Navigating Fusion Online

This guide will help you understand the general layout and features common across Fusion Online, providing an overview of key navigation elements. Whether you're a new user or already familiar with the application, this guide will help you be more productive with Fusion Online.

Header

The header at the top of Fusion Online provides essential controls for searching tasks and projects, creating new items, and accessing your notifications.

In the header, you’ll find the following elements:

Fusion Online logo: Clicking this will always bring you back to your My Tasks page.
Create button: This button allows you to create new projects, tasks, or non-project tasks at any time.

Search box: Use this to search for tasks or projects. When you click on the search box, you’ll also see a list of recently viewed projects and tasks, helping you quickly return to what you were working on. You can toggle between searching for tasks and projects using the tabs inside the search results window.

Help: Click the help icon in the top navigation to open a right-side pane where you can search context-specific documentation and ask AI-powered questions directly within Fusion Online. The pane also includes a link to the ProChain University video tutorials library.
Notifications: Clicking the bell icon opens the Notification Center. The red bubble indicates how many unread notifications you have. Notifications are grouped into:
- Jobs and announcements: Jobs include background processes like project rescheduling, while announcements are posted by administrators and will expire after a certain time.
- Activity: This section shows recent activity on your tasks and projects, based on your Notification Settings.
Notification center displaying unread activity notifications
Your profile: Your profile picture or initials (if no picture is uploaded) are displayed in the upper-right corner. Clicking on your profile picture opens a menu where you can access your Profile page or log out.

The navigation menu on the left-hand side gives you access to key areas of the application, such as Workspace, Views, and My Account.

Key elements of the navigation menu include:

Expand or collapse the menu: You can collapse the navigation menu using the button at the top right of the menu. Hovering over the collapsed menu will expand it temporarily, or you can click the button again to expand it. You can also resize the expanded menu by dragging the right edge.

The menu contains four main sections:

Workspace: Standard views for tasks, projects, endpoints, teams, and resources. These views are customizable, allowing you to filter, sort, and modify columns.
Views: Fully customizable in the View Manager. You can create, copy, rename, and group views. New users will see default views like "All Tasks" and "All Projects."
My Account: Contains your Profile page, Notification Settings, and, if a Fusion Desktop license is assigned, the Desktop App page.
Admin and Setup: Only visible to administrators, this is where users, groups, and system settings are managed.

At the bottom of the menu, you’ll find links to Tutorials and Help.

Primary view

The primary view area is the main workspace where content is displayed based on your selections from the navigation menu.

Creating new items

Located next to the view title, the create button lets you create new items, depending on the current view type.

The search, sort, and filter options allow you to refine the displayed data. Advanced filtering options and the ability to sort by multiple fields are available to help refine search results. The Search box allows you to type in a search term and filter results for any item that contains your search term in the name. You can search for multiple terms by separating them with commas.

To learn more about the specific search, sort, and filter options for each view type, please refer to the reference documentation for that view.

Found in the upper-right corner, the available actions depend on the view type:

For Workspace views, you’ll find options like exporting to CSV, refreshing the page, or resetting the view to its default settings.

For custom views under the Views section, the action menu includes options to rename, copy, or share the view.
- Share View Link: This generates a link you can share with other users. When they click the link, they’ll see a view with the same configuration and can choose to save it. Keep in mind that the data displayed is still restricted by each user's permissions.
- Download View: This option downloads the view definition to a file, which another user can upload to Fusion Online to see the same view configuration.
- Manage Views: This opens the View Manager.
Custom view action menu

View options

Directly below the action menu, the Options button provides view-specific configuration options. The available options will vary depending on the type of view. For example, if the view has an associated chart (such as a Gantt Chart), the Options button will contain various chart customization settings.

To learn more about the specific view options for each view type, please refer to the reference documentation for that view.

Column configuration

In table views, you can add or remove columns as needed using the column selector. You can re-arrange the columns in the table view by clicking and dragging a column heading to the desired position. To learn more about the specific columns for each view type, please refer to the reference documentation for that view.

Chart visibility

You can toggle associated charts, like the Gantt Chart, using the button next to the column configuration icon.

Save and discard Changes

If you’ve customized a view, you’ll see options to save or discard changes.

View customizations are automatically saved locally in your browser, allowing you to navigate to other pages and return to see the changes you’ve made. However, to ensure your changes are not lost, it's important to click the Save View button. Saving the view stores your customizations permanently, making them accessible across browsers and devices.

Sidebar

The sidebar is a panel that slides in from the right side of the screen, allowing you to see detailed information without leaving your current primary view.

Key features of the sidebar view:

Expandable sidebar: The sidebar can be expanded for a larger view if the screen allows. Clicking on the primary view when the sidebar is expanded will close the sidebar.

Closing the Sidebar: To close the sidebar manually, click the X button in the upper-right corner of the sidebar.

Drill down: Clicking links within the sidebar will open new views in the same sidebar, allowing you to drill down into more details. A return button appears next to the X button in the upper-right corner, which lets you go back to the previous sidebar view. You can also use the browser's back button to navigate back to earlier sidebar views.

Breadcrumb bar: A breadcrumb bar at the bottom of the screen tracks your navigation within the sidebar. This allows you to return to previous views by clicking on the breadcrumb trail.

CTRL+Click: If you prefer to open a detailed view in a new tab instead of in a sidebar, you can use CTRL+Click or the right-click context menu to do so.
- For example, if you CTRL+Click on a task name in the task list view, the detail view will open in a new tab as a primary view, rather than opening in a sidebar.

Table views

Table views are found throughout Fusion Online, offering flexible data organization with customizable columns and sorting options.

Table density

You can adjust the row height by switching the Table Density via the Options menu.

Column configuration

In table views, you can add or remove columns as needed using the column selector. You can re-arrange the columns in the table view by dragging them to the desired position. To learn more about the specific columns for each view type, please refer to the reference documentation for that view.

In most table views, there is an action menu available in the name column for each row, located to the right of the item's name. This menu provides additional actions you can perform on the item, such as editing, deleting, or viewing related information. To learn more about the specific row actions for each view type, please refer to the reference documentation for that view.

Bulk actions

You can apply bulk actions by using the checkboxes on each row. A bulk action toolbar appears when you select a row using the checkbox.

Pagination

Control how many rows are displayed per page and navigate between pages using the pagination controls at the bottom left of the table.

Fusion Online allows you to work across multiple browser tabs and fully supports browser history, so you can navigate efficiently between pages.

You can:

Open in new tab: Use CTRL+Click or the right-click menu to open links in new browser tabs.
Use browser back button: The back button lets you navigate through previously visited pages.
Bookmark any page: You can bookmark any page within Fusion Online to quickly return to a specific view. If you aren’t authenticated when you use the bookmark, you will first be prompted to log in. After logging in, you’ll be redirected to the exact view you bookmarked.

For users familiar with the URL structure, you can modify URLs directly to access specific views. For example, the URL for a task details page follows this format: yourcompany.fusiononline.app/task/PV-1234 In this sample, PV-1234 is a task key, where PV is the project abbreviation and 1234 is the unique ID of the task. If you know the task key, you can enter it directly in the URL to jump to a specific task without needing to search for it. This method can also be applied to other views, such as project details, using similar URL patterns.

Mobile browsers and small screens

Fusion Online is designed to be responsive and will automatically adapt its layout based on the size of your screen. On smaller screens, such as phones or tablets, the interface will adjust to provide an optimized experience, though some functionality may be more limited compared to a desktop view.

On mobile devices, you will have access to:

My Tasks: You can view and manage your task list.
Task and Project Details: You can access detailed screens related to your tasks and projects, allowing you to review and update task progress on the go.

While the essential features are accessible, larger screens such as desktops or laptops provide the full Fusion Online interface.

Last updated 28 days ago

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Navigating Fusion Online

Header

Navigation menu