Many records contain one or more tables embedded within them. Each table has a toolbar above it. The buttons and other controls in these toolbars are used to take action at the detail level. This topic lists the controls commonly used in these toolbars and information about them.
Edit Line Button - Clicking this button opens all currently selected (highlighted) lines for editing. Also, the table toolbar is refreshed to show a different set of buttons.
Add Line Button - Clicking this button opens a new line for editing at the top of the table. Also, the table toolbar is refreshed to show a different set of buttons.
Add Items Button - Clicking this button opens the
Items Dialog
Delete Line Button - Clicking this button opens the confirmation dialog. If you click the OK button the dialog closes and all currently selected (highlighted) lines in the table are permanently deleted.
Refresh Button - Click this button to reload the table control with the latest data. In some records this button also applies filters to the records in the table.
Use Units Checkbox - If this box is checked the UOM, Quantity, and Unit Cost fields are shown in the table. This overrides the layout settings (see
Grid Layout Dialog) and is record specific.
Preview Conversion Button - If this box is checked the UOM, Quantity, and Unit Cost fields are shown in the table. This overrides the layout settings (see
Grid Layout Dialog) and is record specific.
Copy to Excel Button - Clicking this button creates a new external file in .xls format containing the columns and rows and data in the PMWeb table.
Paste from Excel Button - With correctly formatted Excel data copies to the clipboard, click this button. The system prompts you to use the keyboard shortcut Ctrl+V to paste.
Download Files Button - Select one or more files in the
Attachments Tab and then click this button to download all of them.
Add Tasks Button - Clicking this button opens the
Tasks Dialog.
% Complete From Schedule Button - This button automatically updates the % Complete field in the
Details tab table from the linked task in Schedules.
Unlink Payments Button - Clicking this button unlinks, but does not delete, all currently selected (highlighted) lines in the table.
Reverse Selection Button - Clicking this button checks all of the lines in the table that are currently unchecked and unchecks all of the lines in the table that are currently checked.
Save Layout / Load Default Layout Buttons - Toggles between a single saved layout and the system default
Auto Apply Button - When you click this button PMWeb applies the Payment Memo Total to invoices in the table. It attempts to pay in full each invoice beginning with the first record in the table and continuing down the table until the Payment Memo Total has been exhausted. To control in which order invoices are considered drag and drop lines in the table up or down before clicking the Auto Apply button.
Add Assembly Button - Clicking this button opens the 
Add Resources Button - Clicking this button opens the 
Layouts Button - 
Adjustments Button - Click this button to open the 
Document Manager Button - Click this button to open the 
Pay Invoices Button - Clicking this button opens the 
