Organisation level and project level

Teralo has two levels. Organisation level holds your company's members, settings, templates and registers. Project level holds one job's records. Each level has its own sidebar, and a few tools appear at both.

The breadcrumb at the top of the screen names the organisation and then the project when you're in a project, and the organisation alone at organisation level. On a phone, the breadcrumb inside a project names the project alone. The top of the sidebar names the level too.

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To move between levels, use the switcher at the top of the sidebar. Learn more about organisations and projects.

The organisation sidebar groups its tools under Dashboard, Organisation Management, Commercial, Registers and Organisation Settings.

These are at organisation level only:

• the organisation dashboard;
• Estimating and Tenders;
• Cashflow, across the projects your organisation hosts;
• Calendars;
• Billing and User Applications;
• the organisation's settings, members and permission templates.

The project sidebar groups its tools under Dashboard, Project Management, Contract Management, Quality & Safety, Resource Management and Project Settings.

These are at project level only:

• Dashboard: My Items and Locations.
• Project Management: Mail, AI Chat, Site Diary, Site Messages, Meetings and Photos.
• Contract Management: Procurement and Contracts. Progress claims and variations are inside a contract.
• Quality & Safety: Inspections, Incidents, Injuries, Observations, Passive Fire, Safety Data Sheets and Submittals.
• Resource Management: Program, Bookings and Timesheets.

These tools appear at both levels:

• Directory: the organisation directory lists your organisation's members. A project's directory lists everyone on the project, from every organisation.
• Documents and Drive: a project's Documents holds that job's files. The organisation's file library is called Drive.
• Equipment, Inductions, Method Statements and Permits: the organisation register lists the records from the projects your organisation hosts. A guest organisation hosts no projects, so its registers are empty, and the Inductions organisation register is for host organisations only. Learn more about equipment, inductions, method statements and permits.
• Whiteboard: an organisation whiteboard is shared with the members you choose. A project whiteboard is visible to everyone on the project, guests included.
• Reports: in a host organisation, the report builder is at both levels.

The card at the top of a tool's article names the levels it's found at.

A tool's types and templates, such as permit types, inspection templates and workflow templates, are set up at organisation level in Tools. A project uses one only once it is activated on that project's own Tools page. Activating an inspection template or a workflow template copies it into the project. A project can also hold items of its own, which exist only on that project.

Only the host organisation configures a project's tools. Learn more about the tools catalogue.

An organisation workflow template holds the structure of an approval. On a project, you activate the template and then create a project copy, which names the project's reviewers. Learn more about templates and runs.

A record created on a project stays on that project. At organisation level, the organisation registers, Cashflow and Reports read records from the projects your organisation hosts. Cashflow and Reports include only the projects where you hold the tool's view permission.

You have one permission template at organisation level and one on each project you're on. The two are separate and grant different permissions: an organisation template doesn't change what you can do on a project.

Administrators of the host organisation have every permission on every project it hosts. On a project another organisation hosts, they have only their project template. Learn more about how permissions work.