Rename, Reorder, or Delete Tabs

To change the name of a tab, move it to a different position in the tab order, or delete a tab, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.

The Fields & Tabs tab is only available if you activated the CRM module and can only be used to modify or delete custom tabs in the Business Development workspace.

Prerequisites for Deletions: You can delete custom tabs that your firm has added, but you cannot delete standard tabs. Before you can delete a custom tab, however, you must remove all fields from that tab.

To rename a tab, change the order of tabs, or delete a tab, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek Resource Planning page to go to the Customization area, and click the Fields & Tabs tab.
2. Click in the first field and select the area (Opportunities, Companies, or Contacts) in which the tab or tabs are located.
3. Click Manage Tabs at the top of the TAB column in the grid. The Manage Tabs dialog box displays the existing tabs for the area.
4. Do one or more of the following:

   • To rename a tab, click the tab's row and enter the new name in the edit field.

     You can change the names of both standard tabs and custom tabs that your firm has added.

   • T

     o move a tab to a different location in the tab sequence, hover over or click the tab's row, and click and drag at the end of the row to move the row up or down.

     You can move both standard tabs and custom tabs that your firm has added.

   • To delete a tab, hover over or click the tab's row, and click .

     You can delete custom tabs that your firm has added, but you cannot delete standard tabs.

5. Click Save.