The Overview is the first page you see when you open a project. Use it to check project totals, review updates and see what needs attention next.
The information and actions on this page relate to the project you have open.
View project details and contacts
At the top of the Overview, you'll see the project name, address, status, project type and timeframe.
The Team, Clients and Suppliers sections show the people associated with the project. To add team members, use the Team section. See Edit project settings and manage team access.
Check project totals
The summary row shows four metrics:
Metric | What it shows |
Pending approval | Number of products waiting for client approval |
Time tracked | Total time tracked across the project |
Total schedule value | Total dollar value across the project's schedules |
Total invoices | Total number of invoices listed in the project |
Pending approval tells you how many products still need a client decision. The client approvals card below is for reviewing responses clients have already submitted.
Review updates and work that needs attention
The cards below the totals help you open the relevant work for this project.
Client approvals
This card highlights new client approvals to review. Select View to go directly to the client approvals.
Supplier updates
This card shows messages and updates from suppliers through Quoting.
If there aren't any products in quoting yet, the card offers Request quote.
Invoices
This card highlights invoice updates for the project. Use the action shown on the card to open the relevant work.
When nothing needs attention, the card can show Create invoice.
Tasks
This card highlights overdue tasks for the project. Select View tasks to open the task list.
The cards can also show that nothing needs attention.
Work through Up next
Up next brings together today's recommended actions for the project. It includes unfinished setup, ongoing reminders and overdue project tasks.
Depending on the project, you may see:
Action | What to do |
Add project timeline | Add the project's timeframe. |
Set up project phases | Add the stages of work for the project. |
Set up project tax | Set the project's tax settings. |
Add your team | Add team members to the project. |
Add Locations | Add the rooms or areas you'll use to organize products. |
Add Labels | Create labels to group and filter products. |
Log yesterday's time | Record time for the previous day. |
Overdue project tasks | Review tasks that are past their due date. Each appears under its own task name with an Overdue badge. |
Use the Add or Set up button beside a setup item to work through it.
Overdue tasks appear as individual items, so you can see which work needs attention alongside setup steps and time reminders.
Up next continues to be useful after setup. Check it for recommended next steps as you work on the project.
How the Overview relates to Pulse
The project Overview focuses on the project you have open. Pulse brings together actions across your active projects.
For more about the studio-wide feed, see Getting Started with Pulse: Your Daily Action List.
Open tools from the sidebar
The sidebar on the left gives you access to:
Overview: The project homepage.
Files: Schedules, presentations, pinboards, Canva shares and internal files.
Meetings: Meeting recordings and notes for the project.
Project Management: Tasks and phases.
Invoicing: Create and manage the project's invoices.
Purchase Orders: Create and manage the project's purchase orders.
Shared Files: Files shared with your client.
Settings: Project details, financial settings, team and client information.
The global Invoicing and Procurement hubs are still available. The project sidebar gives you another way to access invoices and purchase orders for the project you're working in.
Return to your project list
Select the back arrow at the top of the project sidebar, or Projects in the main navigation.
Need more help with Project Overview? Contact our support team via live chat for personalized assistance.