Use the Administrator toolbar to perform administrative functions, such as adding users, defining currencies, and setting administrative preferences. By default, this toolbar is not displayed.The following table provides information about each available icon on the toolbar.
Icon | Function | Displays by default? | Corresponding menu command |
|---|---|---|---|
| Opens the Users dialog box. Use the Users dialog box to add and remove users, and assign global and project profiles to users. | No | Admin > Users |
| Opens the Security Profiles dialog box. Use the Security Profiles dialog box to create, edit, and delete security profiles, or user access types. | No | Admin > Security Profiles |
| Opens the Admin Preferences dialog box. Use the Admin Preferences dialog box to specify default settings established by the project administrator. | Yes | Admin > Admin Preferences |
| Opens the Admin Categories dialog box. Use the Admin Categories dialog box to define standard categories and values that you can apply to all projects. | No | Admin > Admin Categories |
| Opens the Currencies dialog box. Use the Currencies dialog box to set up the currencies you want to use for costs. | No | Admin > Currencies |
| Opens the Financial Period Calendars dialog box. Use the Financial Period Calendars dialog box to define global customized financial period calendars. Users can store a project's period performance (past period actuals) for any predefined period of the financial period calendar assigned to the project. | No | Admin > Financial Periods |
Tips
- The icons on this toolbar are available to all users; however, your ability to perform any administrative function is determined by the security privileges enabled in your assigned security profile.
- To show icons on the toolbar that do not display by default, you must customize the toolbar.
- The icons on this toolbar do not have corresponding shortcut keys.