Selecting Projects on the Project Pane Overview
On the Project pane, use Vision Navigator's search tools to locate the project record that you want to view. You can also assign an image to each project so that projects are easy to identify in the search results list.
- Show the Project List
When you log in to Vision Navigator, the project list automatically displays at the left of the Navigator screen. You can choose to hide the project list to provide more screen space for data to display. After you do this, you can choose to show the project list at any time. - Hide the Project List
When you log in to Vision Navigator, the project list automatically displays at the left of the Navigator screen. You can hide the project list to provide more screen space for data to display. - Select a Project
The Vision Navigator Projects pane includes a set of default selection sets that organize the projects that you can select. You can select criteria to limit these selection sets, use the Search field to search for specific projects, or use the New Selection Set feature to create custom selection sets. - Use the Display Menu to Configure the Project List
Use the Display menu to configure your project search. You can select the type of description that displays for the project list, and the way that the list is sorted. - Selection Set Drop-Down List on Projects Pane
Use the drop-down list at the top of the Projects pane to specify search filters for your project list, or to create custom searches via New Selection Set. - Create a New Selection Set to Use in a Selection Set Search
To specify criteria for a custom project search, set the Selection Set drop-down list to New Selection Set. The Selection Set search can include any combination of selections from the filter options. You can save a search to use again, to locate the information that you need quickly. You can also edit a saved search to use as the basis for a new search. - Edit a Previously Saved Selection Set Search
You can edit the search criteria for a saved selection set search. - Copy an Existing Selection Set Search
The selection set search can include any combination of selections from the filter options. You can copy, modify, and save an existing selection set to use as the basis for a new selection set search. - Delete a Previously Saved Selection Set Search
You can delete a saved custom search to remove the criteria from the search filter. - Plan Settings Dialog Box
Use the Plan Settings dialog box to specify multiplier, rate, and calendar scale settings for your plans. These settings only apply to Navigator plans and are not available when you view a Vision plan in Navigator. - Assigning an Image to a Project Overview
To make it easier to identify projects, use the Change Image dialog box to assign an image to each of your project records. This image displays for each user who has access to the project. - Change Image Dialog Box
Use the Change Image dialog box to upload an image, crop an image, or assign an image to a project.
Parent topic: Vision Navigator Overview