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View a project dashboard and navigate between sections without delays

Use the sidebar to move between a project’s dashboard and key sections while the project details stay loaded in the background.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the project dashboard

From the main projects list, select the relevant project to open its dashboard so the system loads its latest details in the background.

Open the project dashboard

Step 2: Confirm the project details are loaded

Check the project name and key information at the top of the dashboard to verify that the correct project has been loaded.

Confirm the project details are loaded

Step 3: Navigate to the Packages section

Use the sidebar to move from the Dashboard to the Packages section; the project stays loaded so the transition should feel instant.

Navigate to the Packages section

Step 4: Review inspection and test plans (ITPs)

Select the ITP section in the sidebar to review inspection and test plans for the same project without waiting for it to reload.

Review inspection and test plans (ITPs)

Step 5: View RAMS for the project

Navigate to the RAMS section from the sidebar to check risk assessments and method statements, with project context preserved.

View RAMS for the project

Step 6: Return to the dashboard

Click Dashboard in the sidebar to return to the main project overview while the project data remains cached for faster navigation.

Return to the dashboard


Last updated: 2026-09-03