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Page Guide: Projects Page
Page Guide: Projects Page

All the advice you need to navigate the Projects Page!

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Written by Oliver Lewis
Updated over 10 months ago

Hi!

Welcome to the Projects Page! This is where all your projects are listed and you can return to any project that you previously started, create new projects, or download files from older sites!

A project is linked to your planning application. It is the BNG journey for any given site. Whatever it is you are looking to do - create a development and comply with the 10% uplift,

Biodiversity Gain Plan, explore opportunities on a site, or undertake an academic assessment of a site, all of these are projects!

Every separate planning application should be entered as a project.

How do I start a new project?

Simply click the + New Project button at the top of the page to get started! It will start the process straight away and take you to the first step.

How do I continue a project?

You will see a list of all the different projects that you have started on this page. Each one will have a label, either Complete or Incomplete. You just need to click this label to return to the project and continue where you left off!

I can't see my project!

Don't worry! Every project is saved automatically, so we will be able to find it!

First step - search for your project

At the top of the screen, you will see a search bar. Type in the name of your project to see if it comes up!

Also, please check to make sure that there isn't anything in the search bar that means that the system is only showing a limited number of projects.

Second step - expand the size of the project table

At the bottom of the table, you will see a small bar that says "Items per page". Next to that is a number (usually 5) and then some arrows. This shows you how many projects you have with Joe's Blooms.

Please click the right-facing single arrow. If you have multiple projects, this will allow you to see more of them. Alternatively, select the downward-facing arrow and click that to select a higher number that will expand the size of your table and allow you to see even more projects that you have previously created. This usually will reveal your project!

I want to rename my project

Simply click on the pencil icon to the right of the screen to rename your project!

How do I get back to this screen?

You just need to click the Joe's Blooms logo or the word Projects at the top of your screen at any point to return to this page.

I can't download the Excel file or the pdf; the icons are greyed out

If the PDF and Excel file are greyed out, that means you haven't finished entering in all the information on your site. You need to have completely entered all necessary information and completed the whole project - when you get to the button that says Generate Your Report, that is when you will be able to download your files.

Please click on Complete / Incomplete to continue to

How do I delete a project?

Simply click the bin icon at the right hand of the screen to delete a project. Be careful - this can't be undone!

How do I download my files?

On your list of projects, there will be a PDF and Excel icon. If you have completed your project, you can click on either one to download the Biodiversity Gain Plan or Excel file, respectively!

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