How to Access the Project Overview
You can open the Overview panel from a few different places within Curate:
From the Project Page: Click the Overview button
From the Workroom: Click the Overview button in the top right-hand corner.
From the Workroom Navigation: Select Overview under the Quick Access section on the left sidebar.
Once opened, the panel appears on the right side of your screen. From this navigation area, you can easily toggle between the Overview tab and your Messages.
Overview Panel Basics
At the very top of the panel, you'll find the basic identifiers for your event:
Project Name & Color Code: Click the color box to easily change the event's assigned color, or click directly on the project name to rename it.
Project ID & Price: The unique Project ID and the current total price of the event are always visible right below the project name.
The Details Tab
The Details tab is where you control the specific settings, profiles, and internal notes for your project. Here is a quick breakdown of each function available in this tab.
General Information
Status: Update the current stage of your project. You can customize these stages by setting up your own Project Pipelines.
Customer: The primary client associated with the event.
Branch: Assign the project to a specific branch (if applicable to your subscription).
Owner: The team member assigned as the primary lead for the project.
Event Logistics
Date & Time: The scheduled date and time of the event.
Location: The venue or address where the event is taking place.
Guest Count: The expected number of attendees.
Booked On: The date the project was officially confirmed and booked.
Financial Profiles
Markup: Choose which markup profile to use. This automatically applies your default markup when line items are added. You can also create a new markup profile directly from this view. Learn more about Applying Markups.
Tax Profile: Select the appropriate tax rate for the event or add a new one on the fly. Learn how to set these up in our Tax Rates Guide.
Labor Fee: Apply specific labor charges or templates associated with the project.
Internal Notes & Organization
These fields are strictly for internal use and are incredibly helpful when generating Project Prints for your team:
Description: General internal details regarding the event or client.
Production Notes: Crucial details for your back-of-house team. Check out our guide on Production Notes for best practices.
Location Notes: Specific instructions regarding the venue, loading docks, or delivery sites.
Tags: Add custom labels to help categorize, sort, and filter your projects across the platform.
Client Portal & Integrations
Portal Expiration: Set a specific date and time for the client's proposal portal to expire and lock.
Portal Name: Customize the title that appears in the client's browser tab when they view their proposal.
Bookable Spaces: Select and manage reserved venues or rooms (if you have the Bookable Spaces add-on).
Syncing Details: Manage external integrations connected to this project, such as Google Calendar or Galley (if applicable).
Custom Properties: View and fill out any custom fields you've created on your account. Learn how to configure these in our Custom Properties Guide.
š” Want to take your workflow to the next level? Discover powerful new tools and integrations to streamline your process by checking out our guide on how to Enhance your Curate experience with Add-ons.