Navigate to Settings > Projects to view the list of Active or Archived projects.

To add a new top level project, click the Add Project button and fill out the information in the modal.

Click into a project name to navigate to the Project Details screen.

Here you can add, remove, or edit user access for the project by clicking the + Add User button or selecting the box to the left of the user(s)

In the Project Details screen of the top level project you can click the + New Subproject button to add a nested subproject.

The Project Code will automatically have the top level project code as a prefix.

Users and Project Access are inherited from the parent project.

To archive a project or subproject, navigate to the corresponding Project Details screen, click the vertical 3 dot menu in the top right corner, and select Archive.

The project or subproject name, code, and/or description can also be edited from this menu.

Archiving a top level parent project will automatically archive the associated subprojects.

Projects and Subprojects can be unarchived using the same menu when navigating to the Project Detail screen from the Archived tab.

An archived subproject can not be unarchived if the top level parent project is archived.

Unarchiving the parent project will automatically unarchive all associated subprojects.

When creating or editing a Procedure, Part, Work Order, Test Point, Risk, or Issue, select which project it should be associated with. The next sections will cover how this will help keep your workspace organized.

Project Level Navigation allows you to apply a project filter across the workspace.

Filter Procedures & Runs by Project

Tree View by Project

Organize by project name and use the drop down to see which procedures are assigned to each project.

A procedure can be assigned to a new project in one of two ways:

Projects now include a Schedule tab that provides a centralized, timeline-based view of all work orders and related activities within the project.

This view brings together work order schedules, tasks, dependencies, assignments, and resource considerations into a single, interactive planning workspace. It allows teams to understand how work is sequenced across the project and make adjustments without navigating into individual work orders.

Project schedules update in real time as work orders progress, helping teams plan confidently, identify bottlenecks early, and keep execution on track.

The project schedule consolidates all scheduling data that influences start and end dates, including:

This provides a single source of truth for how work is planned and interconnected across the project.

The project schedule is fully interactive, allowing you to make updates directly on the timeline:

These controls make it easy to explore different scheduling scenarios and keep work aligned as priorities change.

The schedule highlights potential conflicts directly on the timeline, such as:

Surfacing these issues early allows teams to resolve conflicts before execution begins, reducing delays and rework.

You can now quickly locate items within the schedule using the search bar at the top of the view. This allows you to find specific procedures, work orders, purchase orders, or events without manually scanning the timeline.

The schedule also includes a timezone selector, ensuring that all displayed events align with your working context. This is especially useful for distributed teams operating across multiple regions.

In addition to search, you can refine what is displayed by adjusting the visible date range. This makes it easy to focus on a specific window of time, whether you are planning upcoming work or reviewing historical activity.

A new Create Event action allows you to add schedule items directly from the Project Schedule view. These events can be used for planning work that may not yet exist as a formal object in the system.

When creating an event, you can define:

This enables lightweight planning without requiring a full work order or procedure upfront.

Events can be configured to repeat on a defined cadence. This is useful for recurring activities such as routine checks, maintenance, or standing operational tasks.

Repeating events appear across the schedule automatically based on the configured frequency, helping ensure consistency without manual duplication.

Milestones can be created to represent key checkpoints within a project. Unlike duration-based events, milestones act as point-in-time markers to highlight important deadlines or achievements.

These provide clear visual anchors within the schedule to track progress against major goals.

Events can also be tied directly to procedures. This allows scheduled work to maintain a direct connection to execution, ensuring that what is planned can immediately transition into actionable work.

Linking procedures to events improves traceability between planning and operations, and helps teams stay aligned on what needs to be completed and when.

The schedule continues to support multiple object types in a single timeline view, including:

These are displayed together in a unified timeline, allowing you to understand dependencies and overlaps across different types of work.

A full activity log is now available within the Project view, capturing every change made to the project and its schedule.

This includes updates such as:

The activity log provides a clear audit trail, making it easy to review what changed, when it changed, and who made the update.