Use the sidebar guide to learn the main navigation
Use the interactive sidebar guide to understand what each main navigation item does and where to find key tools.
This guide is designed for project manager.
Steps
Step 1: Open the sidebar guide
When you first sign in or start onboarding, the sidebar guide opens automatically and highlights the main navigation area on the left.
Step 2: Review the overview of sidebar sections
Read the initial guidance that explains the layout of the sidebar, including key sections such as Home, Dashboard, Workspace and Programme.
Step 3: Explore project delivery and planning tools
Move through the guide steps to see where to access core project tools including Documents, Plant, Temporary works, People & companies and Tools.
Step 4: Discover day-to-day activity areas
Continue through the guide to learn where to find operational features such as Events, Tasks, Forms and Reports.
Step 5: Learn about automation and assistance features
Follow the guide as it highlights advanced areas such as AI Assistants, Automations and External pages so you know where to find them later.
Step 6: Locate notifications and settings
Finish the tour by seeing how to open Notifications and adjust Settings from the highlighted navigation items.
Step 7: Close the guide when you are ready
Once you understand the main navigation, close the sidebar guide to return to your normal view and start working.
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Last updated: 2026-08-31