Resources Tab Toolbar

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, and other factors.

Screen Elements

"" Save (Ctrl+S)

Saves any new or modified entries to the database.

"" Cancel (Esc)

Cancels any new or modified entries and reverts back to the last saved state.

"" Add (Insert)

Creates a new entry in the current table.

"" Add Child (Ctrl+Insert)

Creates an entry subordinate to the selected item.

"" Delete (Delete)

Deletes the selected data items or table rows.

Caution: Your selected data is permanently deleted once you click Save.

"" Cut (Ctrl+X)

Cuts the selected item and its applicable attributes to the temporary clipboard, removing it from its current location. The item and applicable attributes can then be pasted to another supported location.

"" Copy (Ctrl+C)

Copies the selected item and its applicable attributes to the temporary clipboard, leaving the original in its current location. The copied item and applicable attributes can then be pasted into another supported location.

"" Paste (Ctrl+V)

Completes a Cut or Copy operation by inserting an item and its supported attributes into a new location.

"" Fill Down (Ctrl+I)

Enables you to insert the value of the first or top cell into the remaining cells in the column.

"" Move Up (Ctrl+Alt+Up)

Moves the selected item one level higher in the hierarchical arrangement.

"" Move Down (Ctrl+Alt+Down)

Moves the selected item one level lower in the hierarchical arrangement.

"" Move Left (Ctrl+Alt+Left)

Moves the selected item one level to the left in a hierarchical arrangement.

"" Move Right (Ctrl+Alt+Right)

Moves the selected item one level to the right in the hierarchical arrangement.

"" View Calendar

Enables you to view a read-only version of the project or resource's calendar.

"" Find (Ctrl+F)

Enables you to find entries in a table column using search words or values.

""Find Next (Alt+F)

Enables you to find and highlight the next matching entry in the selected column after an initial Find operation. This option is only available in tables.

""Select Columns

Enables you to select the columns you want to display in the current table. The columns you select determine what data are available in the table.

"" Group By

Enables you to select a value by which to group the displayed options.

"" Full Screen Mode (F11)

Expands the current work area so it fills the entire display. Non-essential controls such as navigation menus are hidden in this mode.

"" Export to Excel

Exports all data as it appears in the current view to a Microsoft® Excel spreadsheet (.xls) file. You can customize the current spreadsheet to display only the data you want to export.

"" Import from Excel

Enables you to search for the Microsoft Excel (.xls) file that includes a formatted list of resources. The resources included in the Excel file are then added to the resource pool displayed on the Resources tab.

"" Create Import Template

Enables you to open or save a preformatted spreadsheet to capture and import resource data including resource name, type, e-mail, and office phone number.

"" Print (Ctrl+P)

Prints the current page, table, chart, or other item.

"" Print Preview

Enables you to view a preview of the printed output. You can then decide to print or make additional changes.

"" Page Setup

Enables you to customize how a page will display when printed.


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