Good paceRoom for new workOver capacity!Needs a Design Partner
WeeklyMonthly
Capacity ceiling (Scale units that count as "full" for a week)
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Contributing to this weekBy projectBy Design Partner
Unassigned opportunities affecting capacity
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Active
Completed
Total completed
—
Total client revenue
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Total contractor payments
—
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Due this week
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Paid this week
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Total outstanding
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Paid this month
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Paid this year
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Unpaid milestones
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Payment historyShow
to
CorpVine internal templates. Files marked “All contractors” are visible to your team.
When you update a file, contractors automatically see the latest version.
Category order:
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Communicate with your Design Partners — post a banner or a full announcement popup.
Top banner
A colored bar below the nav — great for quick system notices or reminders.
Announcement popup
Full popup shown to Design Partners on login. One active at a time.
No active announcement
Leave both blank to show immediately until you manually deactivate it. Set an end date to have it stop showing on its own.
Preview
Free trials
From The Navigator’s “Request a free trial” form. Each new company gets 2 free credits.
new companies a day. After that, requests wait for you.
Personal emails (Gmail, Yahoo and similar) and a second request from the same company always wait for you.
Waiting for you
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Recent requests
Manage the dropdown options used across The Vine. Changes apply immediately to all forms.
How this works in the real build
In the live Supabase-backed version, these lists will be stored as lookup tables. Any changes here update all dropdowns across the platform in real time — no code changes needed.
Project types
Used in New Project and Post Opportunity forms
Drag rows to reorder · Click the label to edit · Check to save
Deliverables
Artifacts checked off on each project
Production stages
Optional stage skeleton applied to new projects, per project type
Copy stages from
Pick a project type above to view or create its stage list. Projects of that type will get these stages automatically when created — editable per-project afterward.
Bulk stage tools
Changing the template above only affects new projects. Use these to push a change out to projects that are already active.
Rename a stage on active projects
One-time find-and-replace on the stage name only — status, notes, flags, and tasks on that stage are untouched.
Add a stage to active projects
Appends a new "Not started" stage to every active project of this type that doesn't already have it. Projects with no stages yet are skipped — use "Add stages" on those individually.
Payment structures
Used in New Project and Post Opportunity forms
Drag rows to reorder · Click the label to edit · Check to save
Quotes
Rates & settings
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These rates, complexity levels and task lists feed every quote. The complexity numbers for ILT and eLearning are the Chapman benchmark.
Quote calculator — master settings
Adjust the bill rates, complexity multipliers, and deliverable defaults used by the Quote Calculator (Project details → Quote calculator tab). Saved changes apply the next time anyone opens the calculator.
Bill rates by client type ($/hr) — applies across all project types
Project types
Reorder Delete type
New type
Shown in the "Project type" dropdown on the Quote Calculator.
What the top quantity input is called for this type (e.g. "Training hours", "Number of slides").
Pricing model
Hours × complexity
Per-slide / unit
Complexity levels
Add level
Multiplier applied to each selected deliverable's hours — matches the spreadsheet's per-task factor (e.g. ILT = 1.7, eLearning = 0.9).
Deliverables & default %
0% total
Add deliverable
Service tiers (rate per slide/unit)
Add tier
Tier nameClient $/slidePartner $/slide
The Creator
Design learning encounters the way a great story unfolds.
The Visionary
COMING SOON
Envision the experience: how learners should feel, the moments that matter and what success looks like.
The Interpreter
COMING SOON
Map the skills, behaviors and mindset each role needs, the KPIs to track, and the path to Levels 5 and 6.
The Navigator
Your guided path from a rough idea to a learning experience.
The Evaluator
COMING SOON
Evaluate a training you already have, measure what changed and make it better.
We’ll keep a record of when you agreed. The highlights are a summary; the full terms are what count.
Welcome to The Vine.
The Vine is where your team designs training around your culture, your people and your goals, powered by CorpVine’s know-how in what makes learning impactful.
Always download the latest version before starting a new project.
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Apps
CorpVine's suite of tools — pick one to get started. ✓ Every app is free for your CorpVine projects.
The Creator
Design learning encounters the way a great story unfolds.
The Visionary
COMING SOON
Envision the experience: how learners should feel, the moments that matter and what success looks like.
The Interpreter
COMING SOON
Map the skills, behaviors and mindset each role needs, the KPIs to track, and the path to Levels 5 and 6.
The Navigator
Your guided path from a rough idea to a learning experience.
The Evaluator
COMING SOON
Evaluate a training you already have, measure what changed and make it better.
My profile
SM
Sarah Mitchell
Instructional Designer
Change password
Payment details
Where The Corporate Vine sends your payments by direct deposit (ACH). Your details are sealed on this device before they're sent, so only The Corporate Vine's bookkeeping can open them. Not even The Vine can read them.
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My specialties
Add skills and tools you specialize in. These help match you with the right opportunities.
Let The Corporate Vine know when you're unavailable so they can plan accordingly.
Available
Open to new projects and assignments
At capacity
On projects — not taking on new work
Unavailable — set dates
Vacation, personal time, or planned leave
Add file
Upload a file or paste a link from Egnyte, Google Drive, or SharePoint.
File source (use one or both)
or
Uploading…
Edit file
Update this file’s details, swap the link, or replace with a new upload.
File source (upload a new file or update the link)
or
Uploading…
Let this Design Partner know
This sends an email and moves them off the Interested list for this opportunity — they'll stop seeing "I am interested" buttons on it, but the opportunity itself stays open for everyone else.
Preview as...
See exactly what they see. Read-only: nothing is changed or sent on their behalf.
Manage status
Choose Sarah's current status. Affects portal access and roster visibility.
Active
Currently working. Full portal access.
Inactive — Personal
Taking a break. Portal paused. Easily reactivated.
Inactive — Unavailable
At capacity. Portal paused. Temporary.
Do not engage
Private flag. Portal access removed. History preserved.
New project
Set up a new project and assign it to a Design Partner.
Pricing a new project? Build a quote first, then use “Create project” on it.Go to Quotes
Design Brief: add it after saving, from this project's Brief tab.
Plan this project's production stages. Add your own, or start from a template. You can change them any time in Edit project.
Production stages: this project
DeliverablesAllocated: 0%
Est. ID hours
0
0 billable hrs
Client quote
$0
hours × bill rate
Partner fee
$0
hours × partner rate
Your margin
$0
0% gross
Design Partner
Line items (0 services)
Fills in Client fee and Contractor fee in the Details tab
Add design partner
Adds them to The Vine. Their sign-in is created for you, and they get an email to set their own password.
Post opportunity
Post a new client commitment for contractors to express interest in.
Want the fee worked out for you? Build it from a quote, then use “Post as opportunity” on the quote.Build from a quote
Quote calculator
Run a quick estimate — not tied to any project or opportunity.
1 · Service Manage rates
2 · Pricing
Design Partner (optional — for reference only)
3 · DeliverablesAllocated: 0%
Using type defaultsCustomize
This line
$0client·$0partner
Est. ID hours: 0
· margin $0 (0%)
Open as project Open as opportunity
Quote (0 services)
Total$0
Open all as one project Open all as one opportunity
Add category
Create a new section in your Resources library.
Edit category
Update this category’s name, description, or icon.
Submit deliverable link
Paste your Egnyte or Google Drive link, or upload a file directly. The Corporate Vine will be notified to review.
Click to upload a file
Edit message
Edit task
The name shows on the task instead of “Reference link.”
Click to upload or replace file
Submit task for review
The Corporate Vine will be notified. Answer the quick questions below before submitting.
Deliverable
Or click to upload a file
Completing will notify The Corporate Vine for review.
Add a deliverable link, upload a file, or check "No file needed" before submitting.
Confirm payment
Design Partner
Milestone
$
Review deliverable
Sarah submitted a revised draft of Module 2. Review the link and approve or request further changes.
Update project details. Changes are visible to the assigned Design Partner immediately.
Contractor will see a Priority badge and this project will sort to the top of their list.
Design Brief now lives on this project's Brief tab — close this form and switch tabs to add or edit it.
This project's production stages. Changes apply to this project only; your templates in Settings stay the same.
Production stages: this project
DeliverablesAllocated: 0%
Est. ID hours
0
0 billable hrs
Client quote
$0
hours × bill rate
Partner fee
$0
hours × partner rate
Your margin
$0
0% gross
Line items (0 services)
Fills in Client fee and Contractor fee in the Details tab
Duplicate project
Should the copy include this project's existing tasks and payment history?
Full copy
Carries over the contractor, fees, status, and every task and payment milestone exactly as they are now — including anything already completed or paid. Use this when splitting a project that's already underway.
Fresh copy
Carries over the client, curriculum, brief, and task checklist, but leaves the contractor and fees blank, resets task progress, and skips payment history. Use this for a brand-new course that hasn't started.
Decline this project?
The Corporate Vine will be notified and will follow up with you.
Client feedback
Stays visible on the stage until you approve it.
Click to upload a file
Creates an "Apply client feedback" task for them with this due date, and emails them.
Client review
Leave blank if nothing is scheduled.
Only change this to correct a mistake.
Close project
This will mark the project as closed. The Design Partner will be notified and no further payments will be triggered automatically.
Edit Design Partner profile
Update Design Partner information.
Reset your password
Enter your email address and we'll send you a link to reset your password.
Reset link sent! Check your email.
Set new password
Enter your new password below.
Broadcast system notice
This message will appear as a banner for all contractors until you clear it.
Active notice
Email The Corporate Vine
Send a direct message to your project manager.
Email Design Partner
Send a direct message.
Notify contractors
Send a message about this opportunity. Remove anyone you don't want to notify.
No recipients — add at least one Design Partner.
Assign Design Partner
Compliance & Ethics Refresher
Hartwell Manufacturing · Jul 14 – Aug 11
SM
Sarah Mitchell
Instructional Designer · On 2 projects
This will mark the opportunity as Filled and notify Sarah Mitchell by email with project details.
You're interested!
The Corporate Vine has been notified. They'll review your profile and reach out to schedule a quick conversation before confirming the assignment.
Schedule a project conversation
Book time via zCal while you wait
Availability updated
Your availability has been updated. The Corporate Vine can see your current status.
On the admin side: Your status badge on the Contractors roster will show as , and you'll be flagged as unavailable for new project assignments.
Add task
The name shows on the task instead of “Reference link.”