Projects Common Fields
This topic describes the common fields in the Projects view.
Field | Description |
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Find Project |
(Detail view only) Use this field at the top of the view to search for the project that you want to review or edit. To find records in the List view, use the grid filter. When you enter text that the currently selected record does not match, Touchstone displays an Information icon to the right of the Search field that you can hover over to see a message confirming that the current record does not include the search text. |
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(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. |
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Toggle between the List view (![]() ![]() |
Edit |
(Detail view only) When you click this button, the fields change to edit mode. To edit a record from the List view, hover over the line in the grid that you wish to edit, click the Options icon ( |
Other Actions |
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Click Maximize / Minimize to hide the Navigation pane so that more of the grid is visible. When you click the icon again, the grid returns to the original size and the Navigation pane displays again. |
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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
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(List view only) Click the Export icon in the grid header to download all projects to a .csv file. |
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(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
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- Related Topics:
- Add Missing Project Snapshots Dialog Box
A snapshot is missing when a project schedule is not uploaded in the Submittals view by the Window Close Date. Use this dialog box to add missing snapshots to the Projects Snapshot tab grid.