The Projects form toolbar varies, depending on the view that you select. The List View is the default view when you display Projects from the Navigation menu. You need to click Form View on the toolbar to change the view.
Use any of the following arrow buttons to navigate through available records:
Click the far-left button to view the first record.
Click the left arrow button to view the previous record.
Click the down arrow next to the first number displays a drop-down list of all of the selected records.
Click the far-right button to view the last record.
Click the right arrow button to view the next record.
Enter the name of a project that you want to find in this field and then press ENTER. You can use either a single character or a string of characters.
If you enter a single character, the system searches for every record that begins with that character.
If you enter more than one character, then system searches for every record that contains that string of characters.
Alternatively, you can click 
beside the field to display the Project Search
dialog box, or you can click 
to navigate
through all saved
searches.
Click this button to save a new project or any changes to an existing project. All changes reflect the next time you access the Projects form or view the changed fields in other forms.
Click this button to create a project. Clicking this button displays a drop-down list with the following options:
New Record — Select this option to set up and save a project.
If you select this option, all fields on the General tab of the Projects form are empty, except for the Location of Elements of Cost section. The Level option is enabled and its value is 2.
The Code option is disabled and its value is empty. Moreover, all of the fields on the other tabs of the Projects Form View are empty except for Scheduling Tool on the Schedule Integration tab which defaults to None.
Copy Current Record — Select this option to copy the current project information to a new project. The copied project becomes populated with the original project’s information except for certain fields where unique values are required, such as the Project field on the General tab, the Schedule Projects Information field on the Schedule Integration tab, and the rights information on the Access Control tab of the Projects Form View.
Select Record to Copy — Select this option to use an existing project as a template in establishing a new "PM Compass only" project. Selecting this option displays the Project Search dialog box.
Click this button to return to the Projects List View. To go back to the tab view, click Form View.
Click this button to display the Form Designer, which allows you to rearrange the tabs and fields.
Click this button to delete the selected project.
A message displays informing you that the process has been sent to the System Queue to delete the project. PM Compass adds a "Delete related workflows for <project name>" process to the Process Queue Manager.
The data is deleted in the following order:
Cost and schedule sandbox per workflow
All workflow related data per project (child workflows, change log, links, and so on)
PM Compass project and other settings found in the Project Form view.
The project is still visible and usable in the Project Form view and in other areas such as the Project Search dialog box until the project deletion process is complete.
In the event that the project deletion process fails, you can click this button again, or you can resubmit the failed process queue to restart the process.
When you delete a project that is also in Cobra, the project is not deleted from Cobra, only PM Compass.
Click this button to print a report for a selected project. Clicking this button displays a drop-down list with the following options:
Data Mining Summary — Click this button to display the Data Mining Summary dialog box, which provides you with a set of pre-defined conditions that you can use before generating a report to evaluate project data.
Pending Progress — Select this option to print information about the Progress entry records that have been submitted but have not yet been approved.
Show Report Option — Select this option to print information about a report containing selected options on the report.
Copy the current project record