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Operations Menu - Projects

The Operations menus for Projects are shown above. On the left is the Operations menu for the 'Projects: Browse' window, and on the right is the Operations menu for the 'Project: New' and 'Project: Inspect' windows.

If you are using Windows or macOS, you can open the Operations menu by clicking the button with the 'cog' icon (shown highlighted in the illustration above). If you are using iOS or Android, you can access the Operations menu functions through the Tools menu (with 'wrench' icon).

Before using the functions on the Operations menu in the 'Projects: Browse' window, you should highlight a record or records in the browse window. The function will then be applied to that record or records. If you are using Windows or macOS, you can highlight several Projects in the list by holding down the Shift key while clicking. If you need to apply a function to a number of Projects that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (macOS) keys before selecting the function. If you are using iOS or Android, you can highlight a single record in the browse window by searching for it, so you can only apply these functions to a single record at a time.

Please follow the links below for details about each function on the Operations menu:

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The Project register in Standard ERP:

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