Package canvas

Open this screen in Saral/projects/canvas

The project's packages by money and progress, lit for you. Each package is a box: its size is the budget (or the forecast final), its fill is what has been certified, its colour says whether what is left will be enough — green, amber within 3 %, red over. Tabs by NRM group, a Budgeted / Forecast toggle, Whole / Remaining size, the PFA beneath, and 'Light for me' dims every package that is not waiting on your lane. Click a box to open that package's own canvas. Three more views on the same page measure the team: Portfolio (every project's lanes at a glance, or one project's packages), People (the fair per-person measure: done by its date, and how long the next lane waited) and Lanes (the totals per lane with a small chart).

You enter

Nothing is typed on the canvas. Pick the view (Canvas, Portfolio, People, Lanes), the project, the group tab, Budgeted or Forecast, Whole or Remaining, and who to light it for — or, on the measure views, the month.
On a package canvas: a Nudge to the owner of a lane that is late — an in-app poke on the package's thread, never a block, email only if they opted in.

Saral fills in

Budget from the subcontract sum, else the CSA allowance, else the PFA budget — the box says which. Applied, valued, certified and paid from the package months and the ledger; forecast final and cost to complete from the CVR.
The verdict: forecast final against budget. Up to 3 % over is tight (amber); more is red; no forecast yet is grey.
Health from the team canvas lanes: three overdue steps, or one a week late, is red; any overdue is amber.
Who the package is waiting on — the lanes with a READY step right now — which is what 'Light for me' uses.
The firm's reliability score and its previous packages, shown to holders of the commercial key and above (it judges firms, not staff).
On the measure views — Done: steps a person marked done in the month. On time: done by the due date (a step with no date counts as on time). Late: after it, with the average days late. Wait caused: days from the step turning ready to it being marked done — what the next team waited.
Automatic steps — done by the submit that is their evidence or read from the books — are counted separately and never for or against a person.
On the 1st of the month, directors are told in the app that last month's measure is ready (it opens Portfolio for that month). Email is off unless the person opts in.

It produces

One picture of the project's money and progress that every package person opens on first — and the same picture for a director.
The package canvas: the lane strip, the glass wall (what the firm submitted, what the AI drafted), and the package's people, design, changes, site, money, material, firm and talk in tabs.
A nudge on the package's thread, recorded, to the lane that is late.
The portfolio health strip — which project or package is stuck and on which lane — and the per-person measure, open to everyone who can open the project unless the Owner limits it to managers (Projects → Settings → Team canvas); then everyone else sees their own row.

What this page is for

Every package person — the QS, the design manager, the site manager, the buyer — opens here after sign-in and sees the project's packages by money and progress, lit for them. It is a VIEW over facts Projects already holds: the PFA and CSA, the package months, the CVR, the team canvas lanes, the exchange and the subcontractor profile, composed once per project. Nothing is typed here, so nothing here can disagree with the screen that owns the figure.

How a box is drawn

Size is the package's budget — the subcontract sum where a firm is appointed, else the CSA allowance, else the PFA budget, and the box says which. Fill is the share certified. Colour is the verdict on what is left: the CVR's forecast final against the budget — green when it fits, amber when it is tight (up to 3 % over), red when it is not, grey when there is no forecast yet. Forecast mode sizes by the forecast final instead; Remaining draws only what is left to spend. A package with no budget is a hatched sliver, never dropped, and the totals name the unbudgeted sum.

Lit for you

'Light for me' dims every package not waiting on one of your lanes. A package is waiting on a lane when that lane has a READY step on it — the lane before has finished and this one has not marked its step. Your lanes come from the roles you hold; pick another lane to see the project as the design team or site sees it.

The package canvas

Click a box and you are on that package's own canvas: the lane strip with its owners, the glass wall — what the firm submitted overnight and what the AI pass drafted on our side, ready to review and submit — and everything about the package in tabs: people, design (drawings by status, late reviews), changes (priced and unpriced, clocks running), site (hold points, blockers), money (applied, valued, certified, paid, forecast), material (ordered, delivered, billed), the firm (its score and previous packages, for the commercial key and above) and the talk. Each tab reads the record its home screen keeps.

Nudge

On the package canvas each lane carries a Nudge. It pokes the lane's owner on this package in the app and records the nudge on the package's thread. It is never a block — the step can still be marked by anyone holding the lane's permission — and it never emails unless the person switched that on for themselves in their notification settings.

Who lands here

Projects → Settings → Team canvas → 'Where people working on packages land after sign-in'. Package roles (the default) sends anyone holding a Projects package permission — the keys the QS, Assistant QS, Design Manager, Site Manager, Project Manager and Buyer presets hold, never a role name — to the canvas; Owners and Admins keep the hub. Everyone sends every staff sign-in here; Off keeps the hub for all. A person's own Default view still decides staff app or worker portal, and a phone always opens the app home.

Portfolio, People and Lanes

The three measure views — the former Team canvas — sit on this page beside the Canvas. A director sees which project or package is stuck and on whose lane; the team sees everyone's work — done by its date or not — which is what gets it done. The measure is information: nothing here blocks a mark, a payment or a person. Old links to /projects/team-canvas land here, on Portfolio.

Why these measures and not others

Counting files saved and emails sent punishes the people who work on site or by email and rewards the ones who save a spreadsheet forty times. The honest measure is whether a person's lane steps were done by their date and how long the next lane waited on them. A step turns ready the moment the lane before it finishes, so the wait is theirs to shorten; a due date comes from the chain's template or is set by hand.

Automatic steps

A step done by the submit that is its evidence (an application received, a notice issued, an order sent) or read from the books (paid, bill matched) is the machine's. It appears in the portfolio's done count as 'auto' and in the Lanes view's Automatic column; it never counts in a person's done, on-time or wait figures.

Who sees whom

Open by default: anyone who can open the project sees every person's row. The Owner may limit the per-person figures to managers — holders of the commercial key — in Projects → Settings → Team canvas; everyone else then sees their own row only. The portfolio and lane totals are always visible to whoever can open the project.

Where next

A package's own canvas to mark the steps a lane is waiting on (the bell's 'Ready for you' line opens it); Subcontracts for the package record itself and its Progress tab; Projects → Settings → Team canvas for the visibility switch and the chaser. There is no separate Waiting on you page: its old links land here.

Next screen: /projects/subcontractors

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.