# Project overview

> The home page of a project: its key facts, spaces, approvals, invoices and documents, with clients, health, sales tax, chat and notes alongside.

Source: https://docs.moodiri.com/projects/project-overview

![Project overview for Lombard Street Loft, with the project card (address, 6 spaces, 30% markup), open tasks, the Spaces card, client Alex Rivera and a summary of what needs attention.](https://docs.moodiri.com/shots/projects--project-overview-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--project-overview-annotated.webp
Callout 1: Edit project
Callout 2: Spaces card


The project overview is the first page you see when you open a project. It brings the whole job onto one screen: what and where it is, what is waiting on the client, what has been billed, and who is involved. Open it from **Projects** by choosing a project card. The example screenshots show **Lombard Street Loft** for client **Alex Rivera**.

## What you see here

- **Project card.** The cover photo, project code, status, name, address (opens in a map), start date, total square footage and number of spaces, and the project markup. The buttons at its top right are **Request retainer**, **Cancel project** and **Edit project**. See [Request a retainer](https://docs.moodiri.com/financials/request-a-retainer).
- **Tasks.** The next few open tasks, when project tasks are on for your firm. See [Project tasks](https://docs.moodiri.com/projects/project-tasks).
- **Spaces.** The rooms in the project and how many selections they hold, with **Export** and a button to add a space. See [Spaces list](https://docs.moodiri.com/spaces/spaces-list) and [Export a project](https://docs.moodiri.com/projects/export-a-project).
- **Approvals**, **Invoices** and **Documents.** The latest of each, with a way to view all.
- **Side panel.** **Clients**, **Project stakeholders**, **Health**, **Sales tax**, **Chat**, **Notes** and **Activity**.

To change the name, code, address or markup, choose **Edit project**. See [Edit project details](https://docs.moodiri.com/projects/edit-project-details).

## Change the project code after invoicing

The project code appears in your document numbers. You can change it in **Edit project** at any time, even after invoicing. When you do, the dialog reminds you which documents already carry the old code.

- Existing invoices and refunds keep their numbers. New ones use the new code and continue the sequence.
- Saved invoice PDFs are refreshed with the new project number.

Only the owner and admins can change the code.

## Project health panel

![Project overview for Lombard Street Loft, with the Health panel at bottom right showing a $51,250 pre-tax client subtotal and $13,800 total paid, under the Clients and Project stakeholders cards.](https://docs.moodiri.com/shots/projects--project-overview--project-health-panel-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--project-overview--project-health-panel-annotated.webp
Callout 1: Health


**Health** in the side panel is a quick read on the money and progress of the job:

- **Total value** (or **Client subtotal · pre-tax**), **Total Paid** and **Outstanding**.
- **Overpayment credit**: client credit created by overpayments on this project.
- **Billed**: the share of the project value that has been invoiced.
- **Margin** and **Est. gross profit**. Gross profit is based on planned client totals and recorded costs, and excludes refunds and payment fees. It shows **Not tracked** with a count of costs not recorded when costs are missing.
- **Open approvals**, **Empty spaces** and **Last activity**.

Figures in red or amber need attention, for example an outstanding balance or a negative margin.

## Project financials card

![Project overview for Lombard Street Loft, with the Health card showing a $51,250 client subtotal and $13,800 paid, and a summary noting $23,980 outstanding on invoices.](https://docs.moodiri.com/shots/projects--project-overview--project-financials-card-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--project-overview--project-financials-card-annotated.webp
Callout 1: View all financials


When your firm uses the Financial Hub, **Health** has a **View all financials** button. It opens the hub's **Projects** view for this project. See [Financial Hub](https://docs.moodiri.com/financials/financial-hub#projects).

## Project stakeholders

![Project overview for Lombard Street Loft, with the Project stakeholders card showing No project stakeholders yet and an Add stakeholder button below client Alex Rivera.](https://docs.moodiri.com/shots/projects--project-overview--project-stakeholders-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/projects--project-overview--project-stakeholders-annotated.webp
Callout 1: Add project stakeholder


**Project stakeholders** lists the outside companies and people on the job, such as the general contractor, architect or a vendor. Choose **Add project stakeholder**, pick a **Company or person** from your Directory and give them a **Role**. Edit or deactivate a stakeholder from their row.

Stakeholders come from your Directory, so add the company or person there first. See [Companies and people](https://docs.moodiri.com/directory/companies-and-people). Only the owner and admins can add or change stakeholders.

## Project sales tax profile

**Sales tax** in the side panel shows how this project charges client sales tax and the rate in use:

- **Needs setup**: no decision yet.
- **Accepted**: using the accepted address-based project rate.
- **Manual override**: using a rate you entered.
- **Needs review**: the address changed or there is a new suggestion to look at.
- **Disabled**: sales tax is turned off for the project.

Choose **Review sales tax** (or **Enable sales tax**) to open the review. Owners and admins can accept the suggested rate, choose **Edit rate** to enter their own with a reason, or turn sales tax off. Accepting a rate, saving your own or turning sales tax off needs you to tick the confirmation that you are responsible for the rate and what is taxable. Moodiri suggests a rate from the project address but does not determine your tax obligations.

## Sales tax review when you open a project

With sales tax set up, a project that has no tax decision opens a sales tax review over the overview for owners and admins. From there you can choose **Check project address**, **Keep sales tax off**, **Decide later** or **Edit rate**.

The review is one table of what is billed, whether it is taxed, and at what rate. Products and purchasing use the project rate. Charges such as shipping and installation are taxed when marked taxable. Design services, logged time and expenses are never taxed.

Tick **Don't show this again** to hide these reminders for you only. Turn them back on in [Settings › Invoicing › Show sales tax reminders](https://docs.moodiri.com/settings/invoicing#show-sales-tax-reminders).

## Cancel a project (client ended it)

When the client ends the engagement, choose **Cancel project** on the project card. Add an optional **Reason**, choose **Cancel project**, then **Confirm cancel**.

- The project is marked cancelled, and new retainer and invoice activity is blocked. The project is not deleted.
- Cancelling never moves money. If the project still holds retainer funds, Moodiri lists them under **Refund held retainers?** with a **Refund** link for each. Nothing is refunded automatically.

Only the owner and admins can cancel a project. To finish a project normally, close it instead: [Close a project](https://docs.moodiri.com/projects/close-a-project).

## Limits

- Cancelling a project never moves money. It lists retainers still holding funds so you can refund them.
- The sales tax review opens automatically only for owners and admins, and only while the project needs a decision.
- **Don't show this again** applies to you only.

## Questions

### Why does a sales tax window open when I open a project?

The project has no sales tax decision yet. Accept the suggested rate, edit it, keep sales tax off, or choose **Decide later**. Tick **Don't show this again** to stop the reminders for you.

### Can team members see the money figures?

Members see the overview, including **Health**. Editing the project, requesting a retainer and cancelling are for the owner and admins.