Reading the workspace: Home, My Day, the project hub
You will be able to: Pick the right entry point for a job; Find a project's money on the hub tabs; Use the product's words consistently.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Every screen of the product works the same way: a register first (a list with search, filter chips, saved views and export, and a + New button), then a form for one record (toolbar with Save, Submit and Back, a status chip, lines and related documents). Special workspaces exist only where a list cannot do the job, such as the breakdown, the schedule and progress entry.
Where to start
| Screen | Use it for |
|---|---|
| Home | A landing page with the views Director, Project manager, Finance, Procurement, Site and operations, and Safety and quality. Every figure is a link to the list behind it. |
| My Day | One inbox of what needs you: approvals, progress waiting, late tasks, blocked gates, unanswered requests, snoozed items. |
| Portfolio | All projects as red, amber and green tiles with schedule, cost, margin, cash, safety and quality checks. |
| Projects | The register of projects; click one to open its hub. |
| Finance Hub | Cash, receivables, payables, retention, profitability, contracts in progress, the 13-week forecast and month-end close. |
The project hub groups everything about one job in tabs. The ones you will meet in this track: Structure (the breakdown with budget, actual and progress), BOQ, Budget, Billing (the contract, advance, progress bills, retention, variations, final account), Finance (budget control, forecasts, revenue and provisions, the cost lock), Procurement, Stores, Site, People and subcontract, Schedule and Reports.
One word for one thing
The product keeps a glossary so that the same thing has the same name on every screen. Use it in your own reports too.
| Say | Do not say | Meaning |
|---|---|---|
| Project | Job, contract (for the whole) | A piece of work for one client |
| Item of work | WBS leaf, activity | One line of the breakdown, where cost is posted |
| Progress bill | IPC (before it is issued) | The bill for work done, before the tax invoice exists |
| Retention | Holdback | Amount the client keeps until the end |
| Actual cost | Spend | Cost posted to the project in the ledger |
Walk it through
- List the three screens you will open every morning if you are a project manager.
- Write the glossary word for: 'the money the client keeps back', 'the cost we have posted', 'the line of the breakdown cost goes to'.
- In the demo, press one tile on Home and notice which list opens and which filter is already set.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Register first, form second: every screen follows it.
- Home, My Day and Portfolio answer 'what needs me now'; the project hub answers 'how is this job'.
- Use the product glossary so reports read the same everywhere.
Check yourself
1 question on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.