Skip to main content

Navigation

Find your way around

The CausewayOne Asset Management interface is split into several key areas. This layout is adopted by all applications on CausewayOne.

The CausewayOne Asset Management interface with numbered key areas

1 Sidebar and top bar

These purple bars let you navigate and control your CausewayOne experience.

Use the sidebar to switch between your workspaces and applications. Select    to collapse the sidebar when you need extra space. The bottom buttons let you discover other CausewayOne applications, administer your company (if you have the role) and get help.

Use the top bar to access your notifications, switch companies (if you belong to multiple) and configure your account profile. Each CausewayOne company has its own self-contained database for storing designs, items, layers and other Asset Management data.

Note

To learn more, see Navigating CausewayOne.

2 Left panel

Use the left panel to navigate Asset Management:


  • Asset Announcements - stay informed about changes to Asset Management. View release notes, notices and other important updates.

  • Settings - customise your experience:

    • Default app - automatically open the chosen app when you start Asset Management. The default is Overview.

    • Default [item] - automatically open the chosen item when the default app opens.

  • Asset Help - learn all about Asset Management and how to use it effectively. To raise a help request, select Help in the purple sidebar.

Note

To open something in a new browser tab, use middle-click or Ctrl-click.

3 Header bar

Use the white header bar to perform the following actions:

  •  Show/hide panel - hide the left panel when you need extra space.

  • Search - search your Asset Management data. Open items and features that you use regularly.

The header bar often displays a second row of actions for the current app, such as Open and Create. Select the button for more actions. Each app guide documents the available actions and what they do.

The header bar showing a second row of app-specific actions

4 App area

This area displays whatever is currently selected in the left panel. If an app is selected, its content appears here. If Asset Classic is selected, this area displays the classic workspace. If a classic feature is selected, that feature is loaded within the classic workspace.