Getting Started¶
Logging In¶
When you navigate to the application URL, you are presented with the login screen.
- Enter your email and password, then click Sign In.
- If your organization uses Microsoft Entra ID (SSO), click Sign in with Microsoft to authenticate through your corporate identity provider. The SSO button only appears if configured by your administrator.
The Main Interface¶
The application is organized into several areas:
- Sidebar (far left) — Switch between the five main views: Gantt Chart, Staff Overview, Equipment, Cross-Site, and Archived
- Header (top) — Branding, site selector, date navigation, zoom controls, theme toggle, and user menu
- Project Panel (left-center) — Hierarchical list of projects, phases, and subphases
- Timeline (right) — Visual Gantt bars aligned to a calendar
Navigation¶
Sidebar Views¶
| Icon | View | Description |
|---|---|---|
| Gantt | Gantt Chart | Project timeline with phases and resource assignments (default) |
| Staff | Staff Overview | Staff members with assignments and availability |
| Equipment | Equipment | Equipment items with booking timelines |
| Cross-Site | Cross-Site | Overview of projects across all sites |
| Archive | Archived | Completed/archived projects |
The sidebar can be collapsed to icon-only mode for more screen space. Administrators see additional Admin links for user management, site management, and configuration.
Header Controls¶
Left — Branding & Context:
- Logo and instance title (customizable by admin)
- Site selector dropdown to switch between locations
Center — Timeline Navigation:
- Arrow buttons to scroll the timeline backward/forward
- Today button to jump to the current date
- View mode: W (Week), M (Month), Q (Quarter), Y (Year)
- Zoom slider to adjust timeline cell width (12px to 120px)
Right — Actions & User Menu:
- Panels toggle — Show/hide Staff and Equipment panels below the Gantt chart
- What-If toggle — Enter/exit scenario planning mode
- Theme toggle (light/dark)
- Online users indicator
- User menu (profile, settings, admin portal, logout)
User Roles¶
| Role | Permissions |
|---|---|
| Admin | Full access: manage users, sites, settings, projects, assignments |
| Superuser | Manage projects and assignments, use What-If mode; cannot manage users or settings |
| User | View-only access to projects and timelines |