Manage My Menu

Use the Manage My Menu screen to create a custom navigation menu.

Note: If My Menu was set up with a UI profile by your administrator, you cannot customize its configuration in Manage My Menu. However, if your administrator has enabled the option to override the UI profile setting, when you click (Manage My Menu), you can create a custom My Menu.

Add Applications to My Menu

You can add group headers and applications to My Menu and create navigation banners. You can edit, reorder, and remove the applications in the list.

Field Description
Add app by ID or name Search for the application by ID or name and then click + to add the application to My Menu.
Field Description
Add group Click this option to create a grouping for the applications.
Select the Navigation Banner checkbox to create a navigation banner for this group.
Note: You must have security access to create navigation banners. You also need security access to applications to see their names and links in the navigation banner.

Name The Name column lists the application label. To edit the application or group header label, hover on the row and click the pencil icon.
Navigation Banner The Navigation Banner checkbox is available for group headers only. Select the checkbox to make a navigation banner for the applications in the group.

Use the Up arrow or Down arrow to reorder the application list. You can also drag and drop rows to reorder the list. If you reorder an application to move it into a group header, it will automatically assign it to that group header.

Hover on the row and click the X to remove the application or group header from My Menu.
Note: If you remove a group header, Costpoint will also remove all the applications in that group header. To remove a group header but keep its applications, unassign the applications from the group header before removing it.
Note: See the My Menu Setup video on the Deltek Learning Hub to learn more about configuring My Menu.