4
Stages
Stage subgrid
Select a scope to manage stages.
Portfolio
Project portfolio
Review all projects, live completion, and open the required workspace.
1
Project
Project details
Select or create a project to begin setup.
2
Sites & Scopes
Sites and scopes
3
Package
Package definition
Select a scope in Step 2 to configure packages.
5
Package
Package items
Select a scope to manage rows.
6
Sub Stages
Sub stage subgrid
Select a scope to manage sub stages.
Execution Matrix
Matrix workspace
Select a project to start updating the matrix.
Select a project and configure rows and stages to begin using the matrix.
Select a project and configure matrix stages to review progress.
NCR / Findings
Operational finding register
Raise, review, link, and close NCRs or findings against specific inspections.
Select a project to work with NCRs and findings.
Photo Library
Checklist photographic evidence
Browse all uploaded photo evidence tied to matrix updates across the active site.
Select a project to review uploaded photographic evidence.
Documents
Project document register
Store and review standards, procedures, drawings, and supporting references for the active site or scope.
Select a project to work with documents.
Reports
Project reporting centre
Generate formatted project reports using the active project, site, scope, and package filters.
Progress Report
Completion summary, stage progress, and current delivery position.
NCR / Findings Report
Formatted register with employer and contractor NCR references.
Daily Report
Inspection activity and changes recorded during the last day.
Weekly Report
Seven-day delivery activity and inspection updates.
Monthly Report
Thirty-day project activity and completion overview.
Live Chat
Project team messaging
Real-time messages between inspectors and BTS staff on the active project.
Select a project to start chatting.
Tasks
Project action items
Assign, track, and close tasks across the active project.
Select a project to work with tasks.
Roles
Custom groups
Create project groups and add users. Groups can be assigned directly to Tasks and NCR / Findings.
No assignees yet — click + Add row to create one.
| Group name | Members | Project |
|---|
Access Control
User site & scope access
Assign users to specific sites or scopes. Leave Site as "All Sites" to grant project-wide access. Leave Scope as "All Scopes" to grant access to every scope within the selected site.
No access assignments yet — use the form above to restrict users to specific sites or scopes.
| User | Project | Site | Scope |
|---|
Admin
App roles and access control
Maintain app-level user roles here, and use Power Platform Admin Center for true environment and Dataverse security access.
Environment access, Dataverse table permissions, and Microsoft 365 identity are still
controlled in Power Platform Admin Center or security roles. This panel manages the
app workspace roles used by this Code App.
Add User
App user directory
Role Guide