Header Fields for the Projects Form

Fields and options that display on the Projects form in the header area above the tabs are generally available regardless of the currently selected tab.

Contents

Descriptions of the other fields and options on this form are available in other Projects hub help topics.

Field	Description
Find project	At the top of the Projects form, enter a partial or complete name or number in the Find project field to find and select an existing project that you want to view or edit. If you are working in the Projects hub and you switch from one form in that hub to another, your current project record selection is preserved in all forms for the Projects hub. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter and Refine Records.
Saved Searches List	To filter the list of projects, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Select from a list of all active projects to which you have access. All: Select from a list of all projects to which you have access, regardless of project status. My Active: Select from a list of all active projects with which you are associated as a team member on the Team tab of the Projects form. The list includes a project if you are associated with it at any level of the work breakdown structure (WBS). Project Manager: Select from a list of all active projects for which you are the project manager at any level of the WBS. My Organization Level 1: Select from a list of active projects that are assigned, at any WBS level, to the same organization level 1 (the same company, for example) to which you are assigned in the Employees hub. This option is only available if Vantagepoint is set up to use organizations. My Organization: Select from a list of all active projects that are assigned at any WBS level to the full organization to which you are assigned in the Employees hub. This option is only available if Vantagepoint is set up to use organizations. My Draft Invoices: This search is available if your security role has access to Invoice Approvals. Select from a list of all active projects for which a submitted draft invoice exists that you are responsible for approving or rejecting. My Searches: Select a search from this folder to display a list of projects based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of projects shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of projects based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for projects. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For these searches, a project is considered active if the status of the project-level WBS element is Active. The project search list sort order option that you select on the My Preferences dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, click on the main Vantagepoint toolbar. If warning conditions exist for any of the projects and Show Project Warning Indicators is selected on the Project Settings dialog box, a red or yellow warning indicator (, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.
+ New Project	Click this option to create a new project. This option is available if your security role has the access rights required for adding records. When you add a new project, Vantagepoint also creates a plan for that project. Depending on how you add the project, you may have an option of copying an existing project plan. If not, Vantagepoint automatically creates a plan for the project using default settings, so you can immediately begin entering planning data.
	Click this icon next to the project name to display the Project Structure dialog box. If the project has a WBS with more than one level or it has a linked promotional project, the dialog box displays the levels and elements in the structure. You can then select another WBS element to display in the Projects hub, or you can edit the project structure. You can also select a WBS element for the linked promotional project, if one exists. If the project currently has only one level in the WBS and no linked promotional project, the Project Structure dialog box gives you options for adding WBS elements at lower levels. Click + Create a New Project Structure to add WBS elements individually using the Edit Project Structure form. To choose WBS elements from a project template, select the template in Use a Project Template and click Use Template. By default, the Project Structure dialog box displays immediately below this icon, and when you select a WBS element, the dialog box closes. However, if you are working in the Projects hub and you want the dialog box to remain open after you make a selection so it is readily available for navigating to other WBS elements, drag the dialog box to a different location. It will then remain open while you work, as long as you do not select a different project or leave the Projects hub.
	If the project belongs to a billing group, click this icon next to the project name to display the Billing Group dialog box. That dialog box displays the projects in the billing group, along with any lower-level WBS elements, so you can select another project or lower-level WBS element to display in the Projects hub.
Project Name and Project Number	When you select a project to view or edit, the project's name and number display at the top of the form below the search field. If you navigate to a lower-level WBS element, the number and name of that element and the number and names of the parent elements above it in the WBS are displayed.
Last modified date, time, and user	The last modified date, time, and user name display below the record's name to indicate when the record was last modified and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays. Note, however, that in rare cases, the name of a system process (for example, a conversion process related to a product upgrade) may display in place of a specific user name as the source of the last modification.
and	Click to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click to expand and display it.