AURA

Project overview: what's next, event brief and team

The project «Overview» opens first: the dark «What's next» card suggests one action, next to it are the «Event brief» and the «Team», and below them «Latest changes» and «Team comments» are folded. Above are the name, date, venue, number of guests, «Show the client» and «⋯».

Learn more: Help · Features.

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How to use it

  1. Open a project from the «Projects» list: the «Overview» opens. At the top there is the «All projects» link, the name, and under it the event date, how long is left («in 40 days»), the venue and the number of guests. On the right are the «?» circle (it opens the help article about this page), the team avatars, the «Show the client» button and the «⋯» menu («More project actions»). Under the header is one row «Overview · Idea · Look · Space · Preparation · For the client».
  2. The big dark «What's next» card suggests the single most useful action the project is missing: «Set the date and the venue», «Place the tables on the floor plan», «Answer the client’s remarks». The button on the card leads to the right place; the event brief and the client invitation open right on the «Overview». Something urgent (the client is waiting for an answer, there are overdue tasks) comes first and is marked «Urgent».
  3. «Later» hides this suggestion in your browser and the next one takes its place. If everything is hidden, the card is replaced by «The steps you put off are hidden.» and a «Show again» button.
  4. The «Event brief» holds the format, date, venue, number of guests, client and description. An empty row asks for a value («Add the date»): click it and the field opens. «Edit» opens all the fields: the project name, the event format, the date, the venue, the guests, the client, the description and comments. Click «Save». The number of guests is a whole number from 1. The «Space» step compares the number of guests with the seats on the floor plan.
  5. The «Team» card shows the members and their permissions in words: «Owner», «Editor», «Commenter», «Reader». The owner clicks «Invite the client»: the «Invite the client» panel opens, where it is enough to enter «Client's email» and click «Create invitation». The «Team and access» button opens the panel with the permissions of all members; it also opens from the avatars in the header and from «Team and access» in «⋯». How to grant access is described in the article about invitations.
  6. «Latest changes» is a folded row with a counter: click it and the three most recent history entries open. «Full history» shows everything, and an editor brings back an earlier version with the «Restore version» button.
  7. «Team comments» is a folded row too: the project's discussion. In a new project with no history where you are alone, both rows are not shown.
  8. «Show the client» leads to the «Presentation», or, if your email does not have it, to the «Client review» page.
  9. On a phone «Show the client» is pinned to the bottom of the screen. The row of steps is folded into one line «Project steps»: click it and choose a step. The «Event brief» and the «Team» became rows that open when you press them.

Good to know

  • Editing is available to the owner and editors. A reader and a commenter see the «View only» badge at the top, and there is no «What's next» card, no «Edit» or «Show the client» buttons and no «⋯» menu.
  • The right to edit materials does not by itself give an editor a budget for AI generations. The owner allocates it.
  • A plan created from a project is linked to it. The client name in the event brief does not invite the person: the invitation is made with «Invite the client».
  • The event estimate and the AI generation budget are set up separately. Decor costs in the estimate (the «Preparation» step → «Estimate») do not top up the balance and do not change members' generation limits.
  • The «⋯» menu holds: «Invite the client» (owner), «Team and access», «Send to production» (if you have the «Production» section), «Archive» and «Move to trash» (owner). Next to it is the «Project chats» button with the number of chats that have unread messages: viewers and commenters the whole project is open to see it too (see the article about Chats).
  • «Ready» on the «Preparation» step means that everything is set up, not that the work is finished: open tasks are shown under the «What's next» card («Open tasks: 4»).
  • A step and a tool are shown only if the section is available to your role; a step with no available tools is not shown in the row. A commenter and a reader see only «Project documents» in «Documents», without the estimate, brief, schedule and assistant. They do not see «Tasks» until they are invited to the project's task list. Old links to the floor plan, tasks, documents and project documentation open the same tool in its step.
  • A client who has only chosen shots open has no project page: the «Client review» opens for them.
  • Who sees what in the «Items in 3D» of a project and whose limit is used when a model is built from a photo is described in the article about 3D models.

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