Getting Around in the Administration Module

Access

To Access the Administration module, click on the Administration link in the Left navigation bar or select Go To > Administration from the Top Navigation Bar to access the Administration User Interface (UI).

Navigation

Using the Top Navigation Bar
The Top Navigation bar is active when you log into the system. It contains the Application Level menu and depending on the context, a Module Level menu.

• The Home button takes you to your default home page. When the Left Navigation bar is hidden, it is displayed on the blue banner. When the Left Navigation bar is displayed, the Home button is displayed on the Left Navigation bar.
• The Go To menu provides access to all major modules within the EnterpriseTrack system. The items displayed in this menu depend on the features enabled for your deployment and your permissions.
• The Create menu displays menu options to create a new project, proposal, idea, program, resource or message, etc.
• The My EnterpriseTrack (terminology is configurable) menu displays options that take you to your specific actions and settings. It shows your work (all open actions on Projects, Proposals, Ideas etc. that are assigned to you), your messages, certifications, permission, profile, preferences and passwords.
• The View menu allows you to display toolbars at the Top banner, and Left Navigation bar. You can also save your settings.
• The project type ahead text box provides easy navigation to any project in the system. In the text box Type Project ID or name, you can type the Project ID or any part of the name and as you type, the system gives you project choices that match the ID or name you are typing.
• The Advanced Search menu gives you different ways for searching the system. You can search on projects, proposals, documents, etc.
• From the Help menu, you can launch the online help in a new window, or launch UPK.
• Click on the Logout button at any time to log out.

Using the Left Navigation Bar

To display the Left Navigation bar, from the Top Navigation Bar select the View menu and choose Display Left Navigation. Select if you want to display icons only or icons and text. The Left Navigation bar provides access to all modules in the EnterpriseTrack system. The list of menu items displayed depends on the features enabled for your deployment and your permissions. As you drag the mouse over these items, you will see the clickable items change color. Current selections are always highlighted. Clicking on any of these options typically takes you to a listing page with summary information.

Use the icon on top of the Left Navigation bar to expand and collapse the Left Navigation bar. To return to the main Administration menu from any of the above sections, click the Administration link in the Left Navigation bar.

Important!

Do not use the browser's Back and Forward buttons to navigate to a different page. Use the left navigation bar and/or the buttons provided within Enterprise Track. When you first log into the system, the left and top navigation bars will be active. Once you enter a specific page within a module, you will find that all the navigation buttons are disabled.

Sorting

There are several pages within the Administration module where lists of items are displayed. The lists within EnterpriseTrack can be sorted by clicking the column title.