GLOBAL TOOLBAR

Toolbar Option

Function

Save

Click to save your data to the database.

Save & Continue

Click to save your input without clearing the screen. This allows you to continue working on the current record.

Refresh

Click to display a submenu with four Refresh options. These options allow you to refresh all or part of an application. As long as you have not saved your changes, refreshing an application returns it to the state it was in when you opened it.

• Clear All - Use this option to do the following:

• • Cancel all edits you made since opening the application, and

  • Restart the application.

Changes made to your queried data since opening the application are deleted, and your session restarted.

• Refresh All - Use this option to do the following:

• • Cancel all edits made in the current application, and

  • Re-execute all current queries for all currently opened screens within the application. Only previously executed queries from the current session restart.

• Refresh Subtask - Use this option to refresh the current subtask. This deletes all edits for a single document that you have made both under that subtask and its subordinate subtasks. Data on the header record and on other subtasks do not refresh. This option is available only within a subtask.

• Refresh Document - Use this option to refresh the currently selected document. Costpoint refreshes the data on the current header row and all its supporting details. Costpoint removes all previous edits. This option applies to documents (header records) only. You cannot refresh a new row since it does not yet exist in the database.

This option enables only for the top level, at the root of the document. This option is disabled for subtasks.

Clone Record

Click to create a new record containing the same information as an existing record.

After you create a new record by cloning an existing record, you can edit the data in the new record. Use the Toggle New/Existing Records View option on the Application Toolbar to switch back and forth between the new record and the existing record.

Lookup

Click to select available values in cases where you are unsure of the ID or code you need to complete a particular field.

Default Action

Click to launch the default action in the current result set. For example, when running an import screen, click this option to initiate the import process.

This icon includes a drop-down list that offers access to available actions for the current result set. The first action in the list is the default action.

View Action and Report Status

Click to launch a screen that helps monitor the overall workload on the job server and view the status details of the jobs being processed.

Execute

Click  to populate the table window. Costpoint uses the filtering conditions you entered on the top screen. If you have not yet entered filtering parameters (for example, when you have just opened the application), you can click Execute to retrieve all available database rows permitted by the business rules.

Page Setup

Click to configure your report display options. Choose from Portrait and Landscape layouts, select margins and paper sizes, fonts, and whether to include footers and your company name and logo.

Print Options

Click to display the Print Options dialog box, where you can change your printer options. Choose the destination for your output (for instance, system or local printer, file, email, download, or archive), select specific pages for printing, number of copies, and more. See Print Options for more information.

Preview Menu

Click to display a preview of the current report. Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode.

For most non-report applications, three options are available to print the records:

• Current Record Information - Vertical Layout

• Current Record Information - Horizontal Layout

• Queried Records Information - Horizontal Layout

Print Menu

Click to print a report using your default settings. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes.

Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode.

Reset Default Positioning and View

Click to return objects within an application (for instance, tables and screens) to their default positions, and to return the current application to the view (Table or Form) in which it displayed when you activated it.

Show Messages & Errors

Click on the Global toolbar to display the Message(s)/Error(s) window.

Click on the Global toolbar to hide the Message(s)/Error(s) window.

The Message(s)/Error(s) window is hidden by default. It normally displays in the following two situations:

• When the user’s actions within an application trigger a warning, error, or status notification.

• When the user manually selects the Show Messages & Errors option from with the Global Options Menu or the Global Toolbar.

Workflow

This option is only available when an application screen in Workflow mode.

• Re-Send Email - Select this option to route workflow activities and messages through email.

• Activity Instructions - Select this option to view workflow cases, labels, and values, as well as activity instructions using the Activity Instructions screen.

• Complete Activity - Select this option to complete a workflow activity.

See Administration » Workflow » Workflow Cases » Monitor Activities and Messages in the online help for more information.