Record Header

The record header displays in the screen-specific header section of the top bar when you are viewing a record. Depending on the record you are viewing it may include the following features:

1	The record title and sub-title remind which record you are viewing. For example if you are viewing a Project record, the title and sub-title will be the Project name and the Customer name, respectively.
2	The in-record navigation menu lets you navigate between the different views and tools available for the type of record you are viewing, when applicable. See In-Record Navigation.
3	Click the back arrow in the top left corner to go to the list view for items of the same type as the record you are currently viewing. Note: This button does not take you back to the list you were viewing before navigating to the record. For example, if you navigated to a Project record using a quick navigation link in a QuickView within the Bookings list, clicking the back arrow will take you to the Projects list and not the Bookings list.
4	A record information panel gives you access to information about your record at a glance and lets navigate quickly to related assets. See Record Information Panel.

Note:

The redesigned record header is currently available only for the following record types: Bookings, Customers, Envelopes/Expense reports, Guests, Invoices, Projects, Resources, Timesheets, Users/Employees. See Feature Changes in the Redesigned User Experience.

Screen headers adjust to smaller screens to ensure that title, tab navigation, record information and utility icons are either visible or accessible.

In-Record Navigation

The in-record navigation menu lets you move between the different forms, lists and tools available for the type of record you are viewing. The in-record navigation menu is fully responsive and adapts well when viewing the record on tablets or small screens. If there is not sufficient space to display all menu options in the in-record navigation panel, click More to display a vertical continuation menu.

Record Information Panel

The record information panel includes more information about the record you are viewing and quick navigation links to related assets. For example:

If you are viewing a project record, the information panel shows the project progress bar and project status and includes quick navigation links to any assets associated with the project. Such assets may include a project status summary report , a workspace , or the project status news feed . To view the asset, click the corresponding icon. You can also click the Project status tag to view the project status news feed.
If you are viewing a resource request record, the information panel shows the request progress bar and the Finalize request button.