Data Access Methods

Deltek PM Compass is designed to allow easy data access when working in any feature, thereby simplifying the process of updating or searching for information. The following table outlines the ways in which data may be selected or entered in Deltek PM Compass.

Access Methods	Description
Dialog Boxes	These are secondary windows that display when you click a button or menu option on the form. These windows allow you to perform an action, view information, enter information, or answer a question.
Drop-down lists	Drop-down lists are denoted by arrows located either to the left or right of a field. They are used in most of the PM Compass applications. Drop-down lists display valid choices when completing a text field. Click a drop-down arrow then click your choice to select it.
Forms	Forms display groupings of data for each type of record. Click the feature on the Navigation menu to access it.
Grids	Grids are the rectangular blocks found on certain tabs (such as the Workflows List View and the Project Info Center). They display data but some also have buttons for adding records. Fields in the grids can be reduced in size or hidden completely if they are not needed; to do so, place your cursor on the vertical line between two fields and slide it left or right. You can customize the size of the columns in the grid and sort the order of the contents in the grid. Column Width — You can adjust the width of a column by dragging the column header lines. Column Freezing/Unfreezing — You can freeze a column by clicking n the column header. You can unfreeze a column by clicking in the column header. Column Order — You can change the order of the columns by dragging a column header to the new location. Sort Order — You can sort the order of a column's contents by clicking the column header or by clicking .
Grid Toolbars	The grid toolbars allow you to perform functions in the grid. This is located above the column headers of the grid.
Search icon	The Search icon is found in records and alongside certain fields. It indicates that you have access to a corresponding lookup list for that record or field. Click the icon to access the Search dialog box.
Slide Bars	Slide bars allow you to maneuver among the fields in the table grids when there are too many fields to fit on the screen. They allow you to view data that may not be initially displayed.
VCR Buttons	allows you to navigate to the first record in the record list. allows you to navigate to the previous record. allows you to navigate to the next record in the record list. allows you to navigate to the last record.