Drill Down on Names

In Project Review, you can click a name to access a person's Info Center record so that you can review details about the employee or vendor.

To drill down on names, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Project Review.
  2. On the Project Review form, click any name that displays in blue, underlined format.

    Vision opens a new window that displays the record from the Employee Info Center or the Vendor Info Center.

  3. Close the window for the Info Center to return to the Project Review form.