Projects

01The project list

Click Projects in the top nav.

1. List / Pipeline view toggle. List view for scanning, Pipeline (kanban) view for drag-between-status workflow.
2. + New Project. Orange button, top right.
3. Search. Filters by project name, customer name, or address.
4. Status filters. All / Active / On Hold / Completed / Cancelled, with a Show Archived toggle on the right.
5. Project card. Customer, address, status chip, project type, job count, bid count, estimated value. Click the card to open the project.

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The pipeline view is useful when you want to see your engagements moving through stages (estimating → scheduled → in progress → wrapping → completed). Drag a card to a new column to update status.

02Create a project

Click + New Project. The customer picker comes first; once a customer is locked, the rest of the form appears.

1. Customer. Locked in from the picker. Required.
2. Project Name. Optional but useful. Distinguishes “Smith Residence Kitchen” from “Smith Residence Bath” when one customer has more than one project at the same address.
3. Street Address. Required. The project’s physical location, separate from the customer’s billing address. (City, State, ZIP autofill below.)
4. Project Type. Residential / Commercial / New Build / Remodel / Service Call / Maintenance / Other.
5. Status. Defaults to Active. Change to On Hold or Completed later from the project detail page.
6. More details (collapsible). Description (scope), estimated value, start/end dates, access information (gate codes, lockbox codes, parking notes).
7. Add Project. Submit. You’re taken to the new project’s Overview tab.

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03The Overview tab

Open any project to land on the Overview tab. This is your project snapshot.

1. Financial summary. Estimated value (the original bid total), total bid value (all bids combined), total invoiced (all invoice amounts), total paid (collections to date), committed cost (PO totals).
2. Description. Scope of work.
3. Customer link. Click to jump to the customer detail.
4. Address + access info.
5. Project dates. Start and end.
6. Activity timeline. Recent events: jobs scheduled, invoices sent, RFIs answered.

The financials update in real time as you bid, invoice, and collect.

04Project detail layout

Open any project to land on this layout. The tab bar is the entry point to every aspect of project work, and the cards below it are the live financial roll-up.

1. Header actions. Edit (rename, change type), Archive (hide from default list), Customer (jump to the customer detail).
2. Overview tab. Active tab, with the financial roll-up below it.
3. Tab bar. Thirteen tabs total, listed in detail below. Counts (the small numbers next to Jobs, Invoices, RFIs, etc.) reflect open items.
4. Profit & Loss card. Lifetime view: Invoiced, Outstanding, Total cost, Gross profit. Bar chart breaks cost down into Labor / Materials / Expenses / Bills.
5. Committed Cost. Total of every Sent + Received PO against the project’s budget. Negative number under the total means you’re under budget.
6. Financial Summary. Estimated Value (the original bid), Total Bid Value (every bid combined), Total Invoiced, Total Paid.

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The 13 tabs in detail

• Overview shows the financial roll-up above.
• Plans holds drawings and PDFs, with the interactive takeoff (see Plans & Takeoff).
• Bids holds your proposals for this project.
• Jobs holds scheduled and completed work orders.
• Invoices is for billing.
• POs holds purchase orders to vendors.
• Bills holds vendor invoices, with three-way match against POs.
• RFIs holds requests for information (see RFIs).
• Submittals & Specs holds sub-to-GC product/material approvals (see Submittals & Specs).
• Change Orders holds customer-initiated scope changes (see Change Orders).
• Timesheet tracks labor hours logged on this project.
• Schedule shows the project timeline view.
• Messages holds project-specific conversations.

Everything you create from within a project auto-links back. Create a job from the Jobs tab and it’s pre-associated; same for bids, invoices, POs, and the rest.

05Status, archive, and the financial roll-up

Status. Active (default) / On Hold (paused but not archived) / Completed / Cancelled.

Mark Completed when work wraps. Project moves to the Completed filter. Financials continue to reflect the linked bids, invoices, payments, POs, bills, and labor in the project roll-up.

Archive is separate from status. Use it to hide a project from the default list, then toggle “Show Archived” on the list page to bring archived projects back.

Financial roll-up. As you bid, invoice, and collect, the Overview tab numbers update automatically. No manual recalculation. The same numbers feed Analytics → P&L → Project P&L for cross-project comparisons.

06Mirror projects (for sub-contractor work)

If you’re a sub working with a GC who’s on Conduit, when they invite you to bid on their project and you accept, Conduit auto-creates a mirror project in your account that syncs name, address, and status from the GC’s source project. You work in your mirror; the GC sees your work aggregated into their project view.

If you’re a GC, when subs accept your bid invitations, mirror projects are created on their side automatically.

The full mirror-project flow is in Sub-Bid Requests & Mirror Projects.

That’s projects. Next: Creating a Bid.