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Interface tour
A quick tour of the three screens you'll spend most of your time in.
The workspace has three layers of navigation. Once you know what each one does, finding anything takes seconds.
1. The workspace shell

The left nav lists the workspace-level destinations:
- Projects, the project list. This is the main entry point.
- Catalogue, the shared library of brands, models, colours, finishes, and sizes that auto-completes inside item fields.
- Members, manage who has access to the workspace (admins only).
Your avatar sits in the top-right corner; that's where account-level actions like Sign out live.
2. The project shell

When you open a project, the top of the screen shows:
- Project header, name, lot, customer, and the status pill (Draft, In review, Finalised, Archived).
- Unit tabs, one tab per unit in the project. Click a unit to scope the page below to that unit. Per-project categories appear regardless of which unit you have selected; per-unit categories show that unit's sheet.
- Category grid, every spec category for the project, grouped by stage (Structural, Mechanical, Finishes, Fixtures, Outdoor). Click any tile to open that sheet.
3. The sheet editor

This is where the work happens. Each sheet has:
- A header with the category, the scope (
per projectorper unit – <unit name>), the date, and admin-style actions like Mark complete and Customize columns. - A groups list, each group is a room or section (e.g. Master Bathroom, Powder Room). Inside each group you have items (Sink, Faucet, Toilet…).
- Item rows, one per spec. Cells are the standard or custom columns for that category. The right-hand side of each row holds notes and image attachments.
- A right rail for the active item showing its comments and change history.
Once a sheet is marked complete (or the project is finalised), every edit will pop a small dialog asking for a change reason. That's by design. See change reasons.
Keyboard tips
- Tab / Shift-Tab moves between cells inside a row.
- Enter on a row's last cell adds a new item below it.
- The
/key (slash) focuses the search at the top of any list.
Now that you know your way around, try creating your first project.