---
title: Find your way
summary: Learn the left menu, the project picker, search with Ctrl K, notifications, Company settings and the Ask Superwise button.
order: 2
menu: Dashboard
route: /dashboard
who: Everyone who is signed in. Menu items appear only for people who have the matching permission.
---

Every Superwise screen has the same frame. The left menu is on the left. The top bar is at the top. The page you work on is in the middle. This page explains each part of the frame.

![The top bar. Mark 1 is the project picker, mark 2 the search box, mark 3 the Ask Superwise button, mark 4 the bell and mark 5 the account button.](../media/shell-top-bar.png)

The top bar holds five parts, from left to right. Mark 1 is the project picker. Mark 2 is the search box. Mark 3 is **Ask Superwise**. Mark 4 is the bell for notifications. Mark 5 is your account button, which shows your initial.

## The left menu

The left menu lists the parts of Superwise as groups. Click a group to open it. Click an item inside the group to open the screen. Groups and items that you have no permission to use are not shown. See [Roles and access](roles-and-access.md).

| Group | What is inside |
| --- | --- |
| **Dashboard** | Your first screen. See [The dashboard](the-dashboard.md). |
| **Planning** | **Budget**, **Schedule**, **BOQ Estimation**, **Documents** |
| **Project Cost** | **Project BOQ**, **Project BOM**, **Service Requests** |
| **Schedule** | **Tasks**, **Gantt**, **Progress Log** |
| **Procurements** | **Material Indents**, **RFQ**, **Quotations**, **Purchase Orders** |
| **Contracts** | **RFP**, **Proposals**, **Work Orders** |
| **Site Reports** | **Material Deliveries**, **Equipment Rentals**, **Labour Records**, **Measurement Book**, **Petty Cash**, **Staff Attendance** |
| **Stores** | **Material Transfers**, **Material Supply**, **Material Consumption**, **Material Inventory**, **Tool Transfers**, **Lost/Damaged**, **Tool Inventory** |
| **Quality & Safety** | **Issues**, **Checks** |
| **Accounts** | **Debit / Credit Notes**, **Purchase Bills**, **RA Bills**, **Payments** |
| **Messages** | Project chat. A dot appears when new messages arrive. |
| **Integration** | The event log of connected systems |
| **Reports** | Report generation |

Your menu can look different from this list. Some companies use a shorter menu, and some groups are hidden for people without the permission.

The pin button next to the Superwise name (mark 1 in the picture below) keeps the menu open (**Pin navigation**). **Company settings** is at the bottom (mark 2). On a narrow screen the menu shows icons only. Move the pointer over it to open it. On a phone, a bar at the bottom shows **Home**, **Procurement**, **Site**, **Stores** and **More**. **More** opens the full menu.

![The left menu. Mark 1 is the pin button and mark 2 is the Company settings link.](../media/shell-left-menu.png)

## How to change the project

Most screens show the records of one project. The project name is at the top left, next to the menu.

1. Click the project name.
2. Type part of a project name in **Search projects** (mark 1 in the picture below), or choose a name from the list (mark 2). Projects you used lately are listed under **Recent**. Other projects are under **All projects**.
3. Click the project.

Superwise shows the same screen again, with the records of the new project. A grey dot before a project name means the project is not active.

![The project picker open. Mark 1 is the search box and mark 2 is the list of projects.](../media/shell-project-picker.png)

If you see no records, check the project name first. Many screens look empty when the wrong project is selected.

## How to search for a page or a project

Use the search box to jump to a screen without the menu.

1. Click **Search pages and projects…** or press Ctrl K. On a Mac, press Cmd K.
2. Type one or two words, for example `purchase`, in the text box at the top of the picture below.
3. Press the down arrow key to move in the list. Press Enter to open the highlighted line. The first line is highlighted at the start. You can also click a line.
4. Press Esc to close the box without choosing.

The list has pages and projects. Each page line shows where the page sits in the menu. A project line switches to that project. If nothing fits, you see "Nothing matches" and your words.

The search finds pages and projects only. It does not search inside records such as one purchase order.

![The search box with the word purchase typed. The text box is at the top and the matching pages are listed under it.](../media/shell-search-palette.png)

## Notifications

Click the bell to see notifications. The bell shows a dot when you have some. At present the list holds new chat messages from your projects. Each line reads "New messages in" and the project name. Click it to open the chat. When there is nothing new, the box says "All caught up."

## Company settings

Click **Company settings** at the bottom of the left menu. It opens the setup pages that apply to the whole company, not to one project. The top bar then shows **Master Setup** and a back arrow. Click the arrow to return to the dashboard.

The company menu has these groups:

| Group | What is inside |
| --- | --- |
| **General** | **Projects**, **Roles**, **Departments**, **Users**, **Organizations**, **Staff (Non-users)**, **Approval Workflows**, **Taxes**, **Terms & Conditions** |
| **Planning** | **Packages**, **Templates**, **Work Items**, **Working Calendar**, **Document Folders**, **Document Purposes**, **Document Stages** |
| **Site Monitoring** | **Resources**, **Expense Reasons**, **Debit/Credit Reasons**, **Checklists/Forms**, **Issue Types** |
| **Integration Setup** | Connect Superwise to other systems |
| **Company Setup** | Company default settings |

The link **Company settings** is shown only to people who may use these pages. Set these up once, before you start a project. See [Company setup](../company-setup/index.md).

![The Company settings menu with the group General open and the top bar showing Master Setup.](../media/shell-company-settings.png)

## Ask Superwise

The button **Ask Superwise** is in the top bar. Click it, or press Ctrl /, to ask a question about any screen. See [Ask Superwise](ask-superwise.md).

## Rules to know

- The left menu changes with your permissions. A missing item means you have no permission, not that the feature is gone.
- The project picker changes the project for every project screen. Company settings screens do not depend on a project.
- Ctrl K and Ctrl / work from any screen after you sign in.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| A menu group is missing | Ask your administrator to check your role. See [Roles and access](roles-and-access.md). |
| A list is empty | Check the project name at the top left. Then check the filters. See [Lists, filters and saved views](lists-filters-and-saved-views.md). |
| The project picker does not show a project | You may not belong to that project. Ask your project manager. |
| **Company settings** is missing | Your role does not include the company pages. |

## Related pages

- [The dashboard](the-dashboard.md)
- [Roles and access](roles-and-access.md)
- [Ask Superwise](ask-superwise.md)