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 Home, Programme or Documents. Tasks, Registers, Reports, Forms and Workspace are under Tools, which is collapsed by default, and notifications are the bell at the top of the screen.
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 Workspace (under Tools in the sidebar), 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