Managing Projects.

Managing Projects

Managing projects in Dorah is about creating calm structure around complexity.
Each project holds its own world — moodboards, specifications, conversations, and files — allowing you to see creative vision and practical delivery in one continuous flow.

Whether you’re setting up a refit, developing a new build, or maintaining an existing yacht, Dorah keeps every stage connected, organised, and easy to navigate.

What Managing Projects Means

The Managing Projects area brings everything together — moodboards, categories, files, lists, and discussions.
It’s designed to help you oversee your projects visually from a bird’s-eye view with calm order and flexibility.

Each project includes:

  • Category Boards — spaces such as Guest Cabins, Salons, or Crew Areas.

  • Moodboards — where ideas take shape before becoming specifications

  • Item Lists — where creative choices become structured, trackable data

  • File Managers — your library for wider project documentation

You can create or duplicate projects anytime, keeping your workspace aligned with your active portfolio.

Structuring Your Projects

Each project is intentionally flexible. You can structure by:

  • Space – e.g. Cabins, Galleys, Bars

  • Theme – e.g. Refit Concepts, Guest Experience

  • Phase – e.g. Concept, Quotation, Inventory

Within each project:

  • Use Category Boards to organise by room or group.

  • Use Moodboards for creative development and client presentations.

  • Use File Managers to store category-specific documents.

  • Use the Item List to manage procurement as decisions evolve.

  • Use Project Files for wider references such as catalogues or yard documents.

Good structure saves time later — making exports, budgeting, and communication smoother. Think about your full project lifecycle before you begin.

Sharing and Exporting

Entire projects can’t be exported as single files — this ensures data integrity and controlled sharing.

You can:

  • Share projects via the Client Portal (read-only view).

  • Export Moodboards as Live Links for presentations.

  • Export Item Lists as PDF, Excel, CSV, or Live Link files for quotations or tracking.

Example Scenario

You’ve created M.Y. Star Refit with boards for Guest Cabins, Salons, and Serviceware.
As the project progresses, you update statuses in the Item List, upload certificates to Project Files, and share curated views via the Client Portal.

You export the Guest Cabins moodboard as a PDF for client review and the Item List as an Excel file for supplier quotations — maintaining control while communicating clearly.

Project Lifecycle

Every Dorah project follows a natural rhythm — from creative concept to onboard inventory.
This lifecycle keeps design and delivery aligned, with each phase building smoothly on the last.

Phase 1: Creative Development
Ideas are fluid. Build your boards, explore materials, and add early specifications or retail pricing to gauge cost direction.

Phase 2: Procurement
Move confirmed selections to the Item List.
Decisions become structured data for quoting and ordering.
Update statuses (Quoted, Ordered, Delivered) to maintain a true source of price and progress.

Phase 3: Completion & Inventory
When items are confirmed and delivered, update final statuses to Inventory.
Your Dorah project now becomes a complete onboard record — a living archive of specifications, pricing, and notes.

Status and Progress Markers

Statuses help you see where every item sits in its lifecycle.
They keep your procurement flow accurate and your team aligned.

StatusMeaning

Pending Items added but not confirmed. Indicative pricing only.

Quoted Supplier quotations requested.

Approved Final selections ready to order — update pricing.

Ordered Items placed with suppliers.

Received Items delivered and ready for setup.

Inventory Items onboard — final project record.

Updating these regularly maintains transparency and quiet control.

Working with Teams

Dorah’s layered roles ensure clarity and collaboration without clutter.

RoleAccess

Account Holder Oversees full workspace and billing.

Admin Manages users, permissions, and project setup.

Team Member Works within assigned projects and limited actions.

Client View-only access via Client Portal.

Locks


Admins and Account Holders can lock Category Boards or Moodboards when areas are complete or orders are placed.
Locked sections are read-only, preventing accidental edits while still viewable for reference or export.
Locks can be released at any time by authorised users.

Project Harmony in Practice

Managing projects in Dorah isn’t about control — it’s about calm rhythm.
When every part of the process — creative, technical, and logistical — moves in quiet sync, your projects unfold with confidence and clarity.

Dorah keeps your work looking good, feeling good, and flowing with purpose — so managing becomes as considered as creating.