Screens

Use Info Center screens and dialog boxes to create and work with records.

Related Topics:

  • Project Info Center Form
    Use the Project Info Center tabs to enter and review information about your projects, link related files and Info Center records to your project records, and schedule project activities.
  • Project Review in the Project Info Center
    Use the Project Review form to review the numbers and information for projects, or to drill down to display supporting detail on related dialog boxes.
  • Advanced Lookup
    The Advanced lookup offers additional search options and the ability to concatenate search criteria.
  • Contract Dialog Box
    Use the Contract dialog box to enter contract information. The information that you enter on this dialog box displays in the fields and grids on the Contract Management tab.
  • Create Project From Dialog Box
    Use the Create Project From dialog box to create a new project record from an existing project record, a project template, an opportunity record, or a combination of an opportunity and a project template.
  • Create Project from Plan Dialog Box
    Use the Create Project from Plan dialog box to create a new project record from an existing project plan.
  • Create Phase From Dialog Box
    Use the Create Phase from dialog box to create a new phase from an existing project phase record or a project template.
  • Create Task From Dialog Box
    Use the Create Task from dialog box to create a new phase from an existing project task record or a project template.
Parent Topic: Project Info Center Overview