When you log into O3, you should see something like the image below.

This is a dashboard. From here, you can navigate between the different parts of O3.

Note that the dashboard shown here is likely different from the one you're seeing.

There are 2 parts to O3 navigation:

The Application Context Menu is on the very left side of your screen. Depending on your level of permissions, you might see the following tabs:

Overview allows for cross-project reporting - users can report on metrics at a plant level via dashboard.

This is where all your project's data is stored. Note that the amount of data you have access to depends on your level of permissions.

You can change projects by clicking on the Project Selector and then selecting your project.

Recently viewed projects will show up in the dropdown. To go to a project you've never accessed, click on Browse All Projects.

Here, users can sign up for training and track their required learning. Training admins can create courses, register users for training, create learning paths, and track their trainees' progress.

To learn more about our Training application, check out our Training article collection.

This is where your site's system or plant admin(s) can configure system-or plant-level settings. Note: you will only see this icon if you are a system or plant admin.

To learn more, check out our Admin article collection.
​

You can expand and collapse the left-side menu by clicking on the 3 lines in the top-left corner of the screen.

The top button in the left-side menu will bring you to the last dashboard you viewed. Every other line can be expanded and collapsed by clicking on it.

Depending on your level of permissions, you might see the following items:

Manage actions assigned to you (My Actions), or by action type, like approvals or constraints.

Our most built out area in O3. Here you can develop and manage your project's work packages.

Manage your project's tasks using Team Boards or your organization's objectives using Team Goals.

Project Admins can create and assign users to Project Teams to restrict access to certain Team Boards.

Click on these links to learn more about Team Boards and Team Goals.

This is where all data complementary to your work packages lives, like mechanical equipment and models.

Import data and view data-driven reports. You can also see what approvals and constraints are open, as well as what items you're watching.

Here Project Admins can configure their project's settings.

To learn more about project admin capabilities in O3, check out our Admin collection.

Search by recently viewed data or search for specific entities or parts of our software using keywords.

The / shortcut automatically opens the search bar, while the esc keyword clears/closes the search bar.

Clicking on the bulleted list icon will bring you to My Actions - a grid containing all the actions that have been assigned to you in the current project.

You can also access this by going to Actions > My Actions in the left-side navigation menu.

Our Help Center contains tons of articles (like this one) to provide you with plenty of self-service options for support.

To learn more about our support article library, click here.

Edit your user profile and notification settings. Click the links to learn more about these.

Click here to continue learning about the basics of O3.