Run every project with clarity and control
SBC Project Manager keeps your work, schedule, budget, risks, and documents in one place. This guide shows you, in plain language, how to use every part of it, from your first sign-in to closing a project.
To do
In progress
Done
Find your way around
Pick the area you need. Each chapter explains what the screen is for, what you can do there, and the tips that save time.
Getting started
Sign in, learn the layout, search anything with ⌘K, and install the app.
Your day
Home, My Work, Inbox, Timesheets, and Progress. Everything that is yours, in one place.
Projects & portfolio
Create projects, start from templates, and see every project and deadline together.
Planning & delivery
Boards, sprints, intake forms, the timeline, products, and team workload.
Docs, reports & assistant
Write documents, store files, build dashboards, and ask the Assistant questions.
Notifications & settings
Choose your channels, set quiet hours, and automate routine follow-ups.
Budget & control
Budgets, costs, earned value, risks, scope, change requests, quality, and procurement.
Governance & closing
Charter, business case, stage gates, lessons learned, and formal closeout.
Administration
For administrators: people, roles, permissions, delivery channels, and system health.
FAQ & glossary
Quick answers to common questions and plain definitions of project terms.
Four ideas that make everything click
Once you know these, the rest of the product feels predictable.
One item, many views
A task is stored once. The board, list, timeline, calendar, My Work, and reports all show that same task. Change it anywhere and every view updates.
You see what you are allowed to see
Menus, project tabs, search results, and even Assistant answers follow your permissions. If you cannot see something, it has not been shared with you.
Tasks and budget are separate
How the team splits the work and how the budget is structured are two different trees. You can link a task to a budget line, but moving tasks around never moves money.
Finance figures stay trustworthy
When a project is connected to the company ERP (such as SAP), actual costs come from the ERP and are read-only. Amounts are exact and carry their currency, including the Omani rial.
Where should you start?
Choose the path that matches your role. You can always use search to jump straight to a topic.
| If you are… | Read these first |
|---|---|
| 👩💻 A team member | Getting started → Your day → Work items → Notifications |
| 🧑💼 A project manager | Projects → Planning & delivery → Budget & control → Step-by-step guides |
| 💼 Finance or project controls | Financials → Change requests → Reports |
| 📈 An executive or sponsor | Portfolio → Governance → Dashboards |
| 🛡️ An administrator | Administration → How permissions work → Settings |
The product follows the ideas of PMBOK (7th edition), PRINCE2, and ISO 21500 / 21502. You don't need to know these standards to use it. Using the product does not give anyone a PMI, PeopleCert, or ISO certification.