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The Anatomy of a Project

Learn about the different sections and buttons you'll see in each Goodshuffle Pro project.

Alison Panza avatar
Written by Alison Panza
Updated today

This feature is available on all Goodshuffle Pro Plans.

Note: Some features, like Fulfillment, Conflicts, and Set Asides, are only available on Goodshuffle Pro Standard and above.

Project Tabs Overview

At the top of any project, you'll see several tabs. Each tab represents a key part of the project workflow.


Contract

This tab is where you build the client-facing contract.

Here, you’ll add:

  • Event name, date, and time

  • Client and venue details

  • Inventory and logistics

Only Account Owners, Full Users, and Admin Users can access this tab.

Items added to the contract are automatically synced to the Fulfillment tab. If you make changes after signing, you’ll need to turn on fulfillment sync to push those updates. (Learn More)

You can also monitor and manage the contract’s status (e.g., Quote, Signed, Expired). (Learn More)


Billing

View and manage all payment-related details:

  • Total contract value

  • Deposits, balances, and due dates

  • Offline and online payments

  • Refund processing

Only Account Owners, Admin Users, and Full Users can access this tab.


Fulfillment

The Fulfillment tab helps you manage what’s needed to fulfill the event.

  • Conflicts: Alerts when you don’t have enough inventory to fulfill the contract

  • Subrentals: Indicates that an item needs to be rented from another vendor

  • Set Asides: Shows when inventory is unavailable due to damage, stolen items, or being lost

  • Locked Items: Display a lock icon, meaning they’re part of a signed contract and can’t be removed (except by a Sales User)

This tab is primarily used by Limited Users, who can:

  • Add items

  • Leave notes

  • Resolve conflicts

They cannot remove locked items from a signed contract.


Files

Access all files related to the project:

  • Signed contracts (automatically stored as PDFs)

  • Upload additional documents (e.g., hand-signed contracts)

  • Tag files with the client, company, or venue

  • View suggested files based on project info


Activity Log

See a detailed list of all project changes:

  • Who made the change

  • What was changed

  • Exact date and time

Great for audit trails and team accountability.

Project Buttons

Located at the top right of every project, these buttons give you quick access to key tools:

Sync - Manually sync the project with Google Calendar. Projects normally sync automatically, but this ensures instant updates.

Print- Print contracts, invoices, or pull sheets for physical delivery or internal use.

Digital - Collect digital signatures in person via touchscreen—ideal for on-site or showroom signings.

Team - View and manage team members assigned to the project. You can:

  • Add or remove team members

  • Assign a Sales Lead

Tasks- Create and manage project tasks:

  • Add task descriptions

  • Assign them to team members

  • Set due dates

Use the filter buttons to show/hide completed tasks or add new ones.

  • Team messages stay internal and are only seen by assigned users

  • Client messages are emailed directly and replies appear in this tab

Project Settings - Adjust project-specific settings

More

Click “More” to access additional actions:

  • Change Project Dates: Quickly update all dates across the project (event, delivery, pickup, etc.) in one streamlined view.

  • Duplicate Project: Create a copy of the current project—ideal for recurring or similar events.

  • Update Contract Pricing: Instantly recalculate pricing based on your current inventory prices. Useful if your pricing has changed since the contract was created.

  • Archive Project: This option is disabled once a contract is signed. You can only archive projects that are unsigned, fully paid, and complete.

  • Recalculate Taxes: Re-run tax calculations based on the current tax rules for the client, project location, and any recent changes.


Deleting Projects

You can delete a project only if it hasn’t been signed. This should be done for duplicates or projects entered by mistake. (Learn More)

Deleted projects cannot be recovered, so avoid deleting anything you may need later.
For unpaid or canceled projects, mark them as “Lost” instead.


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