Selected Project
Project
Master Calendar
Upcoming Project Dates
Event Snapshot
Next Milestones
Activity & Approvals
Private Access
DeSIGNATURE Private Portal
A secure workspace for approved event access. Enter your approved email and password to continue.
Live portal required for saving.
This local preview can show the CRM layout, but saving, deleting, email, and database actions should be tested on the live portal.
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Event Calendar
Projects by Date
Calendar
Active Enquiries
| Client | Source | Event | Date | Budget | Location | Status | Action |
|---|
Internal Outreach
Register Manual Inquiry
Inquiry Review
Qualify & Convert
Manual Event
Create Project Without Website Inquiry
Portfolio Downloads
0 requests| Name | Status | Requested | Action |
|---|
Partner Intake
Vendor / Partner Registry
Staff-only supplier registry for reusable vendor details, portfolio links and approval notes. External vendors do not enter the CRM; share the private intake link when you want them to submit details directly.
| Partner | Category | Contact | Portfolio | Status | Action |
|---|
Finance Hub
Receivables, Payables & Company Costs
Invoice Draft
Invoice Preview
Receivable Follow-Up
Due, Overdue & Upcoming Client Payments
Waiting To Receive
| Project | Client | Item | Due | Amount | Status | Actions |
|---|
Need To Pay
| Project | Payee | Item | Due | Amount | Status | Actions |
|---|
Company Expenses
| Expense | Provider | Due | Amount | Status | Actions |
|---|
Project Overview
Event Snapshot, Workstreams & Deliverables
Active
Core event details are protected after creation. The project creator and founders can revise the event snapshot; assigned project managers manage workstreams, deliverables, files, and client-visible updates below.
Priority Queue
Workspace Items Needing Attention
Workspace Health
Project Readiness Snapshot
Workspace Navigator
Jump to operational sectionsCommunication Log
Client, vendor & internal touchpoints
Vendors & Procurement
Supplier shortlist, quotes and contract status
Approvals & Changes
Client sign-offs and scoped change requests
Risk & Permit Register
Track blockers before they become event-day issues
Run of Show
Event-day sequence, leads & cues
Guests & RSVP
Invite list, tiers and guest requirements
Workstream Task Register
Master Timeline
Phase-by-phase plan calculated from the event date and project milestones.
Project File Library
Documents, Proposals & Task Files
This library holds project-level files. Task-specific files should be uploaded from the Project Workspace so every document stays attached to the correct workstream and deliverable.
Quotation Draft
Quote Preview
Approval Queue
Internal review before client release
Access Control
Invite Users & Manage 90-Day Client Access
Review Queue
Access Items Needing Attention
Recovery Snapshot
Export CRM Backup Before Major Changes
Download a timestamped CRM snapshot for recovery. It includes projects, inquiries, finance, users, invites and activity, but excludes passwords, auth tokens and private setup links.
Preparing snapshot summary...
Restore is local-preview only. Live database recovery should use Supabase admin tooling.
| Role | Project | Status | Access Ends | Action |
|---|
Active Users
| Name | Role | Status | Action |
|---|
Owner / Developer Tools
Website Content Studio
This area is hidden from project managers, finance users and clients. Krste has developer/admin access and Desislava has owner access, so both accounts can open the studio when DeSIGNATURE needs to update approved public website text, portfolio items, logos or images.
Open Content StudioMicrosoft 365 Setup
SharePoint Data Mapping
The CRM file model is ready for SharePoint or Microsoft Graph, but the live connector is not connected yet. For now, uploaded local preview files stay in the browser session; production files should route through Vercel, Supabase and the future SharePoint connector.
Open this tab on the live portal to check configured services.