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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 Home 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 Home 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