Tutorial — Navigating Pages & Using Filters

What This Tool Is For

How the sidebar, top bar, and filters work together, so you always know what slice of data you're looking at.

Step-by-Step Walkthrough

The sidebar lists the functional areas: dashboard, costs, revenue, assets, marketing, planning (goals, outcomes, task costs), data, and administration. Your role determines which entries you see.

The top bar carries the project selector and page-level actions. The golden rule: the project selector is part of the question you're asking. "What's our June marketing spend?" is incomplete — June marketing spend for which project?

Category tabs appear on list-heavy pages (costs, KPIs) and slice the page by category without leaving it.

In-page tables support the usual sorting by column headers. When a table looks suspiciously empty, check three things in order: the project selector, the date range, and the category tab — nine times out of ten one of them is filtering your data away.

Real-World Example

Scenario: Omid opens the costs page and sees almost nothing for May. Panic? No — he checks the top bar and finds the project selector still set to a small side project from yesterday's session. One click to the main project and 142 cost entries appear. The data was never missing; the question was scoped wrong.

Tips & Common Mistakes

• Before trusting any number, read the three scopes aloud: which project, which period, which category.
• Filters persist while you navigate — convenient within one analysis, dangerous when you switch topics. Reset deliberately.
• If a page you expect is missing from your sidebar, it's a permissions matter, not a bug.

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Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.