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Index

Projects Tab

 
Projects Tab
1

MAIN TAB

1. MAIN TAB
2

WBS FROM DROPDOWN

2. WBS FROM DROPDOWN
These are the options:
  • (Portfolio) - If you select this option the system level default WBS is linked to the record and cannot be edited. See WBS for information about creating the system level default WBS.
  • Program - If you select this option you can create a WBS for the record from scratch.
3

WBS TREE

3. WBS TREE
If you select "(Portfolio)" in the WBS From field this tree is read-only and displays the system default WBS. If you select "Program" in the WBS From field you can build the record's WBS in the tree. Right click a node to display the context menu and select "Add WBS".
4

TABLE TOOLBAR

4. TABLE TOOLBAR
Add Button - Click this button to open a new record in Projects. The new project is automatically linked to the program by default and fields from the Project section in the program are copied as well.
5

PROJECTS TABLE

5. PROJECTS TABLE
This table displays all of the projects linked to the program. Click the hyperlink in the Project Number column to navigate to the record in the Projects page. All fields in the table are read only.