How to...

These help topics provide step-by-step instructions for some basic tasks that you will perform regardless of the area of the Project Management workspace that you are working in.

Related topics:

  • Select a Project
    Use the search field in the upper-left corner of the Project Management workspace to search for and select a project. Select one of the saved searches to limit the number of projects in the list, or create and apply your own custom search. You can further filter the search results by entering one or more characters from the project name or number in the search field.
  • Configure the Project List
    Use the Project Settings dialog box to configure your project search list. You can select the way that the list is sorted and whether or not images assigned to projects appear in the search list along with project name and number.
  • Use a Custom Project Search
    If the standard saved searches (Project Manager, Principal, Supervisor, and the organization levels) for locating and selecting projects are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Edit or Delete a Saved Custom Project Search
    You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the iAccess standard searches.
  • Edit a Saved Custom Project Search and Save It As a New Search
    You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name.
  • Use Drop-Down Lists and Lookups to Enter Data
    When you enter data in iAccess, you often can display a drop-down list or a lookup dialog box and select the value you want to enter in the field or grid column.
  • Assign an Image to a Project
    You can upload an image (for example, an image of the proposed project) to iAccess so that you can assign it to a project, or you can select an image from the library of images supplied with iAccess. If you do not assign an image, iAccess uses a default image.
Parent Topic: Project Management Basics