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7.3.2. List Projects
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7.3.2. List Projects

To access the master list of Projects, select the "Projects" option. The following screen will appear:

Projects Master List

The "Projects" screen displays information on all existing Projects, including Project Number, Project name, and Project status.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

NEW

Opens screen for creating a new Project.

EDIT

Enables you to edit highlighted Projects. The edit screen is the same as that for creating a new Project—except that when editing, the fields will contain Project information. Double-clicking on a Project line will also bring you to the editing screen.

VIEW

Highlight a Project and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Project and then select this button to remove the Project from the master list

Right-clicking on a Project in the Project master list enables you to select from the following menu options:

View

Highlight a Project and then select this button to reach a read-only view of the "Edit" screen.

Edit

Enables you to edit highlighted Projects. The edit screen is the same as that for creating a new Project—except that when editing, the fields will contain Project information. Double-clicking on a Project line will also bring you to the editing screen.

Delete

Highlight a Project and then select this button to remove the Project from the master list

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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7.3.1. Create New Project  Home  7.4. Opportunity