Creating a project is the first step in setting up a 360-degree feedback process in Panoramic Feedback.
Typically, a project includes one or more Subjects who are assessed using the same questionnaire within the same time frame.
Each project contains everything needed to run a feedback cycle, including the questionnaire, people (Subjects and Responders), email notifications, and 360 reports.
How to Create a Project
On the Overview dashboard, click Create New Project.
On the New Project page, complete the following fields:
- Project Name (an internal identifier) and Project Title (the project description displayed to Subjects and Responders)
- Project timeline, including the start and due dates for questionnaire completion
- Project locale, which determines the language used for automated emails, questionnaire and report text, and project deliverables such as individual and group reports
- Project administration contact
- Bounce-back email settings, which determine how undeliverable emails are reported
- Project logo, which can be displayed on questionnaires and reports
- Questionnaire source — choose whether to start with a blank questionnaire or copy one from a previous project or the questionnaire library
Click Create Project.
What Happens Next
After creating the project, you will typically:
- Review/update Project Settings
- Build or edit your Questionnaire
- Add People
- Configure Emails
You can complete these steps in any order, but it is recommended to follow a structured workflow.
Tips for Creating a Project
- Use a clear and consistent naming convention for your projects
- Consider including client names, departments, or dates in the project title
- Start with the basic settings—you can refine them later as needed
- Ensure the project design aligns with your overall feedback objectives
- Create a new project for each group of people being assessed
- Review your project settings before launching to ensure everything is configured correctly
Well-organized projects are easier to manage, monitor, and report on throughout the feedback process.
