Overview & Dashboard
App Layout
The app uses a consistent layout across all modules:
| Area | Location | Purpose |
|---|---|---|
| Module Switcher | Top of sidebar dropdown | Switch between the 4 modules |
| Sidebar Navigation | Left panel | Navigate between sections within the active module |
| Content Area | Main right panel | Displays the active section's content |
| Settings Link | Bottom of sidebar | Access global app configuration |
Module Navigation
Use the dropdown at the top of the sidebar to switch modules:
| Module | What It Opens |
|---|---|
| Capacity Planner & Insight | Analyze team workload, capacity, and delivery risks |
| Time Tracking | Log, review, and approve time entries; build timesheet reports |
| Portfolio (PPM) | Cross-project timeline, Gantt, and portfolio health views |
| Backlog Prioritization | Score and rank backlog items using scoring frameworks |
Common UI Patterns
Scope / Filter Button
Most views have a Scope or Filter button in the top-right. Click it to open a modal where you select Projects and Date Ranges before loading data. Always set a scope before expecting data to load.
Save / Saved Items
Reports, plans, portfolios, and scoring views can all be saved. Look for a Save button in the top-right of any configurable view. Saved items appear in the sidebar for quick access.
Export Button
Time Tracking reports and Backlog tables have an Export button. Options: CSV (all views) and PDF (Time Tracking reports).
Log Time
Available in all Time Tracking views. Click Log Time to open a quick-log form - search for an issue, enter hours, select date, pick category.
Settings - Interface Walk-through
| Tab | Purpose |
|---|---|
| General | App-wide preferences (time unit, timezone, working days) |
| Time Tracking | Time tracking module settings |
| Capacity | Capacity module display settings |
| Backlog | Scoring model configuration |
| Worklog Fields | Custom fields that appear in the Log Time form |
| Time Categories | Categories for classifying worklogs |
| Manage Staff | Holiday calendars, workload schemes, staff assignments |
| RBAC → User Roles | Assign/revoke Member role for users |
| My Permissions | View your own role and what you can and cannot do |
Tips for New Users
- Check My Permissions first if features seem unavailable - most restrictions are role-based
- Always set a date range before loading capacity or time reports - the app requires scope to load data
- Refresh manually to see changes made by other users - the app does not push live updates
- Narrow your filters for large projects - loading 10,000+ issues takes time