Header Toolbar

Most PMWeb pages feature a toolbar at the top (or header) of the record. The buttons and other controls in this header toolbar are used to take action at the record or screen level. Header toolbars are divided into sections, based on the type of features within them. This topic lists the controls commonly used in these toolbars and information about them.

NAVIGATION SECTION

Controls in this section are used to find and navigate to other records.

Manager Page Button - Clicking this button opens the Manager Page for the record type.

Recent Records Button - Clicking this button opens the Recent Records Page for the record type.

Tree Page Button - Some record types feature both a Manager Page view and a Tree view. This button navigates to the Tree view.

Record Selector Dropdown - This list displays the ID and description of the currently loaded record and allows you to search for and navigate to a different record. The list features type-assist: with the cursor in the field, type some part of the ID or name you are searching for. The dropdown list automatically filters as you type. Select one of the records to navigate to it.

Top

SAVE / ADD / DELETE SECTION

Controls in this section are used to save or delete the current record and to add a new one.

Save Record Button - Click this button to save the record.

Add Record Button - In some records this is a single button which, when clicked, creates and displays a new empty record. In other records it is a dropdown button. Click the arrow to display a menu showing various ways to add a record. Options vary, depending on record type.

Delete Record Button - Click this button to delete the record. A dialog opens, asking you to confirm the deletion.

Top

OUTPUT SECTION

Controls in this section are used to output the record in some form.

Notifications Button - Email notifications can be created from records throughout PMWeb. Clicking this button opens the Notifications Dialog.

Print Button - Click the arrow to display a menu showing various ways to print the record. Options vary, depending on record type and system settings, but include:

Go To BI Reporting Center - Navigates to Portfolio/Reports/BI Reporting Center
BI Reports
PMWeb Reports
PMWeb Word

Top

OTHER FEATURES SECTION

Controls in this section perform functions not outlined in the previous sections. Below are some of the more commonly used controls that appear in this section of the toolbar. Help topics about specific record types and pages contain information about the controls that are unique to them.

Generate Button - Click the arrow to display a menu showing various ways to generate related records. See Generating for more information.

Assignment Toggle Button (Unassigned) - Some records (those in the Forms module) can be assigned to a user. When you click this button a dropdown displays. Select a due date and a user and then click the save assignment button.

Assignment Toggle Button (Assigned) - If a record is currently assigned to a user the button looks like this.

Active or Posted Record Toggle Button (Inactive or Unposted) - Some records can be made inactive (Projects, for example), meaning they can no longer be used in new records. Other records can be posted to or unposted from the Cost Ledger. If a record is inactive or unposted the button looks like this.

Active or Posted Record Toggle Button (Active or Posted) - If a record is active or posted the button looks like this.

Submit Button - If Visual Workflow is enabled for the record, this button appears when the record is saved. Click the button to open the Submit Workflow Dialog. Once, the record has been submitted, this button disappears.

Top