Documentation
Guides to every part of Navanto, for your team and your clients.
Getting started
- Getting startedFor everyoneHow your organisation is set up on Navanto, how you invite your team, and how everyone signs in for the first time.
- Your home pageFor everyoneWhat Navanto shows you when you sign in — the work waiting on you, and what has changed across your projects.
- Navanto on your iPhoneFor your teamHow to get the iPhone app, sign in, and post to your projects from site.
- Roles and permissionsFor administratorsHow to create roles for your team and control which features each role can see and use.
Projects and site
- ProjectsFor your teamHow to create a project, what lives inside one, and how statuses and handover dates work.
- ApprovalsFor your teamHow to build an approval, send it through its approver stages, and act on the ones waiting for you.
- DrawingsFor your teamHow drawings and revisions work, what the statuses mean, and which drawings your client can see.
- Site updatesFor your teamHow your team records what happens on site, and how a week of it becomes the client update your client sees.
- TasksFor your teamHow tasks work, why their status is worked out for you, and how they link to the rest of the project.
- CalendarFor your teamHow the project calendar and your own calendar work, how repeating events behave, and which events your client sees.
- TimelineFor your teamThe weekly programme chart — phases, tracks and week notes, disruption markers, checkpoints, and the milestones your client sees.
- TemplatesFor your teamReusable lists of tasks, drawings or timeline phases, and how to apply one to a project in one go.
- PostsFor your teamThe project conversation — threads, mentions, and how a post ends up in front of your client.
- SnaggingFor your teamTracking defects at the end of a project — when the tab appears, how snag statuses work, and what your client sees.
- FilesFor your teamWhere every file on your projects ends up, why there is no upload button, and how files reach your client.
Money and contracts
- Suppliers and productsFor your teamHow to manage suppliers and the product catalogue, and how product pricing works.
- Contract items and paymentsFor your teamHow the Approved tab, stage payments, VAT and credits work, and how the forecast reads them.
- VariationsFor your teamHow to raise, price and send a variation, and how the client's decision is recorded.
- SelectionsFor your teamHow to build a selection, send it to your client, and what sign-off does.
Client portal
- Setting up the client portalFor administratorsHow to invite your client, control what they see, brand the portal and preview it.
- Using your project portalFor clientsA guide for clients to signing in, following progress, and making decisions on your project.
- When your client can't see somethingFor your teamThe one rule behind each portal surface, gathered in one place for when a client says something is missing.