offers on that have not yet been accepted or rejected. These items will not be reserved until after an offer is accepted.
Active orders is where you will find the items your project manager has made offers on that have been accepted. These items are now reserved for your project. Use messages to communicate with the items’ manager(s) to coordinate pick up.
Completed is where you will find the items that were marked as received by your project manager.
Didn’t get is where you will find the items your project manager had made offers on that were rejected
All is where you can see all items associated with your project regardless of status.