The project dashboard

Every project opens on its Dashboard tab — a single view that pulls together the project's details, money, recent activity, and who can see it.

Open the dashboard

From the sidebar, click Projects.
Click any project to open it.
You'll land on the Dashboard tab. The other tabs along the top — Budget, Records, Schedule, and the rest — are the project's features.

Details and financials

On the left, the Details card shows the project's cover photo, status, client, and location. Click the pencil in its header to open the Edit Project form.

Below it, the Financials card summarizes the money: Approved Price, Collected, Receivable, Cost to Complete, Profit, and Projected Margin.

Don’t see this?

Financials are internal-only — clients and vendors never see them, and members without budget access won't see the Financials card.

The activity feed

The center Activity card is a running, time-grouped log of everything that happens on the project — records sent, payments received, files uploaded, schedule changes, members added, daily logs, and budget edits. Each entry shows who did it and when, grouped under Today, Yesterday, and earlier dates.

Project access

On the right, the Project Access card lists everyone on the project, grouped into Client, Internal, and Vendor.

To add someone, search for a contact under Add to project and pick them — or create a new contact inline.
To remove someone, hover their row and click the remove button.
Use the row's phone and email icons to reach out directly.

Don’t see this?

Adding and removing members appears only if your role can edit the project. The View as (eye) action — which previews the project exactly as that member sees it — appears only for members who can manage the team.