Project slate

Setup

Client details, crew, phases and feedback defaults. Logo & signatories live on Brand.

Client & project

Header details shown on the proposal.

Client Proposal intro (high-level summary) Assumptions & notes (detailed proposal)

Roles & phases

Set the project's roles and production phases before casting the crew.

Roles

Role	Day-rate ()

Phases

Crew

People you can assign to tasks.

Name	Role

Feedback & schedule defaults

Target start date (optional — turns the schedule into real dates)

Default client review (days) Default revision buffer (man-days) Working days / week

A 5-day week is Mon–Fri working with Sat–Sun off. Estimates are only counted on working days; weekends are skipped on the timeline.

Estimate

Scope & feedback

Tasks with three-point estimates and dependencies, plus client feedback milestones the schedule waits on.

Scope of work

Three-point estimate auto-weighted to man-days.

⠿

Reorder & nestDrag a row by the grip. Drop on the middle of any task or group to nest it inside.

▾

Edit inlineSet Phase, Assignee and man-days straight from the row — no need to open a task.

▲

Green ▲ — depends onDrag onto the task this one must wait for (its predecessor). Adds it to After.

▼

Red ▼ — is needed byDrag onto a task that should wait for this one (its dependent). Sets the link the other way.

＋

Pick from a listPrefer clicking? Use ＋ in the After cell to tick dependencies. Tap × on a chip to remove.

#	Task	Phase	Assignee	O	L	P	Man-days	After

Client feedback & milestones

Review days affect the schedule; the buffer reserves revision man-days.

Money

Costing

Set your rate basis and adjustments in one working currency; totals present in USD, PHP and JPY.

Currency

Enter rates in your working currency. FX rates are editable.

Working currency

Exchange rates (per 1 USD)

₱ ¥

USD is the pivot (=1). e.g. ₱57 and ¥157 per $1.

Rate basis

Switch any time — everything re-prices.

Blended day-rate (per man-day, )

Also used for feedback-buffer man-days.

Role	Day-rate ()

Person	Role	Day-rate ()

Leave blank to fall back to the role rate.

Adjustments

Contingency, markup, rush fees — applied in order.

Name	Type	Value	Amount

Client price

Total in three currencies

Fully loaded quote.

Cost build-up

By phase

Schedule

Timeline

Auto-scheduled from dependencies. Drag a bar to move, drag its right edge to resize, or click for exact numbers.

Scale

dependency links Start date

Editing

Start (day) Duration (days)

Deliverable

Proposal

Preview, choose orientation, then download a page-fitted PDF.

Orientation

Prepared by

PDFs download directly, scaled to fit the page — no cropping. The first download fetches a small PDF engine, so it needs internet once; if you're offline, use Print.

Reusable scopes

Templates

Save a scope you use often, then drop it into a new project in one click. Applying a template clears assignees so you can re-cast the crew.

Save current scope as a template

Captures phases, tasks and feedback milestones (not crew or rates).

Your templates

Replace your current scope, or add to it.

Identity & access

Brand & access

Your company name, logo and signatories appear on the proposal. Set a passcode to restrict who can see costs.

Company

Company / studio name Logo

PNG or JPG. Auto-resized to keep your file small.

Signatories

Whoever prepares the proposal — pick one per export on the Proposal page.

Name	Title	Email

Cost access lock

Set a passcode so only people who know it can open the Costing page and export priced proposals.

Cost passcode (leave blank for no lock)

Basic deterrent only — this runs in the browser and isn't strong security. Use it to keep costs out of view from artists/clients, not to protect against determined access.