Skip to main content
The Overview is the project’s front page. It is built to answer one question in five seconds: is anything wrong here?

​
The header

Project name, site address, a link to the client, and three chips: status, current phase and project type. Below them the project description, and the Team and Budget summaries. The cover image sits to the right — usually the hero render or the main pinboard.

​
Timeline

Every phase as a coloured bar across the months, with a marker on today. The top right shows how much of the current phase is left.

​
Needs your attention

A row of cards, each counting a specific way an interiors project goes wrong. A card appears only when it has something to report, so the number of them varies by project and by week — this is a list of what is wrong, not a dashboard of everything that could be. When nothing qualifies the block says so outright: Everything is on track · nothing needs attention. Most of them are counting item statuses on the project’s schedules, which is why keeping statuses honest is what makes this block worth looking at: The rest watch the project around them: Overdue tasks, Client reactions waiting in the Inbox, deliveries arriving this week and items with no tracking info, over budget and budget 80% reached, an unpaid invoice, and a phase ending soon. Each card is a count and a link. The status-driven ones above open a schedule filtered to that condition — the one with the most matching items, so on a project running several schedules the card’s count can be higher than the list you land in front of. The rest take you where that problem lives instead: the task list, the Inbox, the project’s schedules, the timeline. Either way the aim is to get them to zero, or to know why you have not.

​
Pinboards

A strip of the project’s pinboards with thumbnails, so you can jump straight into whatever you are presenting.

​
Recent activity

A log of what changed and when — Soleil Pendant Light updated, Ondé Sofa updated — with 17 more to expand the full history. Useful for two things: picking up a project you have not touched in a fortnight, and working out who changed a price.

​
Project files

Proposals, contracts, engagement letters — the documents that belong to the job rather than to a schedule. Upload file adds them. Keep signed documents here rather than in email. The next person to pick up the project will look here first.