Overview
Authorized production administrators and accountants can use a project’s dashboard to:
See a summary of project details
Jump to specific project workflows
Each project has a Dashboard with project activity and shortcuts to commonly used tools.
How to access a project dashboard
In the left-side navigation, click the dropdown menu
Select the project you want to open
In the Project menu, click Dashboard
The cards and shortcuts on the dashboard depend on the project’s configuration, your role, and the activity that needs your attention.
Project dashboard information
In Wrapbook, project dashboards serve as information hubs for individual productions. They provide real-time tracking of project workflows including:
Onboarding & verification
Timecards
Run payroll
If Cost tracking is enabled for your company, you’ll also see
Budget
Petty cash
Purchase orders
Example of a project dashboard
If the Production Accounting Suite (PAS) is enabled for your company, you’ll also see an overview of:
Budget & EFC
Bank balance
Quick actions for accountants including Manage periods, Manage tags, and Manage Chart of Accounts
Project dashboard actions
From a project’s dashboard you can:
Access project settings by clicking the gear icon
Unsubscribe from project notifications by clicking the Unsubscribe button
Click the links within each overview section to manage related tasks