Shipment projects are a group of shipments, typically for an event. A project lets you group shipments by inbound and outbound. Projects allow you to chain shipments. A shipment outbound in project A can be inbound in project B. The link to the project will always be visible in the shipment page link section and allows you to navigate between the project and shipments quickly.
In order to create a project with shipments, the following steps should be followed:
In the left menu click on shipments > projects
Your overview will bring you to the different projects:
clicking on a project will bring you right in the detail screen:
In the project overview, click on the create button.
a modal opens to ask for type and title.
no values in the selection fields? - see "configuring projects" for more information
The creating user is automatically assigned as planner in the project.
To give people inside and outside your organization access to the project dashboard or shipments, you will need to set the planners (that is users of your own organization) and partners (account that will get access to the dashboard).
Add a planner by clicking the add button and select the user from your organization.
Partners are added automatically after hitting the refresh button. All shipments tied to the project are being scanned and consignee, shippers and carriers will be added to the partner list. The assigned partners will get access to the project dashboard (see access section).
The project dashboard consists of the following tabs:
An inbound or outbound tab looks like:
Each shipments is represented by a single line and shows pickup and delivery locations, time and costs. Clicking on the arrow icon in the left will bring you to the shipment page.
note: costs are only visible to the project owner
After creating a project or in a given project, shipments can be added. To add a shipment, go to an inbound or outbound tab. Important - the shipment will be generated in the inbound or outbound tab accordingly.
In the footer menu, click on the "Add new" button. This will show a modal:
There are 2 options when creating a shipment in the modal:
When selecting an existing shipment, bear in mind that:
When copying a shipment in the overview (by clicking on the copy icon), a new shipment will be created copying over all the data (and link) of the original shipment, except for costs and references. This allows you to quickly create large projects with similar shipments.
Who can create projects
Who can edit projects?
Who can view projects?
Which shipments are visible to my partners?
My partner can't see the project page, how is that possible?
Only accounts that are listed as partner (in the general tab) will get access. You will need to refresh the list manually to refresh the partners that can have access to the project page. When the partners array is empty, nobody will have access to the project page. Partners will always have access to the individual shipments (in the shipment overview), just not in the project dashboard.
No access to shipment projects? - your account might not have access or you as a user might not have the right access level. Ask Transmate support for more information.
go to settings > data settings > master data > projects.
(note - only an admin can do this)
Adding a new project year can be done by clicking the add year button. This will generate a new year and optionally copy over the previous year's shipments
click on add code to add different project codes. Projects are grouped using a group field. A code must be unique for the project type. Once the codes are set up, they will be visible in the project dashboard.