Projects Link

The Projects link in a Company Profile is used to display a Projects screen, which stores the projects associated with the company. The link is appended by a number, indicating the number of projects linked to the profile. Projects are added to a Company Profile when a user creates a project and adds the Company Profile to the project.

To access the Projects screen, open a Company Profile, and scroll down to the Links section of the screen.


Projects link	Click to display the Projects browse screen.
Project records	Review the projects that are using the Company Profile. Click on a project record to display its Project Profile. From the Project Profile, you can add a project, run the Project Team Wizard, copy a project, edit project information, view a history of changes made to the project, delete a project, and manage the project's documents, additional forms, tasks, scorecards, flows, workflows, and send messages from the Profile.
Search option	Enter the first few letters, values, or characters of your search criteria in the Search field, and click the magnifying glass. Precede your search criteria with a leading asterisk (*) if you are not sure you have entered the first few letters, values, or characters. (Optional) Click Search to display a list of searchable fields, and then click in the check box to the left of the fields you want to search. Click x to clear the filter.
Column display	To customize the information in a browse screen, hover over a column heading until the column icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
Sort option	To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
Reorder and Resize Columns	To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width. To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

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Projects Link

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