Toolbar of Projects Hub

Use the toolbar options to work with project records.

Contents

Field	Description
New	After you click this option, select one of the following: Select New Project to open a blank project record. Use the blank record to create a new project record. Select New Phase to add a new phase to the current project record. Select New Task to add a new task to the current project record. Select Copy Current Project to copy the current project record to a new record. You can then edit the copied record to create a new project record. This option displays when you have the record open at the project level. Select Copy Current Phase to copy the current phase. You can then edit the copied phase to create a new phase for the project. This option displays when you have the record open at the phase level. Select Copy Current Task to copy the current task. You can then edit the copied task to create a new task for the project. This option displays when you have the record open at the task level. Select Create Project from... to open the Create Project From dialog box and create a new project from an existing project, project template, or opportunity. Select Create Phase from... to open the Create Phase From dialog box and create a new phase from an existing project or project template. Select Create Task from... to open the Create Task From dialog box and create a new task from an existing project or project template.
Delete Record	Click this option to delete a record.
Print	After you click this option, select one of the following: Select Print Current Project to print the current project record. Select Print Active Group to print all project records currently active in the Projects hub. Select Select Project to Print to select the project records that you want to print.
Photo	After you click this option, select one of the following: Select Update to open the Photo Upload dialog box and add a photo to a project record. Select Clear to remove the current photo from a project record.
Billing Terms	Click this option to display billing terms for the current project record. When you click this option, DPS opens the Billing Terms form in a new window.
Project Review	Click this option to display financial data for the current project record. When you click this option, DPS opens the Project Review form in a new window. See the Project Review online help topics in Accounting > Project Review for more information.
List View/Detail View	List View: Click this option to display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Columns option on the grid toolbar. Detail View: Click this option to display the information on tabs on the form. This is the default view.
	Use the Project lookup in the Search field on the Projects hub form to determine whether projects, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the Detail View and List View. On the Project lookup dialog box, select Advanced in the Display Type field. In the Display field, select Project, Phase, or Task before you perform the search and select the records to display.