Screens

Use Info Center screens and dialog boxes to create and work with records.

Related topics:

  • Project Info Center Form
    Use the Project Info Center tabs to enter and review information about your projects, link related files and Info Center records to your project records, and schedule project activities.
  • Advanced Lookup
    The Advanced lookup offers additional search options and the ability to concatenate search criteria.
  • Create Project From Dialog Box
    Use the Create Project From dialog box to create a new project record from an existing project record, a project template, an opportunity record, or a combination of an opportunity and a project template.
  • Create Phase From Dialog Box
    Use the Create Phase from dialog box to create a new phase from an existing project phase record or a project template.
  • Create Task From Dialog Box
    Use the Create Task from dialog box to create a new phase from an existing project task record or a project template.
Parent Topic: Project Info Center Overview