Content Pane Overview
The content pane is the primary work area that allows you to maintain and monitor your data in the system through documents, dashboards, inquiries, and reports. From this pane you can open, enter, and maintain items, view related items, change views, query data, and take actions from the toolbar or the shortcut menu.
Through the use of tabs, the content pane allows you to open multiple document, dashboard, inquiry, and report instances and then toggle between instances as you work. Each tab displays a type icon and the display name of the item. For more information on how to use tabs, see Manage Content Pane Tabs.
Item Information
Each item, whether it is document, dashboard, inquiry, or report, contains similar user interface controls, which determine how data is displayed. The name and icon of each item instance is displayed at the top of the pane. This icon is used throughout the system to identify the item's type; for example, Client documents are denoted throughout the system by the client icon (
). If the item contains multiple tabs of information, linked tabs are displayed just beneath the item name.
In the top, right-hand corner of the screen, there are item-level buttons that allow you to view related items, change views, and view additional information about the item.
| Name | Button | Description |
|---|---|---|
| Related Items |
|
Click the related items button to view a list of items related to the item you are viewing. For more information, see Related Items. |
| Views |
|
Click the Views button to select a predefined layout to apply to the screen. This controls the displayed data, screen layout, and how the data is grouped or sorted. By default, each screen will display with the view that you last selected. For more information, see Views. |
| Information |
|
Hover over the Information button to view additional information about the item you are viewing. The available information is dependent on the type of item that you are viewing. A green icon indicates that the information is pulled in real-time from your database. A blue icon indicates that information is pulled from the Information Warehouse. The presence of a small yellow rectangle at the bottom of either icon means that data presented has been filtered, either by restrictions or on the PM dashboard by the Project scorecard. |
Areas
Each screen is organized into areas of information, which can contain a collection of fields, a list of information, or additional areas of information. Each area is contained in a box, which includes a caption and additional buttons that allow you to perform actions on the information contained in the area.
Default Views
Most areas contain two default views: Details and List. These views provide a basic field based and list based view of the data in the area.
Details
The Details view allows you to view each individual field in an area. On some documents, the Details view of an area provides additional fields that are not available in List view.
When there are multiple item instances related to an area, you can still view each instance in the Details view. Each instance is displayed separately and a navigation control is displayed in the upper right-hand corner of the area; click the previous or next 
button to switch between item instances.
List
The List view allows you to view multiple item instances in a single list. In this view, you can change the sort order, group by a column, add or remove columns, rearrange the column order, filter results, and resize the width of columns; for more information, see How to Work with Lists.
Area Buttons
The top of an area provides buttons that allow you to control how data is displayed, filter results, and add or remove items. Depending on the content in the area, some or all of the following buttons are available. Additional buttons that are specific to an screen type or document are described on the specific topic.
| Name | Button | Description |
|---|---|---|
| Restrictions (area) |
|
Click the Restrictions (area) button to display the Restrictions area, which allows you to filter data. For more information, see Restrictions. |
| Restrictions |
|
Click the Restrictions button to save and manage restriction sets. For more information, see Restrictions. |
| Related Items |
|
Click the Related Items button to view a list of items related to the information in the area. For more information, see Related Items. |
| Previous/Next |
|
Click the previous or next button to navigate between item instances. The current instance in the list and the total number of instances display between the buttons. This option is typically only displayed when you view multiple instances in Details view. |
| Views |
|
Click the Views button to select a predefined layout to apply to the area. This controls the displayed data, screen layout, and how the data is grouped or sorted. By default, each area will display with the view that you last selected. For more information, see Default Views and Views. |
| Restore/Minimize |
|
To resize the area, click the Restore/Minimize button to resize the area. The following options control how the area is resized:
|