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Index

Projects Header Toolbar

 
Projects Header Toolbar
1

Select Record Dropdown

1. Select Record Dropdown
2

Search Record Button

2. Search Record Button
3

Add Record Button

3. Add Record Button
4

Save Record Button

4. Save Record Button
5

Delete Record Button

5. Delete Record Button
6

Copy Button

6. Copy Button
Click the down arrow to open the dropdown menu:
 
 
7

Link Schedule Button

7. Link Schedule Button
Use this button to link a schedule to the project record. Note that if you have licensed the Scheduling module this is the same as designating a record as the "Project Schedule" (see Schedules Header Toolbar).
 
Clicking the button opens the Link Schedule Dialog.
8

Print Button

8. Print Button
9

Inactive Toggle Button

9. Inactive Toggle Button