Project Overview

Path: /properties/[id]/renovation
Access Level: Property Owners & Collaborators

Overview

The Project Overview is your renovation command center - a comprehensive dashboard that provides real-time insights into your renovation project's health, budget status, timeline progress, and key metrics. This is the first thing you see when opening the Renovation tab, designed to give you a complete picture at a glance.

Dashboard Sections

1. Project Health Score

Location: Top of dashboard

The health score is an AI-powered metric (0-100) that evaluates:

Budget Health (40% weight)

Green (90-100): Under budget or within 5% variance
Yellow (70-89): 5-15% over budget
Red (<70): More than 15% over budget

Timeline Health (30% weight)

Green (90-100): On schedule or ahead
Yellow (70-89): 1-2 weeks behind
Red (<70): More than 2 weeks behind

Completion Health (30% weight)

Green (90-100): Milestones hitting targets
Yellow (70-89): Some delays in completion
Red (<70): Significant completion issues

Interpretation:

90-100: Excellent - Project on track
70-89: Good - Minor attention needed
50-69: Fair - Requires management intervention
<50: Poor - Immediate action required

2. Key Performance Indicators (KPIs)

Location: Top row of metric cards

Four critical metrics displayed prominently:

Total Budget

What it shows: Sum of all budget line items
Click action: Navigate to Budget tab
Source: Aggregated from budget_line_items table
Updates: Real-time as budget items added/changed

Budget Spent

What it shows: Actual costs incurred to date
Calculation: Sum of actual costs from budget items + linked material lists
Color coding:
- Green: <80% of budget spent
- Yellow: 80-95% of budget spent
- Red: >95% of budget spent (approaching limit)
Includes: Material costs, labor, contractor payments

Project Progress

What it shows: Overall completion percentage
Calculation: (Completed milestones / Total milestones) × 100
Factors:
- Milestone completion status
- SOW item completion
- Checklist items marked done
Updates: Automatically as items are marked complete

Days Remaining

What it shows: Days until project target completion date
Calculation: Target end date - Today
Color coding:
- Green: >30 days remaining
- Yellow: 7-30 days remaining
- Red: <7 days remaining (crunch time!)
Negative values: Days overdue (shown in red)

3. Budget Breakdown Chart

Location: Center-left section

Visual pie or donut chart showing:

Interactive Features

Hover: See exact dollar amount and percentage
Click segment: Filter budget tab to that category
Legend: Toggle categories on/off
Export: Download chart as image

Data Display

Shows both planned budget and actual spent
Variance highlighted in red/green
Percentage of total budget for each category

4. Timeline Visualization

Location: Center-right section

Gantt chart-style timeline showing:

Milestones

Start and end dates for each phase
Current phase highlighted
Completion status (not started, in progress, complete)
Dependencies between phases

Key Dates

Project start date
Target completion date
Draw request dates
Inspection dates

Progress Indicators

Today's date marker (vertical line)
Completed sections (green fill)
In-progress sections (yellow fill)
Future sections (gray outline)

5. Recent Activity Feed

Location: Right sidebar

Real-time log of project changes:

Activity Types

Budget changes: New items added, costs updated
Milestones: Started, completed, delayed
Materials: Lists created, items ordered
Time entries: Labor hours logged
Photos: New evidence uploaded
SOW updates: Work items added/modified

Display Format

🔨 [Timestamp] - [User] [Action]
   "Description of change"
   [Link to related item]

Features

Last 20 activities shown
"View All" link to complete history
Filter by activity type
Search activities

6. Quick Actions Panel

Location: Top-right corner

Fast access buttons for common tasks:

Primary Actions

➕ Add Budget Item → Opens budget creation dialog
📋 Add Checklist Item → Quick task addition
⏱️ Log Time → Record labor hours
📸 Upload Photo → Add project evidence

Secondary Actions

📊 Generate Report → Create PDF summary
🎯 Create Milestone → Add new phase
🔧 Add SOW Item → Define new work
📦 Create Material List → Start materials tracking

7. Alerts & Notifications

Location: Below KPIs, yellow/red banner

System alerts for issues requiring attention:

Budget Alerts

Warning: Budget item >15% over estimate
Critical: Total budget >95% spent
Info: Budget item marked as "Completed"

Timeline Alerts

Warning: Milestone >3 days behind schedule
Critical: Milestone >7 days overdue
Info: Upcoming milestone starting in 2 days

Action Alerts

Warning: No time entries in 7 days
Critical: Draw request ready but not submitted
Info: 5+ checklist items ready for review

Alert Actions

Each alert includes:

Clear description of issue
"View Details" link (navigates to relevant tab)
"Dismiss" option (hides for 24 hours)
"Resolve" button (marks as addressed)

From Project Overview, you can navigate to:

SOW (Scope of Work) - Define all work items
Budget - Track costs and spending
Materials - Manage material lists
Milestones - Track project phases
Time - Log labor hours
Checklist - Task management
Charts - Advanced visualizations
Reports - Export and PDF generation

Workflow Logic: The tabs are ordered to match the natural project flow:

Plan (SOW) → 2. Budget → 3. Buy Materials → 4. Track Progress (Milestones/Time) → 5. Check Quality (Checklist) → 6. Analyze (Charts) → 7. Document (Reports)

Advanced Features

Project Settings

Access: Gear icon (⚙️) in top-right corner

Configure project parameters:

General Settings

Project Name: Display name for renovation
Property Address: Auto-populated from property
Start Date: When demolition/work began
Target End Date: Planned completion date
Project Type: Cosmetic, Heavy, Full Gut, etc.

Budget Settings

Contingency %: Reserve percentage (default 10%)
Labor Rate: Default hourly rate for DIY time
Markup %: Contractor markup (if applicable)
Currency: USD, CAD, etc.

Notification Preferences

Email alerts for budget overruns
SMS notifications for milestone delays
Weekly summary reports
Daily digest enabled/disabled

Export Options

Access: Download icon (⬇️) in top-right corner

Multiple export formats:

PDF Report

Complete project summary
All charts and graphs
Budget breakdown
Timeline visualization
Photo gallery
Use case: Lender draw requests, investor updates

Excel Spreadsheet

All budget line items
Material lists with costs
Time entries log
Milestone schedule
Use case: Accounting, detailed analysis

CSV Data

Raw data for all tables
Import into other systems
Use case: Integration with accounting software

Integration with Other Features

Links to ARV Calculator

How it works:

Renovation budget feeds into ARV calculations
"Rehab Cost" in ARV = Total renovation budget
Updates automatically as budget changes
View ARV impact from Overview dashboard

Navigation:

Click "View ARV Analysis" button
Opens ARV Calculator with current costs pre-filled
See ROI impact of budget changes in real-time

Links to Property Analysis

What's included:

Property details (address, purchase price, dates)
Acquisition costs
Holding costs
Exit strategy recommendations

Use case:

Compare total investment (purchase + rehab) vs ARV
Calculate profit potential
Make go/no-go decisions

Calendar Integration

Milestone dates sync to calendar:

Each milestone start/end date creates calendar event
Calendar events show on property calendar
Reminders for upcoming milestones
Shared with team members

Event types:

Demolition start
Inspection dates
Permit milestones
Final walkthrough
Certificate of Occupancy

Best Practices

Dashboard Hygiene

Check Daily: Review health score and alerts each morning
Update Actuals: Log costs and time entries within 24 hours
Monitor Budget: Check variance weekly
Track Progress: Update milestone completion regularly
Address Alerts: Resolve notifications promptly

Using KPIs Effectively

Budget Management:

Set contingency at 10-15% for unknowns
Update actual costs as invoices received
Flag items going over budget immediately
Review budget breakdown monthly

Timeline Management:

Set realistic milestone dates (add buffer)
Update start/end dates as plans change
Mark milestones complete promptly
Adjust remaining milestones if delayed

Progress Tracking:

Break work into measurable milestones
Define clear completion criteria
Use checklists for quality control
Photograph completed work

Team Collaboration

If working with contractors:

Share project overview with team
Use activity feed for transparency
Set up email notifications for changes
Generate weekly progress reports

If solo investor:

Log your own time (captures sweat equity value)
Photo document everything
Keep notes in activity feed
Export data for tax purposes

Troubleshooting

"Health Score Seems Inaccurate"

Possible causes:

Milestones not updated with actual completion dates
Actual costs not logged in budget items
Material costs not synced from material lists

Solution:

Go to Budget tab → Click "Sync Material Costs"
Go to Milestones tab → Update completion dates
Review recent activity for missed entries
Allow 5 minutes for health score to recalculate

"Budget Spent Doesn't Match Reality"

Common issues:

Material lists not linked to budget items
Actual costs field left empty
Duplicate entries counting twice

Solution:

Check each budget item for "Actual Cost" field
Verify material lists are linked (look for badge)
Use "Sync All" button to recalculate totals
Check for duplicate line items (same description)

"Timeline Shows Overdue But Project On Track"

Why this happens:

Original target dates not updated
Milestone dates need adjustment
Scope changes not reflected in schedule

Solution:

Go to Milestones tab
Click "Edit" on each milestone
Update target end dates to reflect reality
Save changes
Timeline will adjust automatically

"No Recent Activity Showing"

Possible causes:

No changes made recently (expected)
Activity log filter enabled
Browser cache issue

Solution:

Check filter dropdown (set to "All Activity")
Refresh browser page (F5)
Make a test change (add budget item) to verify logging works
Clear browser cache if persistent

Keyboard Shortcuts

Press ? anywhere in Renovation section to see all shortcuts.