Global Toolbar

The Global Toolbar contains commands and options that are applicable to the transaction you are performing. The commands include Save, Refresh, Execute, and many more.

Global Toolbar Menu

Use the items in this menu to save work to the database, clone records, refresh the current application, manage printing tasks, and many other functions.

You can configure this toolbar for each application type. To modify the Global Toolbar, click your Costpoint username on the right-hand side of the Global Toolbar, and then select Edit to modify the Global Toolbar Icon Options. You can rearrange, remove, or add functions, and choose whether or not to display labels with the icons.

Toolbar Option	Function
Search Applications	Use this field to search for the Costpoint application you want to open. As you type, Costpoint will suggest applications that match the text you enter. Select a result to open the application.
Save	Click to save your data to the database.
Save & Continue	Click to save your input without clearing the screen. This allows you to continue working on the current record.
Refresh	Click to display a submenu with four Refresh options. These options allow you to refresh all or part of an application. As long as you have not saved your changes, refreshing an application returns it to the state it was in when you opened it. Clear All - Use this option to do the following: Cancel all edits you made since opening the application Restart the application Changes made to your queried data since opening the application are deleted, and your session restarted. Refresh All: Use this option to do the following: Cancel all edits made in the current application Re-execute all current queries for all currently opened screens within the application. Only previously executed queries from the current session restart. Refresh Subtask: Use this option to refresh the current subtask. This deletes all edits for a single document that you have made both under that subtask and its subordinate subtasks. Data on the header record and on other subtasks do not refresh. This option is available only within a subtask. Refresh Document: Use this option to refresh the currently selected document. Costpoint refreshes the data on the current header row and all its supporting details. Costpoint removes all previous edits. This option applies to documents (header records) only. You cannot refresh a new row since it does not yet exist in the database. This option enables only for the top level, at the root of the document. This option is disabled for subtasks.
Lookup	Click to select available values in cases where you are unsure of the ID or code you need to complete a particular field.
Default Action	Click to launch the default action in the current result set. For example, when running an import screen, click this option to initiate the import process. This icon may include a drop-down list that offers access to available actions for the current result set. The first action in the list is the default action.
Clone Record	Click to create a new record containing the same information as an existing record. After you create a new record by cloning an existing record, you can edit the data in the new record. Use the Toggle New/Existing Records View option on the Application Toolbar to switch back and forth between the new record and the existing record.
View Action and Report Status	Click to launch a screen that helps monitor the overall workload on the job server and view the status details of the jobs being processed.
Execute	Click to populate the table window. Costpoint uses the filtering conditions you entered on the top screen. If you have not yet entered filtering parameters (for example, when you have just opened the application), you can click Execute to retrieve all available database rows permitted by the business rules.
Page Setup	Click to configure your report display options. Choose from Portrait and Landscape layouts, select margins and paper sizes, fonts, and whether to include footers and your company name and logo.
Print Options	Click to display the Print Options dialog box, where you can change your printer options. Choose the destination for your output (for instance, system or local printer, file, email, download, or archive), select specific pages for printing, number of copies, and more. See Print Options for more information.
Preview Menu	Click to display a preview of the current report. Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode. For most non-report applications, three options are available to print the records: Current Record Information - Vertical Layout Current Record Information - Horizontal Layout Queried Records Information - Horizontal Layout
Print Menu	Click to print a report using your default settings. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes. Most report applications (such as the Project Status Report), include only the option to print the report. Some applications include an option to print in batch mode.
Reset Default Positioning and View	Click to return objects within an application (for instance, tables and screens) to their default positions, and to return the current application to the view (Table or Form) in which it displayed when you activated it.
Show Messages & Errors	Click on the Global toolbar to display the Message(s)/Error(s) window. Click on the Global toolbar to hide the Message(s)/Error(s) window. The Message(s)/Error(s) window is hidden by default. It normally displays in the following two situations: When the user’s actions within an application trigger a warning, error, or status notification. When the user manually selects the Show Messages & Errors option from with the Global Options Menu or the Global Toolbar.
Workflow	Re-Send Email: Select this option to route workflow activities and messages through email. Activity Instructions: Select this option to view workflow cases, labels, and values, as well as activity instructions using the Activity Instructions screen. Complete Activity: Select this option to complete a workflow activity. Attention: See Administration > Workflow > Workflow Cases > Monitor Activities and Messages in the online help for more information.
Apply Two Column Layout	Click to change the page layout.
Make Available Offline	Click to make the application available for offline use. Costpoint will query the records on the application screen and the related subtask data.
Voice	Click to permit Costpoint to use the microphone on your computer or mobile device. If you already granted permission, clicking this icon will turn on the microphone so that Costpoint can listen to voice commands. Click to mute Hey Deltek!. Note: See Home > Hey Deltek! in the online help for more information.
Export to Excel	Click to export the current report to Microsoft Excel. Costpoint prints the report using the selections you made on the Page Setup and Print Options dialog boxes, except the report output is automatically set to Excel format.