Working with Navigation

You can use a variety of navigation techniques within an app. The main method of navigation for apps is the sidebar. The sidebar contains links to relevant pages and panels. Each app contains a unique set of pages that apply to the feature area. Some pages are available in multiple apps.

General navigation elements in the application. Labeled elements are described in the corresponding table of screen highlights.

Table of Screen Highlights

Item

Description

1

Get Started: The Get Started page is your first view of Primavera Cloud on day one. Select the Oracle logo from anywhere in the application to open it. You can watch a video on how the application works, get started by creating or accessing projects, and access additional resources such as the Help and the Training Center.

2

Object Selector: Use the object selector to open an object or access the inventory of all objects in the application. This can be projects, portfolios, programs, workspaces, or ideas. Only one object can be open at a time. Available objects are determined by a user's level of access. Administrators will also see the Global Admin app, where administrative-level settings are configured.

You can also use the object selector to add new objects and access your recent and favorite objects.

3

Use the icons in the header of the application window to access global search, user preferences, notifications, and Help.

Below the header are common icons that control functionality on the page. The available icons may vary according to the page you are on, but most include the following:

  • Save: The save button only appears after you have modified data. Save your data frequently. On several pages, changes are saved automatically.
  • Undo and Redo: Revert certain actions or fields to a previous value. See Undo Changes in Primavera Cloud for more information.
  • Run Reports: Run reports on the data displayed in the page.
  • Share: Send a direct link of the current page to team members.
  • Full Screen: Expand the display to view more of the page content.

4

Sidebar and Page Selector: The sidebar navigation contains links to apps dependent on the object context you are in such as a workspace, portfolio, or project. The order of the apps in the sidebar is the same order as you have configured in the Apps organizer. Only apps that you choose to display will show here.

Hover over a particular app to display its pages. Select a page to open it in the main window.

5

Main Window: This is where page-level actions are performed and where the most important page data is displayed. Depending on the page, the main window may show a table, Gantt chart, settings, graphic chart, planning board, or activity network. Pages can also contain toolbars, detail windows, and side panels.

6

Summary & Settings: Select the gear icon in the sidebar to view the Summary & Settings panel for the current object. This panel enables you to configure general settings, codes, defaults, dictionaries, and security for the object, as well as settings for the object's parent workspace.

7

Detail Windows: Detail windows provide additional information about the objects selected in the main window. Some have corresponding pages that contain the same information. You can also use detail windows to establish initial object data.

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