Fields and Options

Use the fields and options in the Projects hub to create and work with projects.

Related Topics:

  • Projects Hub Form
    Use the Projects hub tabs to enter and review information about your projects, link related files and hub records to your project records, and schedule project activities.
  • Project Review Form in the Projects Hub
    Use the Project Review form to review the numbers and information for projects, or to drill down to display supporting detail on related dialog boxes. You can display the Project Review form from the Projects hub toolbar.
  • Contract Dialog Box
    Use the Contract dialog box to enter contract information. The information that you enter on this dialog box displays in the fields and grids on the Contract Management tab.
  • Create Phase From Dialog Box
    Use the Create Phase From dialog box to create a new phase from an existing project phase record or a project template.
  • Create Project From Dialog Box
    Use the Create Project From dialog box to create a new project record from an existing project record, a project template, an opportunity record, or a combination of an opportunity and a project template.
  • Create Task From Dialog Box
    Use the Create Task From dialog box to create a new phase from an existing project task record or a project template.
  • Advanced Lookup
    The Advanced lookup offers additional search options and the ability to concatenate search criteria.
Parent Topic: Desktop Application - Projects Hub