-- the Save Criteria icon allows you to save the criteria for a particular search, which can be recalled for future use or placed on a dashboard in the My Lists section.Project List - Icon Controls
-- the Save Criteria icon allows you to save the criteria for a particular search, which can be recalled for future use or placed on a dashboard in the My Lists section.
-- the Add icon allows you to create a new project.
-- CSV icon creates a CSV file containing project list data.
-- the Copy icon allows you to create a new project copying the details of an existing project.
This icon will be hidden if the menu.xml entry exists to hide the copy project links/buttons.
If the project being copied is designated as a:
Lead Project in an Invoice Group, the newly created project will be created as a Stand-alone Project (participating in no particular Invoice Group).
Contributor Project in an Invoice Group, the newly created project will be created as another Contributor Project (associated with the same Invoice Group).
-- the Show Hide icon allows you to show or hide non-frozen columns on the table.
-- the View icon allows you to view a non-editable version (which contains a sub-set of project information).
-- the Edit icon allows you to make changes to a particular project (you will be placed on the project profile screen).
-- the Delete icon allows you to delete a particular project.
You cannot delete a project if any time or expense actuals have been charged against that project.
You cannot delete a project if it is currently defined as a Lead Project in an Invoice Group.
You cannot delete a project if it is an Intercompany Balancing Project on the Setup Multi-Entity Associations page (for Multi-Entity enabled systems only).
If you delete a 'Contributor Project' from an Invoice Group, the association to the Invoice Group will also be removed.
Deleting a project will result in all associated data being deleted as well (i.e., tasks, assignments, plans, project pay codes, project locations, etc.).
-- the Task icon allows you to make changes to a particular project (you will be placed on the task list screen).