Navigating the Main Window
Layout
┌───────────────────────────────────────────────────────────────┐
│ Title bar [ User icon ] │
├──────────┬────────────────────────────────────────────────────┤
│ │ │
│ Primary │ │
│ navigation│ Active View │
│ (left) │ │
│ │ │
│ │ │
├──────────┴────────────────────────────────────────────────────┤
│ Status bar: project name • lock state • save state • clock │
└───────────────────────────────────────────────────────────────┘Primary Navigation
| Icon | View | Purpose |
|---|---|---|
| 🏠 | Dashboard | Cross-project KPIs and portfolio roll-up |
| 📁 | Projects | Project list / folders / new & open |
| 📊 | Summary | Per-project financial and carbon rollup |
| 🧱 | Direct Costs | Item schedule, breakdowns, apportionment |
| 🧾 | Overheads | Overhead items and breakdowns |
| 💹 | Sell Rates | Sell rate spreadsheet and scenarios |
| 🧮 | Code Sets | Allocate costs to coding hierarchies |
| 🧪 | Parametrics | Project parametrics and scoped variables |
| 🌿 | Carbon | Emissions tracking and reporting |
| 📦 | Resources | Resources master and folders |
| 🧩 | Templates | Item templates library |
| 📚 | Master Library | Organisation-wide resources |
| 📝 | Notes | Rich-text project notes |
| 📄 | Reports | PDF generation |
| ⚙️ | Settings | App and user preferences |
The Status Bar
The status bar shows:
- Project name and version number.
- Lock state — 🔒 locked / 🔓 editable.
- Save state — Saved / Saving… / Unsaved changes.
- Connection state — local database / shared profile if used.
- Toast area — transient success / error messages.
Common Interactions
| Action | Shortcut |
|---|---|
| Pop-out current view | Ctrl+Shift+O |
| New item on grid | Enter on last row or toolbar ➕ |
| Indent selected rows | Tab |
| Outdent selected rows | Shift+Tab |
| Find | Ctrl+F |
| Find and Replace | Ctrl+H |
| Undo | Ctrl+Z |
| Redo | Ctrl+Y |
| Save | Ctrl+S (auto-save is on) |
Full keyboard shortcut reference is in Appendix C.
Tabs and Pop-Outs
Most heavy views (Direct Costs, Resources, Sell Rates) support pop-out. Click the pop-out button in the view toolbar to open the same view in a separate window. The pop-out stays bound to the same project so edits synchronise live.
Tip
Tip — On multi-monitor setups, pop out Resources to one screen and Direct Costs to another for a single-window-feel workflow.