# Finding your way around

A tour of the Sitedrive web app: the sites page, the schedule header, view tabs, the toolbar and the settings pages.

Language: en
Canonical: https://support.sitedrive.com/en/kb/finding-your-way-around

This article walks you through the main screens of the Sitedrive web app: the sites page you see after signing in, and the schedule screen where you spend most of your time. Most toolbar buttons are icons. Hover over one to see its name.

## The sites page

After you sign in, Sitedrive lists the sites you have access to.

![The sites page with the account selector, site search, the New site card, a Harbour View Apartments site card and the Recently viewed list](https://support.sitedrive.com/media/help/guide/creating-a-site/02-site-list.webp)

-   **Account selector** (top left) – switch between accounts if you belong to more than one.
-   **Search with site name** – find a site quickly.
-   **Active** and **Archived** – switch between current and archived sites. The counter shows how many sites are in the Planning and Production phases.
-   **Favorites** – star a site on its card to keep it at the top.
-   **Site cards** – show when the site was last edited and its timing. Select a card to open the site. The **⋯** menu has site options.
-   **New site** – create a site. Only Account admins see this card. See [Creating a site](https://support.sitedrive.com/en/kb/creating-a-site).
-   **Recently viewed** – jump back to sites you opened lately.

Select a site to open its schedule.

## The schedule screen at a glance

The picture shows where the main functions are on the schedule screen. The sections below go through each part in more detail.

![The schedule screen with arrows pointing to its functions. Header: Sites, Schedule selector, Schedule settings, Issues, View tabs, Views menu, Who is online and Support. Toolbar: View settings, Display, Zoom, Today and Focus, Undo and Redo, Dependencies, Baseline, Colouring, Lock settings, Drawings and Library, Filter and Highlight, Print and Export, and Version history. On the chart: Location breakdown and Map](https://support.sitedrive.com/media/help/guide/finding-your-way-around/01-schedule-screen-map.webp)

[Open the picture at full size](https://support.sitedrive.com/media/help/guide/finding-your-way-around/01-schedule-screen-map.webp)

## The schedule header

The purple bar at the top of a schedule, from left to right:

Item

What it does

![Home icon](https://support.sitedrive.com/media/help/guide/icons/header-home.webp) Home

Back to the sites page.

![Schedule selector](https://support.sitedrive.com/media/help/guide/icons/header-schedule-selector.webp)  
Schedule selector (_site name / schedule name_ ▾)

Switch to another schedule on the site. Site users also see **Create or duplicate a new schedule** and **Show archived** here.

![Gear icon](https://support.sitedrive.com/media/help/guide/icons/header-settings.webp) **Schedule settings**

Open the settings pages (see below).

![Issues icon](https://support.sitedrive.com/media/help/guide/icons/header-issues.webp) **Issues**

Open the Issues view with all open blockers and issues. See [The Issues view](https://support.sitedrive.com/en/kb/issues-and-notifications-views).

![A view tab](https://support.sitedrive.com/media/help/guide/icons/header-view-tabs.webp)  
View tabs

The views of this schedule, for example **Gantt**, **Takt - Floor level** and **Takt - Zone level**. A pin icon marks views shared with everyone.

![Plus icon](https://support.sitedrive.com/media/help/guide/icons/header-new-view.webp) **View selection and management**

List all views and create new ones. Schedule and Site users only.

![Avatar](https://support.sitedrive.com/media/help/guide/icons/header-avatar.webp) Avatars

Who else is viewing the schedule right now. Your own avatar (**User settings**) opens **Edit profile** and **Logout**.

![Question mark icon](https://support.sitedrive.com/media/help/guide/icons/header-support.webp) **Support**

**Support chat**, **User guide** and **Welcome to Sitedrive**.

![The schedule selector open, listing schedules with Create or duplicate a new schedule and Show archived](https://support.sitedrive.com/media/help/guide/creating-a-schedule/01-schedule-selector-menu.webp)

### View tabs

Each tab is a saved view. Select a tab to switch views. Schedule and Site users can select **+** to see the **Schedule views** list and select **New view** to add a Gantt, Takt, Line of balance, Gantt by area or Grouped Gantt view.

![The Schedule views list open from the + button, showing Gantt, Line of balance and Takt views and the New view button](https://support.sitedrive.com/media/help/guide/views-as-tabs/01-view-menu.webp)

Other users see the views that are shared with them as tabs. They can't close those tabs. Read more in [Views as tabs](https://support.sitedrive.com/en/kb/views-as-tabs).

## The toolbar

Below the header is the toolbar for the current view. In the Gantt view, from left to right:

Button

What it does

Read more

![View settings icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-view-settings.webp) **View settings**

Change and lock settings for this view (Schedule and Site users).

[Sharing views](https://support.sitedrive.com/en/kb/sharing-views)

![Eye icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-visualization.webp) **Select schedule visualization options**

Show or hide the progress line, deadlines, holidays, completed work and more.

[Colouring and display](https://support.sitedrive.com/en/kb/colouring-and-display)

![Zoom icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-zoom.webp) **Zoom level**

Zoom the timeline in or out.

[Gantt](https://support.sitedrive.com/en/kb/gantt)

![Calendar icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-today.webp) **Today**

Scroll to today.

![Focus view icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-focus.webp) **Focus view**

Show a rolling window around the current week.

[Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)

![Columns icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-columns.webp) **Columns**

Choose the Gantt table columns.

[Gantt](https://support.sitedrive.com/en/kb/gantt)

![Undo and redo arrows](https://support.sitedrive.com/media/help/guide/icons/toolbar-undo-redo.webp) **Undo** / **Redo**

Undo or redo your last changes.

[Undo, version history and baselines](https://support.sitedrive.com/en/kb/undo-version-history-and-baselines)

![Import and export icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-import-export.webp) **Import / Export**

Import work packages from Excel, or export the Gantt to Excel.

[Printing and exporting](https://support.sitedrive.com/en/kb/printing-and-exporting)

![Deadline tools icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-deadlines.webp) **Open deadline tools**

Add and manage deadlines.

[Deadlines and milestones](https://support.sitedrive.com/en/kb/deadlines-and-milestones)

![Dependencies icon with menu arrow](https://support.sitedrive.com/media/help/guide/icons/toolbar-dependencies.webp) **Show dependencies** / **Dependency options**

Show dependency lines and choose how they work.

[Dependencies](https://support.sitedrive.com/en/kb/dependencies)

![Camera icon with menu arrow](https://support.sitedrive.com/media/help/guide/icons/toolbar-baseline.webp) **Show baseline** / **Choose baseline**

Compare with a saved baseline.

[Comparing progress to plan](https://support.sitedrive.com/en/kb/comparing-to-plan)

![Teams and Status buttons](https://support.sitedrive.com/media/help/guide/icons/toolbar-teams-status.webp)  
**Teams** | **Status**

Colour work by team or by status.

[Colouring and display](https://support.sitedrive.com/en/kb/colouring-and-display)

![Open and closed padlocks](https://support.sitedrive.com/media/help/guide/icons/toolbar-locks.webp)  
Padlocks

The **Edit lock** protects you from accidental edits. You can still report progress while it is on.

[Sharing views](https://support.sitedrive.com/en/kb/sharing-views)

![Library icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-library.webp) **Library**

Reuse saved work package sets.

[Reusing plans](https://support.sitedrive.com/en/kb/reusing-plans)

![Funnel icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-filter.webp) **Filter work packages**

Show only the work you need.

[Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)

![Highlight icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-highlight.webp) **Highlight**

Emphasise matching work without hiding the rest.

[Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)

![Printer icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-print.webp) **Print**

Print or save the view as a PDF.

[Printing and exporting](https://support.sitedrive.com/en/kb/printing-and-exporting)

![Clock icon](https://support.sitedrive.com/media/help/guide/icons/toolbar-version-history.webp) Version history

Open version history.

[Undo, version history and baselines](https://support.sitedrive.com/en/kb/undo-version-history-and-baselines)

![The Gantt view with the toolbar above the work package table and timeline](https://support.sitedrive.com/media/help/guide/gantt/01-gantt-overview.webp) _The Gantt table shows Work package, Area, Start date, Team and Status. Today's line is in week 40._

The Takt view adds a **Phase** colouring option next to **Teams** and **Status**. You only see the buttons your role allows, so your toolbar may have fewer buttons.

## Schedule settings

Select the gear in the header to open the settings. The menu on the left has two groups:

-   **Schedule** – settings for this schedule only: **Basic settings**, **Space model**, **Work time** and **Custom fields**. Depending on your account you may also see **Bill of quantities**.
-   **Teams** and **Users** – shared by every schedule on the site.

Which pages you see depends on your role. Schedule and Site users see everything. Refine users see **Teams** and **Users**, and Refine (ltd) users see **Teams** only, without being able to change it. Report and Accept users can't open settings. See [Schedule settings](https://support.sitedrive.com/en/kb/schedule-settings) and [Roles](https://support.sitedrive.com/en/kb/roles).

## Good to know

-   Your open tabs are remembered in your browser. On a new computer you start with the shared tabs only.
-   Every view has its own web address. Copy it from the browser to send a colleague straight to that view.

## Related

-   [Key concepts in five minutes](https://support.sitedrive.com/en/kb/key-concepts)
-   [Views as tabs](https://support.sitedrive.com/en/kb/views-as-tabs)
-   [Gantt](https://support.sitedrive.com/en/kb/gantt)
-   [Keyboard shortcuts](https://support.sitedrive.com/en/kb/keyboard-shortcuts)
