Overview

Overview is the first tab of every project — its home page. At a glance it shows what the project is (name, code, status, health, customer, manager, target date, team size), how the work is going (completion and task counters), what needs attention now (overdue, blocked and due-soon tasks), the latest documents, and — when SolaCount is connected — the project's Finance section: revenue, cost, profit and margin, linked SolaCount documents, project expenses and rate cards.

Everyone on the project uses it: managers to spot problems, members to see what is late, finance users to check profitability and bill.

Where to find it

Who sees it: anyone who can open the project — owners and Projects Administrators (all projects) and project members (Manager, Member, Viewer). The Finance section appears only when SolaCount is connected and finance is visible to you (see Permissions). The Overview is available on every plan; project finance needs the Professional plan or higher with SolaCount.

Screen tour

Top to bottom:

1. Project header card

2. Task counters

3. Attention lists

Three cards side by side, each up to 5 tasks with the task key, title, assignee and due date (red when past):

An empty card shows None.

4. Recent documents

The 5 most recently updated (non-archived) project documents with their type and date. All files (top-right) and each row open the Files tab. Empty: No documents yet.

5. Refresh

Refresh below the documents reloads the header, counters, lists and documents.

6. Finance section (when available)

What appears depends on the connection:

Finance summary card — title Finance, subtitle SolaCount integration, with a badge: Connected to SolaCount, Finance disabled by organization, Finance disabled for this project, Not included in plan, No finance permission, Finance setup incomplete or Standalone.

Linked SolaCount documents — subtitle Manage project invoice recipients and status (if you can manage invoices) or Read-only · opens in SolaCount.

Project expenses — subtitle Capture, approve, and bill project expenses or Read-only.

Rate cards — "Create reusable role-based rates and apply them to project members." Shown to users who can change project finance. Refresh in the header.

If a finance card fails: Couldn't load finance data — "We couldn't reach the finance service. Please try again." with Retry.

Tasks

Check project health

1. Open the project → Overview.
2. Read Overdue, Blocked and Due this week.
3. Open a task from the attention lists' key on the Tasks tab and reassign or reschedule.
4. Click Refresh to see the new counts.

Capture a project expense

1. In Project expenses click Capture expense.

2. Capture Expense:

   Field	Required	Notes
   Payee	Yes	Supplier or person paid.
   Amount	Yes	At least 0.01.
   Currency	Yes	3-letter code; defaults to the project budget currency.
   Expense date	Yes
   Reference	No	Receipt or bill number.
   Notes	No

3. Save expense. It appears as a draft (or with a pending approval if above the spending threshold).

Approve, bill or void an expense

• Approve a draft → it posts in SolaCount.
• Approve request / Reject when spending approval is pending.
• Bill a posted expense → Bill Expense → choose a Draft invoice → Add to invoice. The row shows Billed.
• Void an expense that is not billed.

Errors: Could not approve the expense., Could not bill the expense., Could not void the expense., Could not capture the expense.

Set a spending approval policy

1. Tick Require spending approval.
2. Enter Approval threshold (expenses above it need approval) and choose Approver.
3. Save policy.

Edit a linked invoice

1. Click Edit on the row. Edit Invoice opens.
2. Change Customer (or Manual recipient with Recipient name), Recipient email, Due date, Notes.
3. Under Manual lines: Add line → Line description (required), Quantity (required, ≥1), Unit, Unit price (required), Discount → Save line. Use Edit line / Delete line; time lines are marked Time and are not editable here.
4. Save. (Could not save the invoice. on failure.)

Send or mark an invoice paid

• Send on a Draft → status Unpaid.
• Paid on Unpaid/Partially Paid/Overdue → Paid.

Create a retainer invoice

1. Click Retainer.
2. Create Retainer: Customer (required), Amount (required), Currency (required), Due date, Description.
3. Create. A Retainer invoice appears in the list.

Create and apply a rate card

1. In Rate cards enter Template name (2+ characters), Billing currency, optional Description and Cost currency.
2. Fill tiers: Role (Manager, Member, Viewer), Label, Billing rate, Cost rate. Tier adds a row; 🗑 removes one.
3. Create rate card → Rate card created.
4. Choose Template, Effective from, tick members under Apply (table shows Member, Role, Current billing, Current cost), then Apply to matching roles → Rate card applied.

Errors: Check the highlighted rate-card fields. · Rate-card changes are not permitted for this project.

Statuses

Permissions

Worked examples

Example 1 — morning check

Sara Khan opens Al Noor Showroom Fit-out → Overview: Completion 46% · Open 21 · In progress 6 · Overdue 2 · Due this week 5 · Blocked 1. Blocked lists ALN-FIT-17 Electrical permit (Omar Haddad, Oct 3 in red). She comments on the task asking Omar for the permit, then clicks Refresh later to see Blocked 0.

Example 2 — billing an expense with SolaCount connected

1. The Finance card shows Connected to SolaCount · Revenue AED 120,000 · Cost AED 78,500 · Profit AED 41,500 · Margin 35%.
2. Omar captures an expense: Payee Dubai Main Lighting LLC, Amount 4,200, Currency AED, Expense date 4 Oct, Reference DML-2231. The policy requires approval above AED 3,000, so it shows a pending approval; Fatima clicks Approve request.
3. Once posted, Omar clicks Bill, picks draft invoice INV-0142 and Add to invoice. The row shows Billed.
4. In Linked SolaCount documents he clicks Send on INV-0142 → Unpaid. Cost rises to AED 82,700 on the next refresh.

How it connects

Tips and common problems

Related

• Projects · Tasks · Files · Team · Activity
• Budget and finance · Time approval & billing · Settings
• Integrations (workspace) · Dashboard