Projects Form (Browser)

Use the Projects form in the browser application to enter, view, and edit information for your projects.

Contents

The fields and options described in this topic display at the top of the form. Descriptions of the other fields and options on this form are available in other Projects hub help topics.

Field	Description
Project search	Use the field next to the form title to search for and select an existing project to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all active projects to which you have access. Project Manager: Select from a list of all active projects for which you are the project manager at any level of the work breakdown structure (WBS). Principal: Select from a list of all active projects for which you are the principal at any level of the WBS. Supervisor: Select from a list of all active projects for which you are the supervisor at any level of the WBS. Organization: Select from a list of all active projects that are assigned at any WBS level to the organization to which you are assigned in the Employees hub. This option is only available if `Deltek` is configured to use organizations. Organization levels: Select one of your organization structure levels to select from a list of active projects that are assigned, at any WBS level, to an organization with the same value at the selected organization level as the organization to which you are assigned in the Employees hub. These options are only available if `Deltek` is configured to use organizations. If the Accounting module is not activated and `Deltek` is configured to use organizations, these options are only available if the configuration specifies a fixed organization structure. If you have a variable structure, you can only search based on the complete organization ID. [saved custom search filter]: Select a previously saved custom filter to display the projects returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For these searches, a project is considered active if the status of the project-level WBS element is Active. The option that you select in the Project Settings dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, select Project Settings and Tools on the Actions menu. If warning conditions exist for any of the projects, a red or yellow warning indicator (, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the hub records and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Project	Click + New Project to create a new project. This option is available if your security role is allowed to add records.
	Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.
and	Click to the left of the record name to collapse the hub's Summary pane and expand the main part of the form. When the pane is collapsed, click to open the Summary pane.
Project Name and Project Number	When you selectproject to view to view or edit, the project's name and number display at the top of the form below the search field.
Last modified date, time, and user	When the hub record was last modified (date and time) and which user made the modification is listed below the hub record's name.
	Click this icon next to the project name and number to display the work breakdown structure in the Project Structure dialog box. You can then select another WBS element to display in the Projects form, or you can edit the project structure.
Project/Plan	Use this toggle to switch from reviewing and entering project management and accounting data to reviewing and entering project planning data. When you click Plan, for example, planning tabs display instead of the project management and accounting tabs, and the Actions menu now contains planning options. If your security role gives you no access to project planning, the toggle is disabled.