Hi Sara,
well, I gave the short answer but this is a longer story to tell. That is why we are giving trainings and provide customization workshops to provide the knowledge about the whole environment. That is rather necessary to comprehend. I think with any complex software like this you need to either get a head start through a training or take the long path and try to work this out from the pimarily functional description in the help files. That is like reading the manual of a car will not explain how to really drive it. You better find yourself somebody to show you.
You find the Learn path on for this on learn.bentley.com/.../ViewLearningPathDetails
Check with sales about a LEARN subscription.
www.bentley.com/.../Subscription
Best Regards, Gerd