Glossary
Short definitions of the terms you'll meet in Vellum and in these docs, from project and stage to submission, seat and free trial.
Concise definitions, in the order you'll meet them.
- Project
- A piece of work for a client, identified by a code that's unique within the company. It has a status, stages, files and events.
- Project status
- New, Missing Documentation, Ready, Ongoing or Concluded. Stages are only tracked while the project is Ongoing.
- Project type
- A per-company template with the stages that projects of that type go through and the expected duration of each. How many custom types you can have depends on the plan.
- Stage
- A step in a project's work (for example Preliminary Study or Permitting). It has a file folder and an expected duration.
- Stage file
- A file uploaded to a stage's folder. In review stages it has a status: Pending Review, Approved or Changes Requested.
- Submission
- A set of files uploaded together to a stage. Every new version comes in as a new submission (Submission #2, #3…), and earlier ones are kept.
- Review history
- The record of every approval or change request on a file: who reviewed it, the decision, the note and the date.
- Event
- An entry in your firm's calendar — a meeting, a site visit, a deadline. Optionally linked to a project.
- Attendee
- An employee or client linked to an event. Status: Pending, Confirmed or Declined.
- Client
- A client record, which projects belong to. On the Core and Professional plans, it can have a client-portal account.
- Client portal
- The web app where your firm's clients follow their projects and approve or request changes on files. On the Core and Professional plans.
- Office
- One of your firm's branches. Every project and event belongs to an office. Managed on the Locations page.
- NIF
- Portuguese tax identification number. Up to 9 characters.
- Owner
- Whoever created the company at sign-up. Always Admin, and the one who manages billing.
- Employee
- A member of a company's team. Joins the firm with a 6-digit code that an Admin enters under Employees.
- Permission level
- Admin or General. Decides what each employee can do.
- Employee code
- A 6-digit code the employee gets when signing up. Valid for 4 hours, single-use.
- Seat
- Each member of the team — the owner and every employee. Core and Professional are billed per seat.
- Trial
- 14 free days on Core and Professional, no payment method needed. At the end, the workspace is blocked until you subscribe or switch to Free.
- Subscription
- The billing record, in Stripe, with your firm's plan, interval and seats.
- Extra storage
- 50 GB packs the owner can add on Core and Professional, on the billing page.