Using the Project Module Menu

The Project Module Menu provides the same navigation capability of the Left Navigation Bar. It provides easy access to many of the actions you can perform on a project. The Project Module Menu is the right-most menu on the Top Navigation Bar when you are in a project.

Go To menu: You can navigate to various pages: the project basics, dates, project plan, documents and finances, issues, linked projects, sample templates, notes, reports, settings, alignment, resources, change requests, discussions, risks, QA plan, and the associated pre-project.

Create menu: You can create various objects associated with a project. You can create documents, issues, linked projects, metrics, notes, status reports, team members, finance snapshots, strategy, and portfolios.

Edit menu: You can edit the various objects associated with a project. You can edit the basic details, classification, organization, confidentiality, project justification, start dates, project dates, shift plan dates, initial finances/currency, finance settings, keywords and custom fields.

Delete Project: Delete the current project.

Copy Project: Copy the current project.

Send Email: You can send email to team members.

WorkFlow menu: You can delete, copy, cancel or hold projects.

See Also

Projects

Working with Projects

Creating a Quick Project

Searching for Projects

Using Project Quick Search

Text Search within Projects

Selecting the Activity Display Mode

Using the Project Listing Page

Using Control Buttons

Using the Group by Functionality

Using the Pivot Functionality

Working with Organizations

Copying a Project

Putting a Project on Hold

Re-opening Projects

Exporting a Project

Deleting a Project

Working with Project Basics

Working with Project Dates

Working with Project Roadmaps and Tasks

Working with Generic (Non-WBS) Activities

Working with Project Documents

Working with Project Financial Data

Importing and Exporting Project Information

Associating Programs

Working with Project Issues

Working with Project Risks

Working with Project Metrics

Working with Project Statements and Notes

Working with Project Reports

Working with Status Reports

Working with Project Resources

Working with Project Settings



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Last Published Tuesday, June 9, 2020