Use a Partner Portal project workspace
Open My Projects, then select a project. The project header shows its current stage and provides a return link to Projects.
Project tabs
| Tab | Use it to |
|---|---|
| Dashboard | Review equipment, estimated value, milestones, shipments, files, quote activity, and recent activity. |
| Equipment | Organize the equipment request and begin a project quote. |
| Quotes | Follow quote activity and open documents or payment actions made available for the project. |
| Shipping | Follow shipments and their current status. |
| Files | Upload and review project files, including generated documents shared with your account. |
| Floor Plan | Upload an architect or property plan and review previously uploaded plans. |
| Activity | Review the project timeline and post a note for the project team. |
| Settings | Update project, property, contact, schedule, budget, and notes information. |
Changes made elsewhere in the project can refresh across open portal sessions. If an item looks stale, refresh the tab before submitting the same action again.
Equipment and project quotes
Build project equipment in Equipment, then start the quote request from that tab. Project requests appear under Quotes; they do not appear as standalone quote drafts. Review the project contact and equipment before submitting.
Shipping
Partners can view shipment records but cannot create or edit them. A shipment can show:
- Pending — shipment preparation is not complete.
- Shipped — the shipment has left the origin.
- Delivered — the shipment is recorded as delivered.
If no record is available, the portal displays Shipments will appear here once your order ships. Use the project's shipment information for coordination, then follow the delivery inspection guidance when the freight arrives.
Files, proposals, and deposits
Use Files to upload project material and open files shared with the project. You can delete a user-uploaded file, but generated project documents are managed by My Fitness Outlet.
The project may display Accept Proposal or Pay Deposit when those actions are available. Confirm the project, document version, and amount before continuing. The portal does not display an undo for an accepted proposal or completed external payment.
Floor plans
Floor Plan accepts PDF, PNG, JPEG, and WebP files up to 25 MB. Select Upload Plan. The uploaded plan is also stored under Files → Floor Plans. No calibration is required.
If you see No floor plans uploaded yet, upload a plan only when the current version is ready for the project team.
Activity and settings
In Activity, type a project note and select Post. Notes become part of the project activity history, so avoid passwords, payment-card data, and unrelated personal information.
In Settings, update the available project fields and select Save Changes. A Saved confirmation appears after a successful update. Partners cannot change the project stage from Settings.