Keep an eye on a project

This is a web task — do it from the Orvikon web portal. It’s the wide view: how a whole build is tracking across all its jobs.

The portfolio glance

1. Open Dashboard.
2. The Projects panel gives you one line per project, with a count in each bucket: Draft, Active, Submitted, Blocked, Done. A quick scan tells you which builds are moving and which have work piling up.
3. Flip My jobs only if you just want the projects you’re personally on.

Inside one project

Open a project (from Projects, or click its name in the panel):

• Jobs tab — every job on the project, with a Status filter to narrow it down.
• Timeline tab — the same jobs laid out by date, so you can see the sequence and spot clashes.
• Plans tab — the current plan documents.

The cross-project job list

For everything at once, open Jobs in the left menu. It’s every job across every project, with:

• a search box,
• filter buttons — Draft, Needs you, Waiting, Finished, Related — that sort jobs by whose court the ball is in, and
• a Status sub-filter within whichever button you’ve picked.

When is a project “finished”?

There’s no “close project” button. A project is effectively done when all its jobs have reached a final state — Invoiced, Cancelled, or Revoked. That’s what the Done count on the Projects panel is telling you: when it accounts for every job on the line, there’s nothing left running.

Stuck? Click the Help and feedback icon in the top bar and choose Send feedback — that reaches us directly, and we read every message.