Deltek ConceptShare Online Help

Navigating ConceptShare

Use the diagram in this section to familiarize yourself with the layout, menus, tabs, views, screens, and dashboards in ConceptShare.

Navigation_Projects_Dashboard

Legend Description
A

Search Field. Use the Search field to perform simple and advanced searches. For more information, see Performing a Search.

B
Navigation Panel. It contains the three main screens/dashboards in ConceptShare.
  • Activity. Use the Global Activity feed to view activities across Projects. For more information, see Global Activity Feed.
  • Projects. Use the Projects dashboard to create, view, edit, update and remove projects. Clicking a Project displays the Activity, Info, Review, Assets, and Resources tabs, which give you access to elements that relate to that specific Project. For example, if you click the Assets tab, ConceptShare displays a list of the Assets associated with that Project.
  • Work. Use the Work screen to view the Reviews and To-dos of which you are currently part. For more information, see Work Screen.
  • Reviews. Use the Reviews screen to view the Reviews in which you are currently involved. For more information, see Reviews Screen.
C

Smart Folders. Use the Smart Folder panel to access pre-configured searches. For more information, see Create a Smart Folder.

D

Toggle Navigation Panel. Use toggle icon to expand or collapse the Navigation panel.

E
Main Toolbar. Depending on where you are in ConceptShare, you can use the actions in the main toolbar to perform tasks.
  • Use Edit to update the detail of a Project or Review.
  • Use Info to view the Review details.
  • Use URL to copy a Review link to your clipboard.
  • Use Create Feedback Summary to generate an asset, a Project, or a Review summary.
  • Use Archive /Unarchive to archive or unarchive a Project.
  • Use Delete to delete a Project, an asset, or a Review.
  • Use Menu to access more options.
  • Use Refresh to reload the page you are currently viewing.
F

User Settings. Use the User settings to customize Proofing Workspace settings, date and time formats, notifications, and asset render options.

G

Language Settings. Use the Language settings to modify the application language.

H
Help Menu. Use the Help menu to access the following:
  • ConceptShare Online Help
  • Support Site
  • Release Notes
  • Version Number
I
Account Settings. Use the Account settings to customize the settings for the following:
  • Resources
  • Branding
  • Smart Folders
  • Account Roles
  • Project Roles
  • Review Roles
  • Project Templates
  • Custom Forms
  • Statuses and Phases
  • Feedback Flags
  • Feedback Flag Resolutions
  • Account callbacks
  • SAML
J

Filter Panel. Click Show filter panel to perform refined searches in the filter panel of the Projects dashboard (default view upon login).