Select project components

When working in a project, the Content pane shows you icons about a component's properties. If you need to see more of the component name so that you can select the ones you want, you can open the Select Project Components screen.

To select project components:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed. To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click the magnifying glass search_button.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criteria.
    • To include completed projects in the list, select Include Completed and then click the magnifying glass search_button.
  3. To open one project, select the project and double-click it.
    Note: You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  4. In the Content pane's title bar, click the Select Project Components icon.
  5. On the Select Project Components screen, select the checkbox for each component you want to add to the Selected Components panel

  6. Click Select.

    Results:

    • The Select Project Components screen closes.
    • The components you chose are listed in the project's Selected Components panel.
    • The components are also marked with a checkmark in the Content pane.