Navigate the main workspace
Use the main application frame to move between projects, tools, and views, and access help and account options.
This guide is designed for project manager.
Steps
Step 1: Open the main workspace
Sign in and wait for the main workspace to load, showing the sidebar, top navigation, and content area.
Step 2: Switch between projects
Use the project selector in the header to choose a different project or sample project; the main content updates to match your selection.
Step 3: Move between key sections
Use the sidebar and top navigation links to open areas such as Dashboard, Tasks, Calendar, Forms, Registers, RAMS, Reports, and Workspace.
Step 4: View calendars and schedules
Open the calendar or programme views to review scheduled activities, deadlines, and key milestones for the selected project.
Step 5: Review tasks and notifications
Open the unified tasks page to see all assigned work, and the notifications page to review alerts and updates across your projects.
Step 6: Access registers, RAMS, and reports
Navigate to Registers, RAMS readiness, and Reports to review project registers, safety readiness, and compiled reports.
Step 7: Open help and search
Use the help option and search modal in the header to find guidance, documents, and items across the workspace.
Step 8: Manage account, settings, and organisations
Use the avatar and organisation switcher in the header to update your profile, adjust settings, change organisation, or sign out.
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Last updated: 2026-07-29