Project Overview

A comprehensive snapshot of your property project. Track current status, key milestones, upcoming tasks, and overall progress in one convenient location.

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How it Works

The Project Overview page is your single-screen snapshot of everything happening on a specific property. It pulls together stage, status, key milestones, upcoming tasks, available tools, team activity and budget health into one consolidated command center so you always know exactly where each project stands.

What it does

The Project Overview aggregates data from across all project modules, including the Scheduler, Task Manager and Expense Tracker, and surfaces the most important information on a single page. It is the first place you land when you open any project.

High-visibility headers show the project's Stage and Status, so an At Risk project announces itself the moment you click in. A task overview and upcoming task list keep near-term work in front of you. The Available Tools console gives you quick stats for Deal Analysis, Project Management and Accounting. Milestones are organized into Transaction and Construction categories, and the sidebar carries your Project Team and your pinned Quick Links.

How to use it

Navigate to any project and you will land on the Project Overview by default. Review the stage and status headers, check the task overview to see what is coming due, scan the Available Tools console and the budget summary for anything that needs attention, then click straight through into that tool. Use the Edit Project button in the header to update the project name, address, strategy and specs, and the Actions menu to duplicate, archive or delete the project.

Why it matters

When you are managing multiple renovations at once, you need to assess each project's health in 30 seconds or less. The Project Overview gives you that instant situational awareness, so you can make faster decisions, catch problems early and keep every project moving forward.

Highlights
Product Updates

Latest Updates

May 12, 2026
Project Overview Revamp for Improved Organization and Clarity
Improved

Project Overview Revamp for Improved Organization and Clarity

Manage your entire project from one centralized "Command Center" that combines settings, status tracking, and critical tools into a single, high-clarity view.
Read post
March 25, 2025
Quick Links Added to Project Overview Header
New Feature

Quick Links Added to Project Overview Header

Quick Links are now in your project overview header, giving you instant access to Zillow, Redfin, and other key resources.
Read post

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