Set the statuses and columns buyers see
The availability wording buyers read is yours to choose, and so is which columns your own table carries. Both live in Settings on the Inventory tab, one on each of its two tabs, and every change saves as you make it.
Before you start
- You need edit access to the project. A client account on a current subscription qualifies.
- The project type must be Commercial Project — Commercial Development in the United States. It is the only type with an Inventory tab.
- On a live project, unlock the inventory first — see Unlock the inventory on a live project.
- Until you change it, a project uses the built-in five: Available, Under Contract, Sold, Leased, Withdrawn. Nothing else is offered until you add it. Reserved, Under Offer and Future Release appear on presentations because a project added them itself.
Steps
- Open the project, go to the Inventory tab and click Settings.
- Stay on the Statuses tab. Each row shows the badge, its colour and how many units carry it.
- Type a name into New status name and click Add status.
- Use the arrows to reorder, the coloured dot to recolour, the pencil to rename, the bin to delete.
- A delete asks Delete “Sold”? and makes you set Move the units/lots to… before Delete and move. The last remaining status cannot be deleted — A project needs at least one status.
Set the columns
- Open Settings again and click the Columns tab.
- Toggle Total Area, Ground Floor Area, Mezzanine Area, Roller Door Size and Price (Sale). Unit, Availability and Actions are marked Always shown and cannot be hidden.
Columns change the Portal's own table. They do not change what the presentation shows.
What you see when it worked
Each status change saves as you make it and the badge updates with its unit count. A column toggle saves silently, and the table gains or loses the column at once.
The wording and colour you set are what a buyer reads against a unit, and what the presentation's status filter lists.
If it does not work
| What you see | What to do |
|---|
| These values are on units but not in the list, so they cannot be picked for another unit. Add them, or change those units to a listed status. | Click Add to list beside the value. |
| A project needs at least one status | Add the replacement first, then delete. |
| This project is live — unlock the inventory to edit it, or Subscription inactive — upgrade to resume editing | See Unlock the inventory on a live project. |
| There is no Inventory tab on the project | The project is not a Commercial Project. Nothing on the project says so. Ask Vision Pitch to change the type. |