To display the Navigation Menu Designer dialog box, take one of the following actions:
On the application toolbar, click Settings » Navigation Menu Designer.
At the bottom of the Navigation menu, click
.
Use the Navigation Menu Designer dialog box to add, remove, modify, or rearrange options that display on the Navigation menu. The Dashboard and Workflow menu options, however, are not available for editing on this dialog box.
For more information, see Navigation Menu Designer Overview.
This field displays a tree list view of the Navigation menu.
Expanding a list option displays a list of available features associated with the selected option. When you select a feature, the area to the right displays the fields and options that you can configure to define menu options on the Navigation menu.
Right-clicking an option displays a shortcut menu, which allows you to perform several actions that are applicable to the selected option.
The following options display when you right-click a node:
Cut — Use this option to move a node to another location in the tree. After using this option, you then need to select either Paste Before or Paste After. This option is disabled if the selected node is provided with the product.
Paste Before — After you select Cut, use this option to move a node above the currently selected node. This option is disabled if the selected node is provided with the product.
Paste After — After you select Cut, use this option to move a node below the currently selected node. This option is disabled if the selected node is provided with the product.
Insert Before — Use this option to add a new node above the currently selected node.
Insert After — Use this option to add a new node below the currently selected node.
Indent — Use this option to move a node to the right. Using this option moves the node and all of its child node, making the selected node a child of the node above it.
Outdent — Use this option to move a node to the left. Using this option moves the node and all of its child nodes, so the selected node is no longer a child of the node above.
Delete — Use this option to delete a user-defined menu. You cannot delete or move standard menu options, which have been provided with the product.
This field displays the unique ID of the currently selected menu option.
When you select a standard PM Compass menu option, this field displays the unique system ID for that option. You cannot change it.
When you add a user-defined menu option, PM Compass automatically generates a unique system ID for that option; you can change it if needed.
When you select a menu option, this check box is selected if the menu option is user-defined. You cannot directly change the setting of this check box.
This field displays the label for the selected menu option. You can change the entry for any user-defined option and any system option other than the Dashboards and Workflows options.
Use this drop-down list to select an icon for the selected node. You cannot modify the pre-defined list of icons. To remove an icon, blank out the value in this field and click OK.
For user-defined menu options, you can select the action that you want to occur upon selecting the menu option on the Navigation menu. You cannot change the action on an option that is provided with the system.
Parent — Select this action to indicate that the option is a parent option only; its purpose is to contain other menu options and has no action of its own. When you select this action, the Action Options group box does not display anything.
Open Application — Select this action to add an application menu option. Only those SYSADMIN users who are familiar with custom programming should select this option. If you select this action, the Open, Arguments, and Help Page fields and Open Options group box display on the Action Options group box. Only the Open, Arguments, and Help Page fields are editable.
HTTP — Select this action to add an option to display an HTTP address. For example, you could add your intranet site to the Navigation menu. If you select this option, the Open and Arguments fields and Open Options group box display in the Action Options group box, and become editable.
File — Select this action to add an option to display an external file or document. If you select this option, only the File field displays in the Action Options group box.
Web Outlook — Select this action to add an option to that displays one of the Web Outlook applications to the menu. If you select this option, the Web Address, Outlook Folder, and Users fields display in the Action Options group box.
Report — Select this option to add a favorite report to the menu. If you select this option, only the Report Favorite drop-down list and Always Rebuild Report field display on the Action Options group box.
The contents of this group box vary depending on the value selected in the Action drop-down list.
Enter the internal application name.
Enter the argument parameters that the application uses.
This group box indicates how the application displays.
Application Frame — Select this option if you want the application to open in the pane to the right of the Navigation menu
New Window — Select this option if you want the application to open in a new window, outside of PM Compass.
Enter the section in the help that discusses the application.
Enter the exact path and file name. Alternatively, you can click the icon to display the Open dialog box, allowing you to search for and select the file. It must be a network-shared file.
Enter the URL for Web Outlook.
Select the Outlook folder you want to display as the default, such as Calendar, Contacts, Inbox, Tasks, and Notes.
Enter a user ID to pass as the login to Outlook, or enter [USERNAME] to pass a PM Compass user ID as the Outlook login ID, or leave the field blank, in which case the Outlook login dialog box displays with no user filled in.
Select a report from the drop-down list.
Select this check box if you want PM Compass to recalculate the report each time you select it. Otherwise, PM Compass retrieves the report that was last processed.
Indent or outdent a menu option