User manual

■ Site Setup — only available if you are a site administrator. Displays the
Step 5: Manage Information Pages (page 269) setup page.
Project Level:
■ Project Information — displays the
Information Pages (page 151) that
you have access to at the project level.
■
Reports (page 337) — displays the reports that you have access to at the
project level.
■
Forms (page 312) — displays the forms that you have access to at the
project level.
■ Folders — switches to the folder view. That is, in the details pane you see
a hierarchical list of folders instead of an information page.
■ Project Setup — only available if you are a site or project administrator.
From here you can add/delete members, change the
Step 5: Manage
Information Pages
(page 269) that are displayed for the project. You can
also edit
Step 1: Define Project Data (page 260) or change Step 4: Business
Processes
(page 263) parameters.
■ Member Name — displays the user name that you are logged in as. Click
your name to display the Member Information dialog box, where you can
change your password, your security question and answer, or your contact
information.
See also:
Changing Your Member Information (page 17)
Using Drag and Drop
Drag-and-drop provides shortcut methods for performing common tasks such
as, uploading and downloading files between the server and your desktop.
For example, you can add new drawing or document files to a project by
dragging items from your desktop to your site, just as you do when using
Microsoft Windows.
To drag and drop:
1 Select the item that you want to add to your site. To select an item, move
your mouse pointer over it, then click your left mouse button.
2 Hold the left mouse button while you drag the item to its destination
folder in the hierarchical tree view. The drop target is highlighted.
32 | Chapter 5 Navigating the Workspace