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You must create all projects in the accounting system before they can be used in Project Analyzer.

1. Click Request Project to open the New Project Request dialog box.
2. Project managers fill out the form as needed to send an email request to the accounting contact for the creation of a new project in the accounting system.

Once the project is created there, it will be available to Project Analyzer.

This contact is configured as the New Project Requests contact on the General Settings tab in System Configuration.

If email notifications are disabled in System Configuration, this command button will be disabled.

• Allows project managers to create new opportunities in Project Analyzer. When New Opportunity is selected, the Business Development tab is displayed.
• Type in the opportunity details as needed.
• Click Save Current View to create the opportunity.

Note: Opportunities can be created directly in Project Analyzer. Opportunities created using this method exist solely in Project Analyzer and are not copied to the accounting system.

Automatically opens an email message to the accounting contact with the subject line Modify project: <project number>. Project managers can edit the body of the email to request changes be made to the project in the accounting system as needed.

If email notifications are disabled in System Configuration, this command button will be disabled.

Opens the Import Vision Opportunities dialog box, allowing project managers to select existing opportunities from the accounting system and import them into Project Analyzer.

Deletes the selected opportunity from Project Analyzer.

Note: The opportunity is only deleted from Project Analyzer. If the opportunity was originally imported from the accounting system, it is not deleted from the accounting system.

Reloads the list of projects from the accounting system. The currently selected project will remain highlighted provided it is still valid after the refresh.

This button is active when Project Center is installed. Click Launch Project Center to open Project Center. If Project Analyzer is configured to connect to Project Center, Project Center automatically opens the Project Home of the project currently selected in Project Analyzer.

Project mapping between Project Analyzer and Project Center is managed on the Project Center tab in System Configuration.

Launches the accounting system in a separate web browser window.

Saves any data changes made to the data grid on the currently selected tab.

Discards any data changes made to the data grid on the currently selected tab.

When selected, Project Analyzer automatically saves any changes made to the data grid when the user moves to another tab.

Auto Save is turned off by default.

Launches the Import from Another Effort dialog box to allow project managers to import data from one project or opportunity to another. For more information on importing project data from another effort, please refer to Import from Another Effort.

Exports the current data grid to a Microsoft Excel format.

Exports project data to a Microsoft Excel format. A spreadsheet is created that contains an export of every grid-based tab in the main Project Analyzer window. Each Project Analyzer tab is exported to a separate Excel tab. In addition, any detailed staffing data is exported. Detailed staffing data is broken down by phase, with a separate tab created in Excel for each phase.

Copies the currently selected chart to the Microsoft Windows clipboard (similar to using the Windows Copy command). The chart can then be pasted into any other application that accepts graphic files as input (i.e., Microsoft Word or Excel).

Generates an email using the currently selected data as a basis for the subject line and message body. For more information, refer to Send a Note.

When email notifications are disabled in the System ConfigurationGeneral Settings tab, the Send a Note option is disabled.

Note: You need to install Microsoft Outlook installed before you use thisSend a Note option.

This button launches the Project Analyzer: Projections and Analysisdialog box, providing access to a number of financial analytic and projection options. See Financial Projections for additional details.

You can open multiple instances of the Project Analyzer:Projections and Analysis dialog box simultaneously.

This button launches the Project Analyzer - Management Views dialog box, providing access to a number of standard as well as custom reports. See Management Views for additional details.

You can open multiple instances of the Project Analyzer -Management Views dialog box simultaneously.

This button launches Project Visualizer directly from within Project Analyzer.

Note: Visualizer will check for an automatic update each time it is launched.

Opens a basic calculator as a convenience. You can open multiple calculators at one time.

Opens the Currency Calculator dialog box. Allows project managers to set currency conversion rates to be used in Project Analyzer.

Note: The Currency Calculator option is only available for multi-currency databases.