Projects Action Bar: Project Mode

Use the Actions bar on the Projects form in Project mode as a shortcut to actions you routinely perform in the Projects hub.

The set of options available on the Actions bar may change depending on what work breakdown structure (WBS) element is currently selected.

Commonly Used Actions

Click the buttons on the Actions bar to quickly access commonly performed actions.

Field	Description
Edit	Click this option to switch the form to Edit mode so you can make changes to project information.

Other Actions

Click the Other Actions menu to choose additional actions.

Field	Description
Copy Project	Select this option to copy an existing project. DPS displays the Copy Project form.
Add Phase	Select this option to add a phase to the project. DPS displays the Copy Phase dialog box.
Project Settings	Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure.
Go To > Project Review	Select this option to open the DPS Desktop Application with the project already selected in Accounting > Project Review. Your role must permit you to see Accounting and Cost Rate information.
Go To > Billing Terms	Select this option to open the DPS Desktop Application with the project already selected in Billing > Billing Terms.
Go To > Invoice Review	Select this option to open the DPS Desktop Application with the project already selected in Accounting > Accounts Receivable > Invoice Review.
Go To > Accounts Receivable Reporting	Select this option to open the DPS Desktop Application with the project already selected in Reporting > Accounts Receivable.
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. This option is only available if the CRM module is activated.
Export All or Export Selected Rows	These options are only available when you view project data in List View. If no projects are selected in List View, select Export All to download all of the project data in the grid in a .CSV file. If you have selected some of the projects, click Export Selected Rows to download project data for those projects only.
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, you cannot delete it. Otherwise, DPS prompts you to confirm that you want to proceed with the deletion. If the project has any associated planning data, DPS warns you that this planning data will also be deleted. If the Resource Planning module is activated but the Accounting module is not, the restrictions on deleting a project described above do not apply for the most part. You can delete a project that you no longer want in DPS for planning purposes, even if you have imported associated actual hours or amounts for it. Doing so removes that project from DPS, including its planned and job-to-date actual hours and amounts. You can also delete parts of the WBS for a project that you do not want to maintain planning information for. Deleting a project in DPS does not affect the information in the application that was the source of that imported project data.