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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.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the sidebar guide​

From your Getting started checklist, choose "Take a tour of the sidebar" to open the sidebar guide, which highlights the main navigation area on the left.

Open the sidebar guide

Step 2: Review the overview of sidebar sections​

Read the initial guidance that explains the layout of the sidebar, including the sections at the top such as Home, Programme and Documents. Custom dashboards are in Home.

Review the overview of sidebar sections

Step 3: Explore your management areas​

Move through the guide steps to see where to access your management areas, such as Plant, Temporary works, Packages, ITPs, RAMS and People & companies.

Explore your management areas

Step 4: Discover day-to-day activity areas​

Continue through the guide to learn that operational features such as Events, Tasks, Forms, Reports, Registers and Workspace sit under Tools. Tools is collapsed by default, so open it in the sidebar to see them.

Discover day-to-day activity areas

Step 5: Learn about automation and assistance features​

Note that AI Assistants, Automations and External pages are also under Tools, so you know where to find them later.

Learn about automation and assistance features

Step 6: Locate notifications and settings​

Finish the tour by seeing that notifications are the bell at the top of the screen and Settings sits at the foot of the sidebar.

Locate notifications and settings

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.

Close the guide when you are ready

Last updated: 2026-10-04