Use List View
You can view a record in either detail view or list view. Detail view displays a single record and is the default view that displays when you initially open records in certain sections of the application. In list view, a compilation of fields are displayed in columns in a grid rather than on separate tabs, which allows you to view multiple records at one time and evaluate record data quickly.
After you select a view, Deltek defaults to displaying this view each time you open the application.
To use list view:
- Open an application. Detail view displays the first time you open a form and includes all tabs and fields for the record. The detail view is the format that is described in help topics in the Help system and is the view in which you can edit a record.
-
Click
to change to list view.
A group of fields display in columns in a grid, and multiple records display on the grid. The control at the top of the page indicates the number of records displayed in the list view
Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.
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While in list view, you can:
- Modify a record's information.
- Use the Select Columns option on the grid toolbar to add, remove, or change the order of the columns in the grid.
- Drag and drop columns to change their order.
- Use the row tools to copy or delete a list view record.
- Use the Actions menu to export the contents of the grid.
- Scroll through the list to locate the desired record.
- Hover over a row and select Show in Detail View to switch to the Detail view.
- Select one, multiple, or all records. The Select All option is useful when printing reports.
- Click to change back from list to detail view for the selected record.