Glossary
Quick reference for the terminology used across the app and these docs.
Concise definitions, in the order you'll meet them.
- Project
- A piece of work for a client, identified by a unique code within your company. Has stages, files, and events.
- Project Type
- A reusable workflow template defined per company. Sets the stages a new project starts with.
- Stage
- A phase within a project's workflow (e.g. Schematic Design, Permit Submission). Holds files.
- Stage File
- A file attached to a stage. Has a review status (Pending, Approved, Changes Requested).
- File Review Log
- The audit trail of every approval or change-request on a stage file. Records who, when, what, and why.
- Event
- A calendar entry — site visit, meeting, internal review. Optionally linked to a project.
- Attendee
- A person attached to an event. Status: Pending / Confirmed / Declined.
- Client
- A customer record. Owns projects. Optionally given a portal login for read-only access.
- Location
- An office branch. Every project belongs to one location.
- NIF
- Portuguese fiscal number ("Número de Identificação Fiscal"). Up to 9 characters.
- Office Owner
- The user who created the company. Always created as an Admin.
- Employee
- A team member of a company. Joins via a 7-day link code generated by an Admin.
- Permission level
- Admin or General. Source of truth for what a user can do.
- Link Code
- A 6-character invite code, valid for 7 days. Used by employees to join their firm during sign-up.
- Trial
- The initial period of full access at no charge, before a payment method is required.
- Subscription
- The Stripe-managed billing record of your firm's plan and interval.
- Vellum cloud storage
- The default secure storage option for stage files.
- Autodesk Revit Cloud
- Alternative storage option, available on the Business tier.