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IMOS Platform
IMOS Platform
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These breadcrumbs show where you are in the walkthrough. To move to a different section, click its link:

Menus > Search > ModulesWorkspaces > PanelsKeyboard Shortcuts > Accessing Help

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Note: You might not see all the buttons and options shown here; what you see is based on the access rights granted by your administrator.

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Table of Content Zone
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You can navigate through menus using keyboard shortcuts.

Tutorial: Navigating with Menus

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IMOS - Tutorial - Navigating with Menus
IMOS - Tutorial - Navigating with Menus
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Main Menu

To access modules and workspaces, to open or close the main menu, click  at the top left.

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Secondary Menus

To open or close a secondary menu with links to additional workspaces, on the main menu, click .

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To open any workspace, click its link.

Quick Links

Quick links to the main workspaces in the module (those with buttons) appear under their module names. To access a main workspace, click its link or its button (for example, Estimates or ).

To access help relevant to the current workspace, below quick link buttons on the left, click . The Knowledge Base opens in a new browser tab.

Toolbars

Toolbars appear at the top of many forms. To perform an action, open a related form, or run a report, click its button.

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When the browser window is too small for all the tools to fit, a menu button ... appears; click it to select more tools.

Creating, Retrieving, Saving, Copying, and Deleting Records

These common tools appear on many forms:

Column Heading Menus

On a list or grid, each column heading includes a menu; on a schedule, the first column heading includes a menu. To access it, hover over the right edge of the column heading and then click  when it appears.

The menu can have tabs:

  •  Quick filter

  •  Menu

Line Item Menus

Line items in some lists and grids include menus. To access a menu, do one of the following:

  • Right-click the row.

  • Where applicable, click ... on the left end of a row.

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