We’ve completely rebuilt the Project Overview page from the ground up to give you a modern, centrailized view that provides improved organization, easier navigation and clarity at-a-glance!

What’s Changed?

Centralized Project Settings

We’ve officially retired the standalone "Project Settings" page. You can now update Project Names, Project Addresses, Project Strategies and Specs directly from the Edit Project button in the header. Need to duplicate or archive? Do it instantly via the new Actions menu.

Edit Project Settings

The Highlevel Project Pulse (Stage & Status)  

Stay on top of your deals with reimagined indicators. High-visibility headers show exactly where a project stands (e.g., "Active Construction") and its health status. If a deal is "At Risk," you’ll know it the moment you click in.

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New: Available Tools Console  

This is your new high-level console for the entire project. This section provides a bird's-eye view of your:

  • Deal Analysis: Quick stats on your Comps and Analysis numbers.
  • Project Management: A snapshot of your schedules, tasks & progress.
  • Accounting: Real-time budget and expense summaries.
  • Improved Navigation: Navigate directly into any specific feature or tool right from this view.
Available Tools Feature

Categorized Dates & Milestones

We’ve given milestones a complete makeover to help you manage critical deadlines more logically.

Transaction & Construction Categories:

  • Dates are now organized into these two distinct groups for better flow.
  • Coming Soon: We are currently building even more transaction milestones and the ability to add Custom Dates, allowing you to track every unique deadline in your workflow.
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Streamlined Sidebar

  • Project Team: Better visibility into who has access to the project.
  • Quick Links: Your custom external links (Zillow, Google Drive, etc.) are now pinned to the sidebar for instant access.
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Dave Robertson
May 12, 2026
5 min read
Our blog

Other Recent Blog Posts

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Streamline your workflow by using our new project cloning feature to create "Master Templates" that automatically load your entire project schedule, budget, and task lists in one click.
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🚀 New AI-Powered Bulk Expense Importer

Our new AI-Powered Bulk Expense Importer makes it easy to get your expenses imported and categorized without the manual data entry.
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New Bulk Company Importer

Our new AI-powered Company Importer makes it easy to import your company data, so you can quickly assign your vendors and contractors to project schedules, expenses, and bids.
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Enhanced "Type to Search" Dropdowns for Expenses

Easily type-to-search and select the Account, Company and Category without touching your mouse.
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