About the Main Menu
Once you log in, the Main Menu displays and allows you to access forms and reports, as well as a number of other options.
The menu tab on the main application window is where you access the modules in the Folders pane, as well as their associated forms and reports in the Items Pane. You will also see the Search box, located above the Items pane. This tab always displays.
The folders pane contains a folder for each module. When you click a folder, its
associated forms and reports display in the Items pane. Each module folder contains two
standard folders:
- Programs - This folder contains all of the forms in the module. You can launch forms directly from the Items pane, or you can use a work center - for example the PM or SM module work centers.
- Reports - This folder contains all of the reports in the module. You can launch reports directly from the Items pane, or you can launch reports from forms, work centers, or the RP module.
There are some view options that determine which items will display in these
folder. Select the View option in the Main menu to view these
options:
- Display Accessible Items Only - Use this option if only folders and/or subfolders that contain at least one accessible form or report should display.
- Hide Standard Module Folders - Use this option if only the Company and My Tasks folders should display. This feature can be useful if you only use a few forms and have them set up in the Company or My Tasks folders.
