Workspace → User Actions → Navigation
A three-level hierarchy to organize information and features is used. These three levels are:
- Modules There are six modules, each providing a distinct set of functionality. The modules you can view and access vary by licenses, permissions, and security roles. The six modules are: Projects, Tools, Reports, Resources, Customization, and System Settings.
- Views Each module has a set of views providing different ways to look at and interact with objects. For example, the Reports module has five views: Datasheets, Timeline, Timegrid, Charts, and Demand vs Capacity. Each of these views provides a different set of functions with which you can analyze your organization's portfolio data. The views you see in each module depend on the permissions you have on the system.
- Tasks Each view provides a set of tasks. For example, in the Reports module, the Datasheet view provides several tasks, including adding datasheets and managing datasheet types.
The primary components of the user interface are the navigation and view panes, as well as the application and view toolbars. The view pane can also split to display data in upper and lower panes, or left and right. By using these panes and the toolbars you will be able to initiate most functions. By default, the user interface opens with the navigation pane visible, or pinned on the left-hand side.
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