Step 1: Create the Interface

• Open your Airtable base and go to the Interfaces section.
• Click: Create → Interface
• Choose the layout: Record review
• When prompted to select the data source table, choose: Projects
• This tells Airtable that each page will represent one project record.
• A project selector will appear automatically at the top of the interface.
• Example: Project > [Your Test Project}
• Selecting a project will refresh the entire dashboard.

Step 2: Configure the Project Overview Panel

The top section of the dashboard should display key project information. Add the following fields from the Projects table:

• Project
• Client
• Primary contact
• Overall RAG
• Status
• Phase
• Start date
• Target end date

This provides an overview of the project health and lifecycle stage. This section acts as the project header for the rest of the dashboard.

Step 3: Add Deliverables / Workstreams

• Next, add the Deliverables table to show the project’s workstreams.
• Click the + button and choose: Deliverables
• Select a List or Grid layout.
• Display the following fields:
  • Deliverable / Workstream name
  • Assignee
  • Status
  • Start date
  • Deliverable health
• Because the Deliverables table contains a Project link field, Airtable automatically shows only deliverables linked to the selected project.

This section provides visibility into the major streams of work within the project.

Step 4: Add the RAID Log

The RAID log tracks Risks, Assumptions, Issues and Dependencies affecting the project.

Click: RAID table

Display the following fields:

• Description
• RAID type
• Status
• Path to green

This section gives project managers a quick view of delivery risks and constraints.

Step 5: Add the Decisions Log

Projects often require important architectural or operational decisions. Add the Decisions table to the interface.

Display fields such as:

• Decision description
• Decision date
• Decision status

Tracking decisions helps maintain clarity and accountability during delivery.

Step 6: Add Weekly Status Updates

Weekly reporting is the heartbeat of project delivery. Add the Weekly Status Updates table.

Display the following fields:

• Status summary
• Week identifier
• Key achievements
• Key risks / issues
• Decisions needed

This section provides the latest operational update for the project.

Step 7: Add Tasks

Finally, add the Tasks table to track operational work.

Display fields such as:

• Task name
• Details
• Project

Tasks represent the execution layer beneath deliverables.