Navigate the main workspace frame
Use the main application frame to move between projects, dashboards, tasks, notifications and key project tools.
This guide is designed for project manager.
Steps
Step 1: Open the main workspace
Sign in to the application and wait for the main workspace frame to load, showing the top navigation bar and side menu.
Step 2: Switch between projects
Use the project selector in the header to change to a different project or open a sample project, updating the workspace content.
Step 3: Browse key sections from the sidebar
Open the sidebar and choose sections such as Dashboard, Tasks, Registers, Calendar, Reports, Forms or Notifications to view project information.
Step 4: View and manage tasks
Navigate to the unified tasks page to review, filter and act on tasks associated with your current project.
Step 5: Open workspace items
From the workspace section, open item details or edit views such as workspace items, ITP templates or registers for more detailed work.
Step 6: Access RAMS, temporary works and plant tools
Use the relevant navigation links to open boards and admin pages for RAMS readiness, temporary works dashboards and plant status or inspections.
Step 7: Review schedules and programmes
Open the schedule or programme pages to see time-based planning views for your project activities.
Step 8: Use help and walkthrough tools
Open the help panel or onboarding walkthroughs from the header to see contextual guidance and support for the current page.
Step 9: Manage settings and profile
Use the avatar menu and settings section to adjust organisation and profile settings when available.
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Last updated: 2026-08-23