How to...

While the details for working with records vary across hubs, the basic procedures are similar.

Related Topics:

  • Add a New Project Record
    Use the Projects hub to create new project records. Each project record must have a unique identifier. If you have set up project defaults, values automatically populate some of the fields on the Projects hub form when you create a new project.
  • Create a Work Breakdown Structure for a New Project
    You can create a work breakdown structure (WBS) when you create a new project.
  • Create a New Project from a Project Template
    You can create a new project from a project template, which contains a pre-defined Work Breakdown Structure (WBS) as well as pre-defined data values that are transferred to the new project record.
  • Create a New Project from an Existing Project
    You can copy an existing project record to duplicate its information, and then edit and save the record to create a new project record.
  • Create a New Project from an Opportunity
    You can create a new project from an existing opportunity.
  • Create a New Project from an Opportunity Fee Estimate
    You can create a new project from an opportunity fee estimate. If your database is properly configured, you can also create an associated Work Breakdown Structure (WBS) for the project based on the service phases and functional groups defined on the fee estimate.
  • Create a New Project from an Opportunity and a Project Template
    You can use a combination of an existing opportunity and a project template to create a new project.
  • Create a Kona Space for a Project
    When you create a project from an existing project, a project template, or an opportunity, DPS can also create a space for the project in Kona Business.
  • Create a Kona Space for an Existing Project
    From within DPS, you can create a new Kona space and link it to an existing project.
  • Copy a Project Record
    You can copy the current project record to duplicate the record's information, and then edit and save the record to create a new project record.
  • Link a Project to an Existing Kona Space
    If you create a space for a project in Kona, you can link that space to the project and then access the space from the Projects hub when you display the project record.
  • Populate the List or Detail View in the Projects Hub with Phase and Task Records
    Use the Advanced Project lookup to populate the List View or Detail View of the Projects hub with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.
  • Create a New Contact Record on the Accounting Tab
    When you create a project record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Accounting tab.
  • Create a New Client Record on the Accounting Tab
    When you create a project record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the Accounting tab.
  • Create a New Contract Record on the Contract Management Tab
    When you create a project record, you may also need to specify a contract if one does not yet exist in your database. If this happens, you can create a new contract record via the Contract Management tab.
  • Add an Address to a Hub Record
    You can enter multiple addresses for each client or vendor record or record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time.
  • Delete an Address from a Hub Record
    You can enter multiple addresses for each client or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time.
  • Attach a Document to a Project Record
    You can upload a new document and attach it to a hub record if your system administrator has specified the appropriate settings and the file type is an approved file type.
  • Associate a File Link with a Project Record
    You can associate links with hub records on the Links grid of any hub that allows link associations.
  • Managing Project Associations
    You can specify relationships between project records and other types of hub records on the grids throughout the Projects hub. For example, to associate a contact with a project, you insert the contact on the Contacts grid of the Clients/Contacts tab in the Projects hub.
  • Add a New Phase Record
    You can add new phases to a project record at any time.
  • Add a New Task Record
    You can add new tasks to a project or phase at any time.
  • Create a New Phase from an Existing Phase
    You can base a new phase on an existing phase.
  • Create a New Phase or Task from a Project Template
    You can create a new phase or task from a project template. You can add a new phase or task to a project at any time.
  • Create a New Task from an Existing Task
    You can base a new task on an existing task.
  • Pin the Phase Task Lookup
    After you display the Phase/Task lookup, which lists all of the phases and tasks defined for the current project, you can pin the lookup to keep it displayed as you work in the Projects hub.
  • View Phase or Task Details
    The Phase/Task lookup lists the phases and tasks defined for a project. In the Projects hub, you can use the Phase/Task lookup to view record details for a specific phase or task. In other areas of DPS, you can use the Phase/Task lookup to enter a phase or task in a Phase or Task field.
  • Copy a Phase or Task Record
    You can copy a project's existing phase and task information to create additional phases and tasks for that project.
  • Modify a Phase or Task Record
    Use the Projects hub form to modify phase or task records. If you need to update the same data in multiple records, use the Search and Replace utility.
  • Delete a Hub Record
    When you delete a hub record, you permanently remove it from the DPS database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
Parent Topic: Desktop Application - Projects Hub