# Welcome to PAI Docs PAI is a production management platform for advertising, film, and commercial productions. These docs cover everything from setting up your organization to managing active jobs, tracking vendor payments, and understanding your financial performance. The docs are organized around how work actually flows — not by feature area. Whether you're bidding a new project, running production, or reviewing financials at the end of a quarter, the section you need matches where you are in the process. --- ## How the Docs Are Organized **[Understanding PAI](./00-Understanding-PAI/PAI-Philosophy.md)** — Start here if you're new. Covers the philosophy behind how PAI is built, how to navigate the app, and walkthroughs of the major workflows end to end. **[Organization Setup](./01-Organization-Setup/Organization-Settings.md)** — Configuration your admin handles once: users and permissions, rate cards, default modifiers, tags, and integrations. **[Bidding a Project](./02-Bidding-a-Project/Creating-a-Project.md)** — Creating projects, building estimates, working with modifiers, versioning, sharing estimates with clients, and managing your client CRM. **[Winning the Job](./03-Winning-the-Job/Approving-an-Estimate.md)** — Approving estimates, generating a budget, and handling change orders and overages after approval. **[Executing the Job](./04-Executing-the-Job/Working-with-the-Budget.md)** — The working budget, call sheets, days and scheduling, vendor assignments, recording transactions, deliverables, and everything else that happens during production. **[Vendors & Payments](./05-Vendors-and-Payments/Vendors.md)** — Your vendor database, the vendor portal, accounts payable, invoices, timecards, and payment automation. **[Financial Visibility](./06-Financial-Visibility/Live-Margins.md)** — Live Margins, Project Finance, Insights, Campaigns, Pipeline, and the Expenses report. **[Reference](./08-Reference/FAQ-and-Troubleshooting.md)** — FAQ, troubleshooting, notifications, and support. --- ## Where to Start **New to PAI?** Read [PAI Philosophy](./00-Understanding-PAI/PAI-Philosophy.md) first, then [Core Workflows](./00-Understanding-PAI/Core-Workflows.md). These two pages give you the mental model that makes everything else make sense. **Setting up your organization?** Go to [Organization Setup](./01-Organization-Setup/Organization-Settings.md). **Looking for something specific?** Use the search bar at the top of the page.