Renaissance
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Client view

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Overview

Open RFIs
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Open submittals
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QA/QC inspections (30 days)
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Schedule
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Latest photos

All photos →

Upcoming milestones

Timeline →
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Photos

Upload site photos and set the dashboard video links.

Upload

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Project card photo

Shown on the client “Your projects” page.
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Video links

Gallery

RFI Management

Add, edit, upload current PDF revisions, and delete dashboard-visible RFIs.

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RFI # Description Submitted Due Ball in Court Status Rev Actions
Select a project to load RFIs.

Submittal Management

Add, edit, upload current PDF revisions, and delete dashboard-visible submittals.

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Submittal # Name Spec Submitted Due Ball in Court Comment Status Rev Actions
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QA/QC Configuration

Select which inspection types apply to this project, add custom trades, and override the dashboard status if needed.

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When off, this project is hidden from the QA/QC dashboard, matrix, and the "New Inspection" project picker. Existing inspection records are kept, not deleted.
Required Inspection Types
Custom Trades

Add a project-specific trade not on the standard list.

Status Overrides

Leave as "Auto" to let the dashboard derive status from logged inspections. Only applies to required/custom trades above.

Trade Status
Select a project to load QA/QC settings.

Project Timeline

Set the dashboard timeline schedule and a few key milestones.

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Milestones
Keep this to 4–5 for a clean dashboard layout.
Select a project to load timeline settings.

Personnel

Key staff contacts shown on the dashboard and weekly reports.

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Staff
Role, name, and phone shown on the dashboard and reports.
Select a project to load personnel.

Generate Weekly Report

Build a one-page owner status PDF from this week's photos and notes.

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Client Logo
Shown on the report header, opposite the Renaissance logo.
Client logo preview
Cover Photos
Pick up to 4 photos and add a caption for each.
Select a project to load photos.

Virtual Tour Management

Floor Plan Tour Builder
Upload 360° photos straight from the camera, click where each was taken on the floor plan, and let the builder connect them. Viewers get a mini-map with a view cone.

Or upload a Marzipano Tool export

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3D Model Upload

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CAD Overlay & Map Upload

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Map View Settings

Generator Schedule

Manual Override Controls
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EcoFlow Status

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Battery History

Project Feature Visibility