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Navigation and persona menus

How the sidebar is organized, how persona variants change it, and what lives in the account menu.

All agency users

/pdcc/my-day
Live walkthrough · Navigation and persona menus
/pdcc/my-day
/pdcc/preview
/pdcc/my-day/workspace

The sidebar follows a fixed structure. What you see inside it depends on your enabled modules, delegated administration grants and active persona.

SectionItems
WorkspaceMy Day (child: My Views) · My Work (persona children + My Automations)
AcquisitionsRequirements · Acquisition Actions · Contracts & Orders · Market Research (persona may relabel, e.g. *My Requirements*, *Deliverables*, *Strategy & Lessons*)
Team & PortfolioShown for supervisor, leader, executive and budget personas: Team Workload, Assignments, Portfolio Overview, Exceptions, Resources, Organization…
Studio · ReferenceStudio (optional module) and the Reference evidence library.
AdministrationOnly for delegated admins: Users & Access · Policies & Workflows (child: Module settings) · SI Governance · Automations · Connections · Access History
Heads up — Navigation visibility is not server authorization. Hidden items are hidden for clarity; every route and API rechecks access, so a bookmarked link to something you lack still shows a safe denial.

Account menu

Click your initials (top right) for:

  • Active persona (presentation only) — switch among active assigned personas.
  • My responsibilities, My assignments, Account & access.
  • Notifications, My workspace & personas, My Views & startup, Companion settings.
  • Persona preview — explore another persona with synthetic records.
  • Help & feedback (/pdcc/help) — guidance and feedback submission.

Persona menu boards

Operational personas (contract specialist, CO, COR) emphasize assigned jobs, reviews and calendar. Leadership and program personas emphasize decisions, exceptions and portfolio. Leadership aggregation is scope-limited — an organizational title does not grant every contract or financial source. See the full mapping in personas and perspectives.

Tip — Press Alt+S anywhere to open Scout with the current record as context (when the Sigma module is enabled).

Related guides

Personas and perspectives

How the active persona and work perspective shape menus, My Day and Scout — and why they never grant access or authority.

Search your workspace

Search acquisitions, contracts, vendors and evidence with explicit scope, date basis and coverage (SH02).

Start Work and guided jobs

Launch a guided job — define a requirement, research a need, register external work — or describe an intent and let guided work plan it (SH03).