Navigate Using Project Structure

One way to navigate in Budgeting & Planning is by using the Project Structure list.

To open a Project ID using project structure, do the following:

  1. On the navigation screen, click directly in the Project Navigation list boxes to find projects.

  2. Enter the Project ID and click Find.

Deltek Budgeting & Planning navigates to the project ID entered and show that structure in the Project Navigation list boxes.

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  1. Click icon-arrow-active.gif to navigate back to a higher level in the list box.

  1. Click icon-projstructure-active.jpg to open View Project Structure dialog box, which lists all lower level project IDs, including titles.

As you select segment IDs in the tree list, they are highlighted in the Project Navigation list boxes from left to right. The left-to-right combination of selected project ID segments in the list boxes defines the term Active Level.

  1. Click the plus icons icon-plus-active.jpg to expand the menu.

  2. Select the Keep this dialog box open on item selection check box to leave the tree navigation open as project IDs are selected.

  3. Click any line in the tree and the selection is automatically reflected in the Project Navigation list boxes.

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