Help & Documentation

One screen for the cross-project view, instead of opening projects one by one.

• KPI Cards — Active Projects, Total Budget, Avg Items / Project and Total Labor Cost.
• Status Pipeline — projects broken down by stage (Prep / Active / Wrap / Archived / Other).
• Aggregate Overview — the high-level numbers.
• Production Stats — project, item, and cost stats.
• Milestone Tracker — Pre-Production, First Shoot Day, Wrap and Delivery. The Timeline tab lists the shoot dates with the weather forecast (via Open-Meteo) on each dated entry.
• Missing Items Widget — every overdue missing item across all projects. Click a row to open that project's Rental tab. It disappears when nothing is overdue.
• Budget Timeline Panel + Budget Trend Panel — spending pattern across time.
• Project Comparison Panel — compare key metrics side-by-side.
• Project Analytics, Rental Analytics, and Own-Gear ROI dashboards — the same dashboards covered in 'Analytics & Statistics'.

The Widget Customizer lets you show or hide the panels on this page.

1. Click the gear button (Customize Widgets): in the Single Project toolbar, or above the Overview tab in All Projects.
2. Toggle individual widgets on or off with the checkboxes.
3. 'Reset' restores the default set.
4. Your choice is saved in this browser only. It does not sync to your other devices, and clearing site data resets it.

Budget Timeline Panel and Budget Trend Panel surface spending pattern across time and across projects.

• The dashboard budget figure is the SAME grand total as the project's Budget tab — sub-rentals, catering, transport, other expenses, location fees and permits included. If the two disagree, that is a bug worth reporting, not a different definition.
• Timeline plots budgeted vs. actual spending across the production window.
• Trend Panel flags a project that is trending over or near its OWN budget over the last 6 months (no cross-project / workspace-average comparison).
• Actual spend is posted expenses (net of reclaimable VAT) plus approved-timesheet labour from the active company's ledger — the same figure as Accounting → Profitability.
• The trend shows dated Costs and Labor bars per month.

A read-only link to one project's calendar for clients and crew — Single Project → Share.

• Share → Create link gives a public link and a QR code. Choose an expiry first if the link should stop working on its own.
• Anyone with the link sees the project name, shoot days and date range, locations (name and address), the first five crew names and roles with the crew total, and which scenes are shot on which day.
• Rates, phone numbers, e-mail addresses, location notes and every other project detail are never shown.
• The link works on any device and does not need an account, once your project has synced. Before that it reads as invalid for everyone but you.
• Revoke turns the link off for everyone, and it stays off even if another tab or device still has the old link saved; creating a new link switches the old one off the same way. Revoking needs a connection — offline, the app tells you the link still works. When you are online, opening a link always checks with the server first, also on your own devices: a revoked link no longer opens from a copy another device still holds, and a link you have just created opens on your own device once the project has synced.

Common 'nothing's showing' situations.

• No projects → all projects may be archived. Filter to 'All' on All Projects to confirm.
• Timeline tab empty → no shoot dates are set; configure them on the Schedule tab of a project.
• Weather not loading → online access required; weather is a network call to our server.
• Missing Items widget not shown → nothing is overdue; otherwise check the Return Follow-Up workflow per project.
• Actual spend shows 0 → no posted expenses or approved timesheets for the project yet, or they belong to another company than the active one.