Toolbar of Project Info Center

Use the toolbar options to work with project records.

Contents

Field	Description
Save	Click this option to save your entries on the Info Center form.
New	After you click this option, select one of the following: Select New Project to open a blank project record. Use the blank record to create a new project record. Select New Phase to add a new phase to the current project record. Select New Task to add a new task to the current project record. Select Copy Current Project to copy the current project record to a new record. You can then edit the copied record to create a new project record. This option displays when you have the record open at the project level. Select Copy Current Phase to copy the current phase. You can then edit the copied phase to create a new phase for the project. This option displays when you have the record open at the phase level. Select Copy Current Task to copy the current task. You can then edit the copied task to create a new task for the project. This option displays when you have the record open at the task level. Select Create Project from to open the Create Project from dialog box and create a new project from an existing project, project template, or opportunity. Select Create Phase from to open the Create Phase from dialog box and create a new phase from an existing project or project template. Select Create Task from to open the Create Task from dialog box and create a new task from an existing project or project template. Select Create Kona Space to create a new Kona space for the currently displayed project, with you as the space owner, and link the project to that space. The Kona space name (the project name) displays in the Kona Space field on the General tab, and the space displays below that field. Employees listed on the Team tab for the project are automatically invited to join the Kona space. The Create Kona Space option is only available if Ajera CRM is configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, your Kona log on credentials for the Kona Business account are entered on the Misc tab on the User Options dialog box, and the project is not already linked to a Kona space.
Delete	Click this option to delete an Info Center record.
Print	After you click this option, select one of the following: Select Print Current Project to print the current project record. Select Print Active Group to print all project records currently active in the Project Info Center. Select Select Project to Print to select the project records that you want to print.
Merge	After you click this option, select one of the following: Select Merge Current Project to merge data from the current project record. Select Merge Active Group to merge data from all project records currently active in the Project Info Center. Select Select Project to Merge to open the Project lookup and select the records that you want to include in the merge.
Email	After you click this option, select Email Template to open the Send Email dialog box and select a template to use for the email message.
Photo	After you click this option, select one of the following: Select Update to open the Photo Upload dialog box and add a photo to a project record. Select Clear to remove the current photo from a project record.
Detail View/List View	Either the Detail View or the List View option (but not both) displays on the toolbar. List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar. Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics. The Info Center records that you select on the Standard lookup or the Advanced lookup in the Search field on the Info Center form display in the List View and Detail View.
	Use the Project lookup in the Search field on the Project Info Center form to determine whether projects, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the Detail View and List View. On the Project lookup dialog box, select Advanced in the Display Type field. In the Display field, select Project, Phase, or Task before you perform the search and select the records to display.
Help	Click this option to display the online help.