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CBM DATA USER GUIDE

Manage your work with greater clarity

Learn how to set up workspaces, manage projects, create work orders, and break work down into activities with step-by-step guidance.

Start readingOpen the Workspace guide

EXPLORE THE GUIDE

Start with the feature you use

Each section includes feature explanations, usage steps, form field descriptions, tips, and frequently asked questions.

01

Workspace

Select the active workspace and manage your organization's workspaces.

Explore the feature →02

Project

Prepare Master Data, create projects, and define the work structure.

Explore the feature →03

Work Order

Manage work groups in projects that use a three-level structure.

Explore the feature →04

Activity

Break down work, set progress plans, and manage activity settings.

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WORK STRUCTURE

From organization to activity

Data starts in a workspace, is grouped into projects, and can then be broken down into work orders and activities.

WorkspaceProjectWork OrderActivity