I forgot my password — what now?
Use Forgot Password on the login page. If email does not arrive, check spam or contact your admin — SSO users may not use local passwords.
Chapter 1
Getting Started
Sign in, understand the workspace layout, and learn the building blocks — projects, deliverables, work items, and timesheets — before diving into module-specific guides.
Login & authentication
Open the application URL provided by your administrator. You land on the Luxury login screen with brand panel on the left and credentials on the right.
1. Enter username and password
Use the credentials issued by your organization. Click the eye icon to reveal your password while typing.
2. Click Sign In
On success you are redirected to your default module dashboard based on permissions — Project, HRMS, or Sales.
3. Session stays active
Your session persists in the browser. Use Sign out from the header account menu when leaving a shared computer.
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Shared computers
Always use Sign out from the header account menu when leaving a shared workstation. Sessions persist in the browser by default.
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Default landing page
After login you land on your role's default module — Project Dashboard, HRMS Dashboard, or Sales list. Bookmark your most-used screen from the sidebar.
Microsoft Single Sign-On (SSO)
When enabled, click Sign in with Microsoft on the login page. You are redirected to Microsoft, authenticate, grant consent if prompted, and return logged in automatically.
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SSO availability
SSO is controlled by your organization. If you do not see the Microsoft button, use standard login or contact your admin.
Forgot password
- Click Forgot Password on the login page.
- Enter your username or email and submit.
- Check your inbox for reset instructions and follow the link.
- Set a new password on the change-password screen.
Account activation
New employees receive an activation link (/user/activateaccount/…). Open it, set your initial password, then sign in normally. The same flow applies to forced password changes via /user/changepassword/….
Core concepts
| Term | Meaning |
|---|---|
| Project | A delivery container with account, team, estimates, status, and members. Links optionally to purchase orders and bids. |
| Deliverable | A task-level outcome within a project (also called a task in some views). Has status, estimates, assignees, and work items underneath. |
| Work item | Granular unit of work and time logging tied to a deliverable — billable or non-billable activities. |
| Account | Client or organizational node in the directory — may represent accounts, teams, or clients in a hierarchy. |
| Timesheet | Weekly grid of recorded hours (billable, non-billable, leave) submitted per employee. |
| Bid request | Sales pipeline record tracking study/commercial bids from intake through won or lost. |
| Purchase order | Contract linked to delivery — may connect to bids and spawn projects. |
| Team | Organizational scope used for filtering lists, reports, and dashboards. |
Bid (Sales)→
Purchase Order→
Project→
Deliverable→
Work item→
Timesheet
Recommended first steps
1. Check your HRMS dashboard
Review attendance strip, utilization donut, and task queue mix for the current week.
2. Open the Taskboard
See your assigned deliverables in Planned → To do → In progress → Done columns.
3. Log time in Timesheet
Navigate to HRMS → Time Sheet, pick the week, and add billable or non-billable entries.
4. Register mobile (optional)
From mobile User Login, scan the QR code after web authentication to enable PIN/biometric access.
5. Personalize your theme
Click the palette droplet on the icon rail and pick a color mood that suits you — it syncs to mobile.
Frequently asked questions
Why don't I see all sidebar modules?
Modules and pages are permission-gated. HRMS Employees, Sales, and Admin settings appear only when your role includes those scopes.
What's the difference between deliverable and work item?
A deliverable is a planned outcome within a project (milestone/task). Work items are granular activities underneath — where most time is logged on the timesheet.
Can I use Tracopus on my phone?
Yes — see Mobile overview. Register your device after web login via QR code for PIN or biometric access.
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Need deeper detail?
Each screen in HRMS, Sales, Project, and Mobile has a dedicated guide with charts, features, permissions, and common mistakes — open the module index from the top navigation.
Scenario user guide
When you need to complete a task (not just understand a screen), open the Scenario User Guide. It documents 73 workflows across 15 modules with:
- Required permissions — RBAC config paths your admin must enable
- Org & feature flags — behavior when Application Config toggles are on or off
- Warnings & considerations — common failures and planning notes
- Numbered steps and a QA verification checklist per scenario
Your profile
Open the account menu (avatar) in the header → Profile to view your employee record, skills, security settings, notifications, and account activity. Managers can open any employee from HRMS → Employees.
Settings (gear on icon rail or account menu) covers organization preferences: mobile device registration, schedulers, service health, company info, localization, and notifications.