Client Project Dashboard Template

Capture goals, priorities, must-haves, would-loves and future possibilities

Track total budget, construction budget, contingency and staged items

Store survey, existing plans, services, constraints and opportunities

Keep architect, builder, planner, engineer, certifier and consultants together

Track DA, CDC, council items, reports and approval milestones

Collect reference images, materials, rooms, gardens and atmosphere

Record key decisions, dates, notes and confirmations

Keep design, budget, approval and next-step questions in one place

Store consultation notes, site meeting notes and follow-up items

Track tasks, owners, due dates and reminders

When a new enquiry is submitted, create a project page automatically

When a consultation is booked, add a preparation checklist

When a project moves to design stage, create tasks for survey, site analysis and brief review

When a consultant is engaged, add them to the project contacts list

When a decision is made, add it to a decisions log

When an approval item is outstanding, add a reminder before the due date

When meeting notes are added, extract action items into the project task list

Initial enquiry received

First consultation has been scheduled

Goals, priorities and requirements are being clarified

Site opportunities, constraints and planning controls are being reviewed

Initial design ideas are being developed

DA, CDC or other approval work is underway

Drawings and consultant information are being prepared

Building work is underway

Project is finished