Using Actions Menus

Actions menus allow you to choose a function or process to perform on data. Actions menus are located throughout the application and are accessed by clicking an Actions button . There are four types of Actions menus, each of which performs actions on a different level of data. All application pages contain at least one type of Actions menu, many contain two or three, and some contain all four types.

System Actions Menu

The Actions menu for system-level functions and processes is located on the Menu Bar, a horizontal strip at the top of every system webpage. Clicking the Actions button opens the Actions menu. The functions and processes listed are limited to those that are relevant for your currently active role (the role currently selected on the Home menu). When you select a menu option, the system takes you to the component in the system where the action can be performed.

Component Actions Menus

Component Actions menus contain functions and processes that can be performed on the component level, for example, adding or importing a new project. The button for this type of Actions menu is on the component header. The menu options may be grouped into categories, such as Actions, Views, Tasks, and Reports. When you select a menu option, the system automatically takes you to the component in the system where the action can be performed.

List Actions Menus

List Actions menus contain functions and processes that can be performed on a list, for example, adding items to a project item list. The button for this type of Actions menu is located below the component header, directly above the list. When you select a menu option, the system automatically takes you to another component or opens a selection modal window where the action can be performed.

Row Actions Menus

Row Actions menus contain functions and processes that are performed on an individual data row in a list, for example, adding or deleting an item. The Actions button is located on the right side of each row. When you select an action from the menu, the action is performed only on the data in the row on which the menu is located. Menu options are grouped into categories, such as Actions, Views, Tasks, and Reports.

When you select some menu options, the system automatically takes you to another component in the system where the action can be performed.

Row Actions menus on a worksheet list are different from those on other types of lists. For more information about row Actions menus on a worksheet, see Working with Worksheets.

Duplicating and Inserting Rows

When you click the New button in rolling lists and accordion lists, the system automatically adds the new row as the last row in the list. If you want to add a new row in a specific location within the list, select Insert Row in the Actions menu on the row above where you want the new row to appear. The system adds a new row directly below the selected row.

If you are adding a row that is similar to an existing row, you can save the time it would take to enter all the identical information by copying the existing row and assigning it a new identifier. You can then make any minor changes required for the new row. To copy a row, select Duplicate Row from the Actions menu on the row you want to duplicate. The system adds a new row directly beneath the source row.

Other Common Action Menu Options

Actions menus provide the following other types of options that are available on the component for the selected data:

• Access to attached files and links (see Working with File Attachments and Working with Links).

• Views (for example, viewing addenda for a proposal).

• Tasks that can be performed (for example, exporting data or running a process).

• Reports that can be generated.