Use the Actions menu on the
Projects form in
Project mode as a shortcut to actions you routinely perform on
projects.
Contents
| Field | Description |
|---|
| Copy
Project
|
Select this option to copy an existing
project.
Deltek displays the Copy
Project form.
|
| Add
Phase
|
Select this option to add a phase a
project.
Deltek displays the Copy
Phase dialog box.
|
| Search List Sorting
|
Select this option to specify the sort order for
projects in the
project search results list.
Deltek displays the Project Settings dialog box. You can sort by
project name or
project number.
|
| Add Touchpoint
|
Select this option to quickly add a Touchpoint (a simple activity such as a meeting or a phone call) to a
project without the need to fill out the complete Activity form.Deltek displays the Add Touchpoint dialog.
|
|
|
Select this option to open the
Deltek Desktop Application with the project already selected in
. Your role must permit you to see Accounting and Cost Rate information.
|
|
|
Select this option to open the
Deltek Desktop Application with the project already selected in
.
|
|
|
Select this option to open the
Deltek Desktop Application with the project already selected in
.
|
|
|
Select this option to open the
Deltek Desktop Application with the project already selected in
.
|
| Design
|
Select this option to open the Screen Designer that you can use to add tabs, grids, and fields. You must have administrator rights to use the Screen Designer
|
| Delete
|
Select this option to delete a
project,
phase, or
task. If any records outside the
Projects Hub reference the
project,
phase, or
task,
Deltek does not allow you to complete the deletion. Otherwise,
Deltek prompts you to confirm that you are certain you want to delete the
project,
phase, or
task. If the
project has any associated planning data,
Deltek warns you that this planning data will also be deleted. After you successfully delete a project,
Deltek opens the results list in the project search.
|
