Tabs Tab of the User Defined Tabs Form

Use the options on this tab to add or move tabs in the Projects and Equipment hubs in the desktop application.

Contents

Standard and Custom Tabs Grid

Field	Description
Standard and Custom Tabs drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option on the grid toolbar to enter a new user-defined tab in a blank row in the grid. The blank row is inserted below the selected field.
Move Up Move Down	To change the order of user-defined tabs in the grid, select a user-defined tab, and then click either of these options on the grid toolbar to move the tab. Tab position in the grid determines the sequence in which the tabs display in the hub.
Restore
Delete	To delete a user-defined tab from the grid, select the row in the grid and click this option in the grid toolbar.
Tab Label	Enter a new tab name or change the name of an existing standard or user-defined tab. The name that you enter displays on the tab and serves as a reference in other application areas. You can modify these names at any time. The following guidelines apply when you add or modify tab names: Tab names must begin with a letter, not a number. If data from this user-defined tab is to be merged throughout Custom Proposals or customized SF255, SF254, and SF330 Proposals, the tab name cannot include the following symbols: !, @, (, ), `, ', [, ], {, }, or &.
Tab Type	This field displays the tab type: Standard or Custom.