Projects Form (Browser)

Use the Projects form in the browser application to enter, view, and edit information for your projects.

Contents

The fields and options described in this topic display at the top of the form. Descriptions of the other fields and options on this form are available in other Projects hub help topics.

Note that the help topics for the Projects form describe all potentially available tabs, fields, and options. The tabs, fields, and options that are actually available to you on the Projects form depend on a number of factors, including the DPS modules your enterprise has activated, how DPS is set up, and the access rights granted to your security role. What you can do in the Projects hub is most extensively restricted if your enterprise has not activated the Accounting module (for example, if either Resource Planning or CRM is the only activated module).

Field	Description
Project search	Use the field next to the form title to search for and select an existing project to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all active projects to which you have access. Project Manager: Select from a list of all active projects for which you are the project manager at any level of the work breakdown structure (WBS). Principal: Select from a list of all active projects for which you are the principal at any level of the WBS. Supervisor: Select from a list of all active projects for which you are the supervisor at any level of the WBS. Organization: Select from a list of all active projects that are assigned at any WBS level to the organization to which you are assigned in the Employees hub. This option is only available if DPS is configured to use organizations. Organization levels: Select one of your organization structure levels to select from a list of active projects that are assigned, at any WBS level, to an organization with the same value at the selected organization level as the organization to which you are assigned in the Employees hub. These options are only available if DPS is configured to use organizations. If the Accounting module is not activated and DPS is configured to use organizations, these options are only available if the configuration specifies a fixed organization structure. If you have a variable structure, you can only search based on the complete organization ID. [saved custom search filter]: Select a previously saved custom filter to display the projects returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For these searches, a project is considered active if the status of the project-level WBS element is Active. The option that you select in the Project Settings dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, select Project Settings and Tools on the Actions menu. If warning conditions exist for any of the projects, a red or yellow warning indicator (, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Project	Click + New Project to create a new project. This option is available if your security role has the access rights required for adding records. When you add a new project, DPS also creates a plan for that project. Depending on how you add the project, you may have an option of copying an existing project or opportunity plan. If not, DPS automatically creates an empty plan for the project using default settings, so you can immediately begin entering planned labor hours and planned expense and consultant amounts.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.
and	Click to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click to expand and display it.
Project Name and Project Number	When you selectproject to view to view or edit, the project's name and number display at the top of the form below the search field.
Last modified date, time, and user	The last modified date, time, and user name display below the record's name to indicate when the record was last modified and who made the modification. Note, however, that in rare cases, the name of a system process (for example, a conversion process related to a product upgrade) may display in place of a specific user name as the source of the last modification.
	Click this icon next to the project name and number to display the WBS on the Project Structure dialog box. You can then select another WBS element to display in the Projects hub, or you can edit the project structure. Use the Show Project Numbers option on the Project Settings dialog box to indicate if you want to see both WBS element numbers and names or just names when you display the structure on the Project Structure dialog box.
Project/Plan	Use this toggle to switch from reviewing and entering project management and accounting data to reviewing and entering project planning data. When you click Plan, for example, planning tabs display instead of the project management and accounting tabs, and the Actions menu now contains planning options. If your security role gives you no access to project planning, the toggle is disabled.