Tabs Tab of the User-Defined Data Form

The Tabs tab of the User-Defined Data form allows you to view or modify the available list of standard and custom tabs on the Projects form. When you access User-Defined Data, this tab displays by default but all fields are disabled. You need to select Projects from the Area drop-down list to enable them on this tab. Initially, the Area field is empty. Clicking the Tabs tab displays the following grid and buttons:

All tabs of the User-Defined Data form share a toolbar, which only displays the Save and Help buttons.

For more information about user-defined data, see User-Defined Data Overview.

The Tabs tab is enabled when you set the Area field to All Workflows or Projects.

Standard and Custom Tabs Grid

This grid displays all available standard and custom tabs. The order of the tabs in this grid determines the default vertical order of the tabs in the individual forms of the selected area.

For the horizontal and a more exact order of the tabs on the application, use Form Designer.

For Standard tabs, you can only rename and re-order them. You cannot create and delete these tabs.
For Custom tabs, you can create, delete, rename, and reorder them.

Grid Toolbar

Option	Description
Standard and Custom Tabs	Click the drop-down arrow to display the following options: Print — Select this option to display the Print Preview form. Export to Excel — Select this option to open the Microsoft Excel application with the grid’s contents displayed.
Insert	Click this button to add a custom tab to the existing PM Compass tabs.
Move Up	Select a tab and then click this button to move up the tab heading according to your preferred location in the grid. This action affects the default horizontal order of the tabs on the Projects form.
Move Down	Select a tab and then click this button to move down the tab heading according to your preferred location in the grid. This action affects the default horizontal order of the tabs on the Projects form.
Restore	Select a tab and then click this button to restore its corresponding default value.
Delete	Select a custom tab and then click this button to delete the tab heading. You cannot delete a standard tab or any tab that has fields assigned to it.

Grid Columns

Field Name	Description
Tab Label	This column displays the corresponding label of a standard or custom tab in PM Compass. You can also enter or modify a name of a custom tab.
Tab Type	This column describes the tab type as either Standard or Custom.

What do you want to do?

Add a custom tab to the Projects form

Restore default values of tabs

View location

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