Toolbar

Each of the components has a toolbar.

Note: Depending on how your system is configured and on which privileges you have, you may not see all of these buttons.

Tip: If the toolbar contains enough elements, it might not fit the window’s size. However, you can scroll the toolbar to access the buttons and controls that are not currently visible. Click the arrow button at the end of the visible toolbar to scroll to the right (end) of the toolbar.

When the toolbar is scrolled all the way to the end, a left-arrow button is displayed so that you can scroll the toolbar back to the left.

The following table describes the buttons and other controls that may be available on the toolbar.

Note: By default, all controls are displayed on the Web Component toolbars. However, you can customize the layout of the toolbar--for example, to hide controls that you do not use. See Customize the Toolbar.

Control	Description
	Use this button to save your bookings. Note: If the auto-save feature is enabled, this button is not displayed on the toolbar.
	Use this button to undo bookings that you have not saved yet. Note: If the auto-save feature is enabled, this button is not displayed on the toolbar.
	Use this button to assign resources or resource categories to the task. Budgeting Assistant, Progress Evaluation Assistant, Resourcing, and Resource Plans only.
	Use this button to assign tasks to the resource. Resource Management only. Depends on the Advanced Planning configuration setting.
	Use this button to export information from the Project Managers Gantt (PG) chart and Resource Manager Gantt (RG) charts to an Excel file.
	Use this button to select one of your available data limitations.
	Use this button to filter the listed resources according to skills. Available in Resource Management only.
	Use this drop-down to refine the list of available resources. You can display only those resources who are available within the required period and who also meet your capacity requirements. When you have selected a filter criterion, the label changes to indicate which criterion is in effect, such as Bookings in visible period less than 25%. For more information about this control, see Find Available Resources Based on Capacity.
	Use this button to filter the listed resources according to assignments. Click the drop-down triangle to choose one of the following: All Assignments: Displays all assignments and bookings, regardless of the visible period or any other criteria. Assigned in Visible Period: Displays assignments for events that are active in the visible period; that is, the event start date is before or equal to the visible period end date, and the event finish date is after or equal to the visible start date. Booked in Visible Period: Displays only assignments that have bookings in the visible period. Booked or New in Visible Period: Displays assignments that have bookings in the visible period, and also includes assignments in the visible period if they have no bookings at all—in other words, new assignments. Custom Assignment Filter: Displays assignments according to your custom criteria. For more information about this control, see Display Assignments Based on Specific Criteria.
	Use this zoom slider to zoom in or out in Resourcing, Budgeting, Progress Evaluation, and Resource Management displays.
	Use this button to control how bookings are added up and displayed on the Gantt chart. Click the dropdown to select one of the following: None: Total hours for bookings are not displayed on the Gantt stick. Bottom/Up: Total hours for bookings on assignments for the event are summed up on the Gantt stick. For more information about this control, refer to Bottom/Up Summation.
	Use this button to show only project events in the Web Components. Budgeting Assistant, Progress Evaluation Assistant, Resourcing workspace, and Resource Plans only.
	Use this button to filter the displayed events to only those of the main project and its subprojects. Budgeting Assistant, Progress Evaluation Assistant, Resourcing workspace, and Resource Plans only.
	Use this button to filter the displayed events to show only those of the selected project. Events of any main project or subproject are not shown when you choose this view. Budgeting Assistant, Progress Evaluation Assistant, Resourcing workspace, and Resource Plans only.
	Click the dropdown arrow to choose a probability. For more information about this control, see Using Probability %. For more information about the probability percentage functionality, see Assign Probability to a Project in the Deltek People Planner Fundamentals Guide.
	Use this button to create recurring bookings.
	Use this button to calculate or revert under/overspent allocations. Click the dropdown to choose one of the following: Run Under/Overspend: Calculate the under/overspending time or amounts during the current period. Revert Latest Under/Overspend: Delete the latest allocations created from using the Run Under/Overspend action. For more information about this functionality, see Under/Overspending.
	You use these three buttons to switch between displaying the bookings on the daily, weekly, or monthly level.
	To keep the application responsive, it does not display the full project when a project has a substantial duration. You can use these buttons to choose a new visible period. The date control takes you to a specific date, and the two arrow buttons take you to the previous or the following visible period.
	Choose a layout from this drop-down list of layout names. This button is only visible if Web Layouts exist.
	Click this button to view information about your People Planner system.