Application Navigation
Learn how the PTC Orbit interface is organized into the header bar, navigation pane, and content area.
Overview
The PTC Orbit user interface is organized into three main areas: the header bar, the navigation pane, and the content area. Understanding these areas helps you move efficiently between modules and access the tools you need.
Header bar
The header bar is the persistent dark bar at the top of every page. It contains the following controls, arranged from left to right.
• Navigation Menu: Click the 
icon in the upper-left corner to open the navigation pane. The navigation pane lists every module available to you and serves as the primary way to move between different areas of the application.
icon in the upper-left corner to open the navigation pane. The navigation pane lists every module available to you and serves as the primary way to move between different areas of the application.• Global Search: The search box in the center of the header bar allows you to find records across multiple objects, such as assets, work orders, accounts, and products, from any page. When you select the search box, a drop-down displays your recent search items and saved searches for quick access. For more information, see Global Search.
• Notifications: The bell icon in the upper-right corner displays alerts about updates to your records and activities. Select a notification to open the associated record in a new browser tab. For more information, see App Notifications.
• User Profile: The profile icon in the upper-right corner provides access to your account settings and preferences.
Navigation pane
The navigation pane opens when you click the icon in the header bar. It lists the following modules. The modules available to you depend on the permissions configured by your administrator.
icon in the header bar. It lists the following modules. The modules available to you depend on the permissions configured by your administrator.• Dashboards: View interactive charts, graphs, and numeric summaries of asset data configured by your administrator. Click a numeric value to drill down into the underlying records.
• Assets: Browse and manage your installed base through four views: List, Group, Location, and Map. Each view offers a different perspective on the same asset data, from tabular lists to geographic maps.
• Products: Access the centralized product catalog. Select a product to view its overview, technical specifications, parts, and related documents.
• Accounts: View customer and organization records, including associated assets and service history.
• Scores: Configure and review scoring models that evaluate asset health, maintenance need, failure risk, and revenue opportunity.
• Data Foundry: Define matching rules to detect duplicates and review flagged records before they enter production data.
• Work Orders: Create, assign, and track maintenance and service work orders. Use admin presets or custom filters to focus on the records most relevant to your role.
• Pending Items: Monitor IoT alerts and operator requests that require attention. Convert a pending item directly into a work order when action is needed.
• Campaigns: Plan and execute service or revenue campaigns targeted at specific assets, customers, or operational needs.
• AI Hub: Use conversational analytics to generate charts and summaries from your asset data, configure asset scoring, and interact with 3D product models on the AI Canvas.
• Demand Forecasting: Create and manage demand forecasts using the AI-assisted builder or manual configuration to anticipate future parts and service needs.
Content area
The content area occupies the main region of the page below the header bar. It displays the module you selected from the navigation pane. Depending on the module, the content area can show dashboards with charts and numeric tiles, list views with sortable and filterable columns, detail views with tabbed sections, or interactive canvases such as the AI Hub. Use the controls within each module, such as view selectors, filters, and action buttons, to interact with your data.