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.
For more information, see Projects Overview.
Enter the name of a project that you want to find and 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 on the form toolbar to set up and save a new record. Clicking this button displays an empty Projects Form View.
Click this button on the form toolbar to display the selected project in tab view. In addition, all of the projects that are included in the Project grid in the List View are available via the navigation buttons (scroll arrows) at the top of the Projects Form View.
Click this button to find or display cost records for the selected project. Clicking this button displays the Cost Analysis form, which Control Account Managers (CAMs), Project Controls Analysts (PCAs), and others use to analyze and drill down to more cost detail on their control accounts.
This button is disabled when you select a PM Compass-only project (a project not related to a Cobra project) or when Show Master Projects is selected in the grid toolbar. When this is disabled, you can use the My Cost Analysis menu option under Projects to analyze activities and/or work packages assigned to you based on the assignment mapping hierarchy.
Click this button to find or display schedule records for the selected project. Clicking this button displays the Schedule Analysis form, which allows you to view schedule information for all of the activities, including parents and children, that are associated with the selected project.
This button is disabled when you select a project that is not linked to a schedule or when Show Master Projects is selected in the grid toolbar. When this is disabled, you can use the My Schedule Analysis menu option under Projects to analyze activities and/or work packages assigned to you based on the assignment mapping hierarchy.
Click this button to display either the Enter Schedule Progress form for the project in control or the Enter Cost Progress form, depending on whether the Source System to Update section on the Progress tab of Projects in list view has Cost or Schedule selected.
If it directs you to the Enter Schedule Progress form, the bottom level activities that you can already status display on the form.
If it directs you to the Enter Cost Progress form, the bottom level Work packages or control accounts that you can already status display on the form.
This option is disabled when Show Master Projects is selected in the grid toolbar. Instead, you can use the Enter Cost Progress or Enter Schedule Progress menu options under Projects to access progress for master projects.
Click this button to display either the Approve Schedule Progress form for the project in control or the Approve Cost Progress form, depending on whether the Source System to Update group box on the Progress tab of Projects has Cost or Schedule selected.
If it directs you to the Approve Schedule Progress form, the activities that have been submitted for approval and of which you are the approver display on the form.
If it directs you to the Approve Cost Progress form, the Work packages or control accounts that have been submitted for approval and of which you are the approver display on the form.
This option is disabled when Show Master Projects is selected in the grid toolbar. Instead, you can use the Approve Cost Progress or Approve Schedule Progress menu options under Projects to access progress for master projects.