gopher

edit a project's overview (budget, dates, customer)

the overview tab is the headline view. budget, customer, dates, and description live here. edit any of them inline — the budget reconciles to materials cost + drawn payments live.

3 steps~2 min

1
open the project, click overview
the first tab. shows the budget, materials total, draws total + paid + outstanding, and the milestone progress.
2
click edit
fields for title, description, customer name + email + phone, total budget, start date, target end date.
3
save
every change persists immediately. budget vs actual updates as you work — if walnut went up 15% and you bumped a material line, the overview reflects it without a refresh.
tip
the customer email + phone here are the build's contact line. for the full crm record (history, notes, billing rule), tie back to dragonfly.

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edit a project's overview (budget, dates, customer)

open the project, click overview

click edit

save

still stuck?

more in gopher

start your first project

set up phases (milestones)

build the materials list