The List view displays high level summary information regarding a type of form (depending on the form selected on the previous screen). From this view you have the ability to view, add and delete data. Once you select add you will be directed to a another data entry screen (see next section).
Add
Click to create a new record for the form selected in the Module sub-menu.
Click to select the layout in which the data is displayed. To create a custom layout, right click the column header (project name, record # etc) and choose which column you would like to see. you can also drag and drop the column headers to your desired order. Utilize the filters to narrow down the results displayed. Once you layout is complete, click on Layout and then Save As. Enter the name of your custom layout then click Create Layout. Your new layout will now be displayed when the Layout button is selected.
Select the program/project you want to filter the information for. You can also start typing in the name of the project/program instead of scrolling through all of the available options.
Use this bar to group data displayed on the screen. To group, drag a column header (project name etc) to this area, for as many grouping layers you would like. Once your groupings are complete, click Save Layout and that grouping will remain for you any time you return to this screen.
Use to create different ways to view your data. Once selected type in the information you want to filter by then click the filter icon. Select from a list of how you would like to filter the data (contains, starts with, equals etc). PMWeb will do a search of the selected filter and the data in this section will be changed based on how your data was filtered. If you click on "Save Layout" this filter will remain every time you return to this screen.
Use to scroll through records for that form (typically used if there is a lot of data, several pages etc.). The page size displays the number of records you want to appear on the screen. Utilize the drop down menu to change the number of items on a page.
