Project List - Icon Controls

-- the Save Criteria icon will allow 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 will allow you to create a new project.

-- the Copy icon will allow 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 View icon will allow you to view a non-editable version (which contains a sub-set of project information).

-- the Edit icon will allow you to make changes to a particular project (you will be placed on the project profile screen).

-- the Delete icon will allow 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.  

• 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 (ie tasks, assignments, plans, project pay codes, project locations, etc.).

-- the Task icon will allow you to make changes to a particular project (you will be placed on the task list screen).