Getting Started

Understanding the Farline AI Interface

Farline AI features a flexible multi-pane interface that adapts to your workflow. Learn how to customize, move, and optimize your workspace.

Interface Overview

The Farline AI workspace consists of six main panes:

  1. Project Selector (top left) - Switch between projects
  2. Chat (left side) - AI assistant for building projects
  3. Advanced Editor (center) - Project definition editor for direct editing
  4. Results (bottom center) - Forecast summary table
  5. Charts (right side) - Visual timeline (Gantt charts)
  6. Debug (bottom) - Technical information and validation errors

Each pane can be collapsed, resized, and some can even pop out to separate windows.

The Six Panes Explained

1. Project Selector

Location: Top left corner Purpose: Switch between your projects

Features:

  • Dropdown to select different projects
  • Create new project button
  • Shows current project name
  • Quick access to all your saved projects

Collapse/Expand:

  • Click the arrow icon to toggle
  • Keyboard: Ctrl+1 (Cmd+1 on Mac)

2. Chat Interface

Location: Left side of screen Purpose: Interact with AI to build and modify projects

Features:

  • Natural language conversation
  • Project generation and editing
  • Scenario creation
  • Context-aware suggestions
  • Conversation history

Controls:

  • Collapse: Click header bar or use keyboard shortcut
  • Pop out: Click pop-out icon (opens in separate window)
  • Resize: Drag the divider between Chat and other panes

Keyboard Shortcut: Ctrl+2 (Cmd+2 on Mac) to toggle

Pro tip: Pop out Chat to a second monitor for more workspace

3. Advanced Editor (Project Definition)

Location: Center pane Purpose: Direct project definition editing

Features:

  • Syntax highlighting
  • Real-time validation
  • Error detection with red underlines
  • Auto-formatting
  • Undo/redo support

Controls:

  • Collapse: Hide when you're not editing the project definition
  • Pop out: Edit the project definition in a separate window
  • Resize: Drag dividers to make editor larger/smaller

Keyboard Shortcut: Ctrl+3 (Cmd+3 on Mac) to toggle

When to use:

  • Making bulk changes to your project
  • Fine-tuning work item sizes
  • Copying project definitions to share with team
  • Advanced users who prefer text over chat

4. Results Table

Location: Bottom center (below Advanced Editor) Purpose: Summary of forecast calculations

Features:

  • Project completion date
  • Scenario comparison
  • Milestone dates
  • Workstream utilization
  • Critical path information

Controls:

  • Collapse: Hide when focusing on charts or the project definition
  • Pop out: View results in separate window
  • Resize: Make taller to see more details

Keyboard Shortcut: Ctrl+4 (Cmd+4 on Mac) to toggle

Best for: Quick overview of project timeline and dates

5. Charts Pane

Location: Right side of screen Purpose: Visual timeline and Gantt charts

Features:

  • Mermaid Gantt charts (text-based, exportable)
  • DayPilot interactive charts
  • Toggle between chart types
  • Copy to clipboard (Mermaid)
  • Visual project timeline

Controls:

  • Collapse: Hide when editing the project definition or chatting
  • Pop out: View charts on second monitor
  • Resize: Make wider for better chart viewing

Keyboard Shortcut: Ctrl+5 (Cmd+5 on Mac) to toggle

Chart types:

  • Mermaid: For exporting to Confluence, Notion, GitHub
  • DayPilot: For interactive exploration and presentations

6. Debug Pane

Location: Bottom of screen Purpose: Technical information, errors, and validation

Features:

  • Project definition validation errors
  • Parsing errors with line numbers
  • Tier validation warnings
  • Technical diagnostics
  • Project structure insights

Controls:

  • Collapse: Hide when everything is working fine
  • Resize: Make taller to see full error messages

Keyboard Shortcut: Ctrl+6 (Cmd+6 on Mac) to toggle

When to check:

  • Project definition has red underlines
  • Charts aren't rendering
  • Project validation fails
  • Want to see technical details

Managing Your Workspace

Collapsing and Expanding Panes

Click to toggle:

  • Each pane has a collapse/expand button in its header
  • Click the header bar directly
  • Or use the arrow icons

Keyboard shortcuts:

  • Ctrl+1 through Ctrl+6 (Cmd on Mac) toggle individual panes
  • Remember: 1=Selector, 2=Chat, 3=Editor, 4=Results, 5=Charts, 6=Debug

Auto-collapse:

  • Some panes auto-collapse when others are maximized
  • Focus mode hides non-essential panes

Resizing Panes

Drag dividers:

  1. Hover over the line between two panes
  2. Cursor changes to resize icon (↔️ or ↕️)
  3. Click and drag to adjust size
  4. Release to set new size

Tips:

  • Make Chat wider for longer conversations
  • Make Charts wider for complex timelines
  • Make Editor taller when editing long project definitions
  • Make Results taller to see all scenarios

Sizes are saved:

  • Your preferred sizes persist across sessions
  • Saved with your account

Popping Out Panes

Some panes can open in separate windows for multi-monitor setups.

Which panes support pop-out:

  • ✅ Chat
  • ✅ Advanced Editor
  • ✅ Results
  • ✅ Charts
  • ❌ Project Selector (always in main window)
  • ❌ Debug (always in main window)

How to pop out:

  1. Look for the pop-out icon in the pane header (icon with arrow pointing out)
  2. Click to open in new window
  3. Position on second monitor
  4. Click "pop in" icon to return to main window

Popout benefits:

  • Use Chat on one screen, Charts on another
  • Edit project definition while viewing Results
  • More screen real estate
  • Multiple panes visible simultaneously

Popout limitations:

  • Requires multiple windows/monitors
  • Position not saved on mobile browsers
  • Desktop browser recommended

Layout Presets

Save and load custom workspace layouts.

Saving a Preset

  1. Arrange panes how you like them
  2. Collapse/expand as desired
  3. Click Menu → Layout → Save Preset
  4. Name your preset (e.g., "Editing Mode", "Presenting")
  5. Click Save

What gets saved:

  • Which panes are collapsed
  • Pane sizes
  • Popout states
  • Focus state

Loading a Preset

  1. Click Menu → Layout → Load Preset
  2. Choose from saved presets
  3. Workspace instantly rearranges

Deleting a Preset

  1. Click Menu → Layout → Manage Presets
  2. Click delete icon next to preset
  3. Confirm deletion

Built-in Preset Ideas

Create presets for different workflows:

"Editing Focus":

  • Chat: Collapsed
  • Editor: Expanded (full width)
  • Results: Collapsed
  • Charts: Collapsed
  • Debug: Collapsed

"Chat Mode":

  • Chat: Expanded (full width)
  • Editor: Collapsed
  • Results: Visible (small)
  • Charts: Visible (small)
  • Debug: Collapsed

"Presentation":

  • Chat: Collapsed
  • Editor: Collapsed
  • Results: Visible (medium)
  • Charts: Expanded (full width)
  • Debug: Collapsed

"Debugging":

  • Chat: Collapsed
  • Editor: Visible (medium)
  • Results: Collapsed
  • Charts: Collapsed
  • Debug: Expanded (tall)

Special Modes

Zen Mode

Minimal distractions for focused work.

Activate Zen Mode:

  • Keyboard: Ctrl+Shift+Z (Cmd+Shift+Z on Mac)
  • Or Menu → View → Zen Mode

What happens:

  • All panels except main work area collapse
  • Maximizes your focus pane (Editor or Charts)
  • Header bar may hide

Exit Zen Mode:

  • Press Esc
  • Or click "Exit Zen Mode" button
  • Restores previous layout

Focus Mode

Focus on one specific pane.

How to focus:

  • Click pane header to focus
  • Pane expands, others shrink
  • Not as aggressive as Zen Mode

Focused pane benefits:

  • Gets priority space
  • Easier to read and work in
  • Other panes still accessible

Exit focus:

  • Click another pane header
  • Or toggle collapse on current pane

Tips for Different Workflows

For Beginners

Recommended layout:

  • Chat: Expanded (50% width)
  • Editor: Collapsed (let AI generate project definition)
  • Results: Visible (small)
  • Charts: Visible (30% width)
  • Debug: Collapsed (only open if errors)

Why: Focus on Chat for natural language interaction, see results visually

For Advanced Users

Recommended layout:

  • Chat: Small or collapsed (occasional use)
  • Editor: Expanded (50% width for direct editing)
  • Results: Visible (medium)
  • Charts: Visible (30% width)
  • Debug: Small (catch errors early)

Why: Direct project definition editing is faster once you know the syntax

For Presentations

Recommended layout:

  • Chat: Collapsed
  • Editor: Collapsed
  • Results: Visible (30% width)
  • Charts: Maximized (70% width)
  • Debug: Collapsed

Why: Clean view focusing on timeline and forecast data

For Multi-Monitor Setups

Recommended layout:

  • Monitor 1: Editor + Results + Debug
  • Monitor 2 (popped out): Charts
  • Monitor 3 (popped out): Chat (optional)

Why: Maximum screen real estate, all info visible

Keyboard Shortcuts Reference

Toggle Panes

  • Ctrl+1 (Cmd+1): Toggle Project Selector
  • Ctrl+2 (Cmd+2): Toggle Chat
  • Ctrl+3 (Cmd+3): Toggle Advanced Editor
  • Ctrl+4 (Cmd+4): Toggle Results
  • Ctrl+5 (Cmd+5): Toggle Charts
  • Ctrl+6 (Cmd+6): Toggle Debug

Special Modes

  • Ctrl+Shift+Z (Cmd+Shift+Z): Zen Mode
  • Esc: Exit Zen Mode

Other Shortcuts

  • Ctrl+S (Cmd+S): Save project (auto-save enabled)
  • Ctrl+/ (Cmd+/): Show all keyboard shortcuts

Note: Some shortcuts may vary by browser

Troubleshooting Layout Issues

Pane Disappeared

Symptoms:

  • Can't find Chat, Editor, or other pane
  • Screen looks empty

Solutions:

  1. Check if pane is collapsed (use keyboard shortcuts)
  2. Try Ctrl+2 through Ctrl+6 to toggle all panes
  3. Reset layout: Menu → Layout → Reset to Default
  4. Refresh page (F5)

Can't Resize Panes

Symptoms:

  • Drag doesn't work
  • Pane stuck at small size

Solutions:

  1. Make sure pane isn't collapsed
  2. Try clicking elsewhere first, then dragging
  3. Reset layout to default
  4. Refresh browser

Popout Window Issues

Symptoms:

  • Popout button doesn't work
  • Window opens but is blank
  • Can't pop window back in

Solutions:

  1. Check browser allows popups for farline.ai
  2. Close popout window and try again
  3. Refresh main window
  4. Use in-window layout instead (no popout)

Layout Not Saving

Symptoms:

  • Preferences reset on page refresh
  • Presets don't load

Solutions:

  1. Check browser allows cookies
  2. Check browser not in private/incognito mode
  3. Check you're signed in to your account
  4. Try different browser

Best Practices

Start simple: Use default layout initially, customize as you learn

Save presets: Create presets for your common workflows

Use keyboard shortcuts: Faster than clicking once you learn them

Hide what you don't need: Collapsed panes = less clutter

Pop out on big screens: Multi-monitor setups benefit from popouts

Reset when confused: Menu → Reset Layout brings you back to defaults

Experiment: Try different layouts to find what works for you

Last updated: 2025-12-19