Each project's overview page gives you and your team one place to track key project information. Use it for top-line project information and to get a quick pulse on how the project is moving.

To open the overview page, click Overview in the project tool bar:

Click Manage widgets in the project tool bar to choose which sections show and in what order:

The layout is saved on the project, so everyone who opens the project sees the same sections. At least one section must stay visible.

Click New status update to share the latest on the project. Pick a color-coded status, for example On-track, At Risk, Off-track, or On-hold, and add an optional description. The list also includes any custom statuses your workspace has added. If your workspace has status update fields, enter the information required for the selected status, then select Create new status or Save, depending on the form.

Project status keeps the history of status updates, so you can always see previous updates and how the project has been moving.

Your workspace can require custom fields for selected project statuses. For example, an admin can require a Recovery plan when a project is At risk, while leaving that field optional for On-track.

A quick status change can open the full New status update form when the selected status has required fields. For example, this happens when you move a project into that status column in a Portfolio status view. Complete the required fields and save the report to finish the status change. Selecting Cancel leaves the status update unsaved.

If a required value is missing, Hive identifies the field and prevents saving until it is completed. The description remains optional. Extra information is required only for fields and statuses configured by your workspace.

Workspace admins can configure these fields in the custom field library. Available controls follow your workspace’s custom-field permissions.

Status update fields are shared across the workspace. Their values are saved with each dated status report and shown in the project’s status history. They do not replace the project custom fields used for information such as its category or region.

See how actions in the project are moving. The chart shows the percent of actions that are complete and how many actions are in each status.

See a running list of all updates on the project and its action cards, in case you missed something. Click the update text to go to the action card where it happened.

To show only some updates, click Filters. You can filter action updates (for example new actions, comments, status changes, and approvals) and project updates (for example date changes, members, budget updates, and notes).

Leave comments for the whole project, not one action. Comments and mentions for the project show here.

See the project's total budget, how much has been spent, how much is left, and whether the project is within budget. Project owners and workspace admins can add budgets and costs here. For details, see Budgets in Hive.

Files attached to action cards and to action card comments are collected in the Files section. You can see the file name, the action card it is attached to, and the user that action is assigned to. Click the action title to go to the action card, or click the file title to open the file. Proofing files for the project show below, in Proofing Files.

Have a specific project categorization you want to document? Add a text or dropdown custom field to your overview page. Custom fields are great for documenting project type, tier, or priority level. You can edit project custom fields directly on the overview page or from Project navigator.

Give clear direction to your team on the purpose of the project.

See the Hive forms that belong to this project.

If your workspace uses Hive CRM, link the project to customer accounts and opportunities. Linked accounts let Proofing use the customer's guideline documents, and linked opportunities keep the project connected to active deals.

List attachments at the project level for members to easily reference and review. For example, this is a good location to store guidance documentation for the project.

Keep track of all notes relating to a project. Notes that have been tagged to the project show in the Project notes section.

To assign a Hive Note to a project, click the project dropdown on the left side of the note and select the project:

See the bill and cost rates for each project member. Click Set project rates to set rates for this project, or View in Resourcing to see them in Resourcing. This section shows only for people who can see bill or cost rates (workspace admins by default). For details, see Set default bill and cost rates for a project.

To export the overview page as a PDF, click the download icon in the top right corner.

The export includes all the information except project activity and project comments.

Whatever your project, the overview page makes it easy to update project information, customize what you see, and stay up to date on progress.