Projects Common Fields
This help topic describes the common fields at the top of the Projects view.
Field | Description |
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Find Project | Use this field at the top of the view to search for the project that you want to review or edit. |
(Detail view only) Use the arrows to scroll through the projects. The numbers show you which project you are viewing out of the total number of projects in the search results. | |
<x records> | (List view only) This lists the total number of projects that are in this view. |
+ New Projects | Click to create a new project. A blank project template displays in Detail view edit mode. |
or | Toggle between the List view () and Detail view () by clicking the relevant icon in the top right area of the page. |
Edit | When you click this button in the List view, the selected project displays in the Detail view edit mode. When you click this button in the Detail view, the fields change to edit mode. |
Other Actions |
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(List view only) Click Filter in the grid header to filter the grid results. The grid updates to display the projects that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and then return, the filter is no longer in effect | |
(List view only) Click Grid Settings in the grid header to display the Select Columns dialog box where you can add, remove, or reorder columns in the grid. In the dialog box, enter a character or word in either of the filter boxes at the top of the Available Columns and Selected Columns areas to filter the lists. A filter icon displays next to the heading when a filter is applied. Delete the text from the filter field to remove the filter criteria. |