Records Navigation

1. Main Tab: Click to access the Main tab.

2. Manager Page: The Manager Page is a list view that displays high level summary information regarding a specific record. Clicking on this icon takes a user from the specific project they’re in to the manager page for the overall record.

3. Recent: Click to see recently viewed projects of this record.

4. Save: Click to save information that has recently been edited, changed, or updated. This save button, located at the top of each record, is colloquially referred to as the “big save.” 

5. Add: Click the drop down arrow to add a new record or copy the existing one to create a new one.

6. Delete: Click to delete the existing record.

7. Notifications Wizard: Click to launch the Notification dialog box.

8. Reporting: Click the drop down arrow to choose which reporting method you would like to use: BI Reporting, PMWeb Reporting, PMWeb Word.

9. Guided Help: Click to launch the Guided Help menu for the active record. Use this for help with navigation, filling out information, or using specific PMWeb features.

10. More Info: Click to launch the relevant record page on the PMWeb Support Website.

1. Main tab: Click to access the Main tab.

2. Notes tab: Click to access the Notes tab.

3. Attachments Tab: Click to access the Attachments tab.

4. Notification Tab: Click to access the Notification tab.

5. Projects: Use the dropdown to view the same record type of a different project.

6. Save: Click to save the active record. This save button, located at the top of each record, is colloquially referred to as “Big Save.” 

7. Guided Help: Click to launch the Guided Help menu for the active record. Use this for help with navigation, filling out information, or using specific PMWeb features.

8. More Info: Click to launch the relevant record page on the PMWeb Support Website.

9. Record Header: Provides information about the record you are viewing. Fields with an asterisk (*) are required.

10. Table: Not all records will have tables. This record in the example (Risks) has a table and is used to display multiple lines of information. For detailed information on how to use tables, check out the Table Navigation page.

1. Notes Tab: Click to access the Notes tab.
2/7. Add: Click the add button (#2) or the plus button (#7)  to add a new note to the record. Once selected, the notes preview screen will show up on the right side of the screen. Add your notes in the text area. Once completed click Save. Note: all notes will log who entered the information as well as time and date stamp them.
3. Edit: Edit existing notes associated with the record.
4. Delete: Delete existing notes associated with the record. To delete a note, click on the line shown in the table, then click Delete.
5. Refresh: Click to refresh the Notes tab.
6. Layouts: Manage the notes layout (e.g., the item, description fields, etc.)

1. Attachments Tab: Click to access the Attachments tab.

2/3. Add attachment: Click Add to add an attachment (#2) or drag and drop files into the main area (#3). 

4. Edit attachment: Right click the attachment to edit (view, download, add, delete).

1. Notifications Tab: The Notifications Tab for every record displays a log of all of the Notifications that have been sent from this record. Once an email notification is sent, it will show a number in parenthesis in the tab such as: Notifications (1). This provides an audit trail of when you sent the email, to who, etc.

2. Edit: Click on the notification you would like to edit to highlight it, then click the edit button (#2) to edit specific columns. To edit the content of the notification, click on the link for the notification under the ID column. This will launch the notification dialog box. 

3. Add: Click the add button to add a new notification. 

4. Delete: Click on the notification you would like to delete to highlight it, then click the delete button (#4). 

5. Refresh: Click to refresh the Notifications tab.

6. Layouts: Manage the notifications layout. It is recommended that users retain the CDOT default layout.

7. Scroll/Show Items: Use the arrows to scroll through notifications (typically used if there is a lot of data, several pages, etc.). The page size displays the number of notifications you want to appear on the screen. Utilize the drop down menu to change the number of items on a page.