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Documentation Index

Fetch the complete documentation index at: https://docs.auditynow.com/llms.txt

Use this file to discover all available pages before exploring further.

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What this is

The project dashboard is the home view for a single audit engagement. It shows your current position in the 13-step lifecycle, surfaces the next required action, displays a summary of completed steps, and gives you access to all project resources. Every audit begins and ends on the project dashboard.

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Before you start

  • A project must exist. If you have not created one yet, see Project setup.
  • The dashboard is accessible to anyone on your workspace who has been granted access to the project (Team and Enterprise plans).

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Procedure

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Reading the dashboard

  1. Navigate to Projects and click a project name to open its dashboard.
  2. The dashboard has three main areas:
Lifecycle stepper (left panel) A vertical list of all 13 steps, each with a status badge:
  • Complete (green check), step finished and confirmed.
  • In progress (blue), step has some content but is not yet confirmed.
  • Locked (grey lock), prerequisites not met; cannot be started yet.
  • Available (white), prerequisites met; ready to begin.
  • Attention (yellow warning), step had an issue (e.g. analysis timed out).
Click any unlocked step to navigate directly to it. Summary cards (centre) A set of cards showing key metrics from completed steps:
  • Opportunities identified.
  • Documents uploaded and analysed.
  • Interview records.
  • Framework scores (as a radar chart thumbnail).
  • Estimated total ROI.
Activity feed (right panel) A chronological log of all events in the project: analysis runs, document uploads, memo generations, team member actions (Team/Enterprise), and system events.
  • Click Continue (the primary action button) to jump to the next available step automatically.
  • Click any step name in the lifecycle stepper to navigate directly to that step.
  • Use the breadcrumb at the top of each step page to return to the dashboard.

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Managing the project

  • Click Project settings (gear icon, top right) to edit the project name, client profile link, or archive the project.
  • Click Share (Team/Enterprise only) to invite workspace members to collaborate on the project.
  • Click Export to jump directly to the deliverables hub.

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Limits and gating

  • Dashboard access requires an active project. Archived projects are read-only.
  • The Activity feed retains the last 500 events per project.
  • Solo plan: Dashboard is personal; no sharing controls are shown.
  • Team / Enterprise: Collaborators added via Share can view and edit the project. Admin role is required to archive or delete a project.

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Common issues

A step I completed is showing as “Available” rather than “Complete”. Some steps require an explicit confirmation action (e.g. “Confirm ROI calculations”, “Finalise report”). Return to the step and look for a confirmation button. The “Continue” button is taking me to the wrong step. Continue always points to the earliest incomplete step. If you want to work on a different step, click it directly in the lifecycle stepper. Activity feed is empty. Activity is logged from the point the project was created. Projects migrated from an earlier version of Audity may not have historical activity data. A collaborator can see the project but cannot edit it. The collaborator may have been added with view-only access. A project admin needs to change their permission level under Project settings → Team.

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What’s next

If you are starting a new project, begin with project setup. If you have an existing project in progress, use the lifecycle stepper to continue from where you left off.