Knowledge Base
The Project Overview Dashboard
What you land on
Opening a project shows its overview: four widgets summarizing the project's state, then one table listing every document in it.
The four widgets
Requirements by status: a donut of the project's requirements grouped by status (Draft, In Review, Approved, Implemented, Verified, Rejected).
ITP results: a bar chart of inspection results.
Programme burnup: planned vs. completed work over time.
BOM value by status: total BOM value grouped by procurement status (Sourced, Ordered, Received, Backordered).
Each widget shows an empty state instead of a chart until the project has data of that kind.
The document table
Below the widgets, one table lists every document across all types (Requirements, ITP, Programme, BOM, plus the project's single Insights document), each row showing type, name, item count, who created and last updated it, and when. It's sortable on any column and filterable by type, name, creator, or last-editor. Buttons above the table create a new document of each type; each row's actions let you rename or delete that document.
Renaming, settings, and deleting the project itself
The project name's actions menu (top right) covers the project as a whole: rename it, jump to Project settings (currency, country, cost-data sharing), or delete it. Deleting a project removes every document, requirement, ITP item, activity, and BOM item inside it, and can't be undone.