Overview
This path is designed for anyone who needs a high-level understanding of SiteRise without diving into day-to-day project management — executives, senior stakeholders, or anyone getting a first look at the platform. Estimated time: 30 minutes.
Your Path
1. Getting Started
A quick orientation to what SiteRise is and how to log in.
→ Getting Started
2. Navigation
Learn how to move around the platform and find what you need quickly.
→ Navigation
3. Reporting Overview
Understand the core reporting capabilities available to you.
→ Reporting (Core Platform)
4. Portfolio Views
Get a bird's-eye view across every project you have access to.
→ Portfolio Views
5. Executive Reports
Learn how to pull high-level summaries of project health for stakeholder updates.
→ Executive Reports
6. At Risk Reporting
Understand how SiteRise flags projects or tasks trending off track.
→ At Risk Reporting
7. Approvals
Learn how to review and act on items routed to you for sign-off.
→ Approvals
You're Done
That covers the essentials for a high-level view of SiteRise. If you want a deeper understanding of how projects are actually run day to day, check out the Project Manager & Deliverable Owner path.