Mastt Learning Pathway: Complete Guide
Follow the Mastt Learning Pathway to learn the platform in order, from navigation and core modules to financial management, advanced features and programs.
Follow this pathway to find your way around Mastt, learn the essential modules, and build up to advanced features and program-level management. The articles are numbered in the order we recommend reading them.
Before you start
- You need a Mastt account with the right access permissions.
- A basic understanding of project management concepts helps.
- It's easiest to learn with real project data in front of you.
Getting started
| # | Article | You'll learn how to |
|---|---|---|
| 1 | Navigating Mastt: A Comprehensive Guide for New Users | Use the Projects page; move between projects and modules; use three-dot menus for actions; find help resources |
Core modules
| # | Article | You'll learn how to |
|---|---|---|
| 2 | Building Powerful Dashboards in Mastt | Start a dashboard from a template, the AI Creator or a blank canvas; add and configure tiles; restore earlier versions; download or share your dashboard |
| 3 | Managing Project Schedules in Mastt | Import schedules from Microsoft Project or Primavera; create and edit activities; view schedules in different ways; track progress and delays |
| 4 | Managing Project Risks in Mastt | Create structured risk entries; rate risks before and after treatment; send risk costs to the Cost Module; read the risk matrix |
Financial management
| # | Article | You'll learn how to |
|---|---|---|
| 5 | Cost Module Overview | Understand the financial structure; read the key financial columns; add and manage financial elements; customise your financial views |
| 6 | Managing Budgets in Mastt | Create budgets and sub-budgets; transfer funds between budgets; add and remove project funds; add notes and tags |
| 7 | Managing Contracts in Mastt | Create contracts with standard terms; set roles, key dates and terms; structure contracts with sections; link contracts to budgets; use AI to fill in contract details |
| 8 | Managing Variations in Mastt | Create and categorise variations; take them through approval; record requested and approved amounts; track time extensions; generate variation letters |
| 9 | Managing Forecasts in Mastt | Create forecasts and contingencies; understand their effect on your financials; close forecasts; work with risks in the Forecast register |
| 10 | Managing Payments in Mastt | Create and process payments; manage approvals; record retention; generate payment letters |
| 11 | Managing Cash Flow in Mastt | Forecast cash flow by contract or by budget; compare actual and forecast spending; close and reopen months |
Advanced features
| # | Article | You'll learn how to |
|---|---|---|
| 12 | Using the Audit Log and Advanced Features in Mastt | Track changes with the Audit Log; create project snapshots; configure project and workspace settings; archive and duplicate projects; set up multi-factor authentication |
| 13 | Managing Programs in Mastt | Understand program structure; use program dashboards; manage program-level risks; close periods across several projects |
Recommended learning path
New users. Follow the pathway in order, starting with navigation and building up through the core modules.
Experienced users. If you already know the basics, focus on your area:
- Project managers: Dashboards, Schedules and Risks (articles 2 to 4)
- Financial controllers: the Cost Module through Cash Flow (articles 5 to 11)
- Program managers: the Audit Log and Advanced Features, and Programs (articles 12 and 13)
More to explore
What's in each article
Each article in the pathway includes:
- Clear step-by-step instructions
- Common problems and how to fix them
- Video walkthroughs for visual learners
- Practical tips for putting it into practice
Next steps
Once you've finished the pathway, you could:
- Set up a test project to practise your new skills.
- Explore the Mastt help centre for more detail.
- Contact Mastt Support with specific questions.
- Share what you've learned with colleagues, so your team works consistently.
Note: Mastt regularly adds features and improvements. Check the Mastt support site for the latest information.
Need help?
Contact Mastt Support for additional assistance.