Configure and Execute Custom Menu Items

As a PM Compass system administrator, you can use the Custom Menu form to create custom menu items for multiple external API endpoints, which you can then execute from the Navigation menu within PM Compass.

For more information on the Custom Menu feature, see Custom Menu Overview. For more information on the custom menu items created using the Custom Menu feature, see Custom Menu.

To configure and execute custom menu items:

1. On the Navigation menu, click Administration » Custom Menu.

2. On the Custom Menu form, enter a custom menu name in the Menu Name field and click Add.

If you want to edit an existing custom menu item, select an item in the Custom Menu Items grid and click Edit.

3. In the Custom Menu Item dialog box, click each tab and enter or specify the values in the appropriate fields.

For more information on each tab and its fields, see Custom Menu Item Dialog Box.

4. Click OK.

5. On the Navigation menu after Workflows, click a custom menu item.

Your ability to view and execute a custom menu item depends on your user role. For more information, see Managing Custom Menu Item Permissions.

6.  In the Field and Value grid, enter or specify the appropriate value for each API Field row.

7. Click the Run button to validate the API fields and connect and execute the external endpoint.

Successful API requests return the requested resource and a success status code. Unsuccessful API requests return error status codes.

For more information on the success and error codes, refer to "Success Codes" and "Error Codes" in the Deltek PM Compass API Developer Guide.

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