Add Project Shortcuts

You can add shortcuts to make the forms you use most often on a project appear on the Shortcuts menu, saving you the time and hassle of having to navigate to them.

Form templates have to be added as business shortcuts on the business unit (or a higher business unit in the business structure) before you can make them shortcuts on a project.

Fastpath: Project Setup > Shortcuts Setup
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Shortcuts Setup.
  3. Select the check boxes for the forms you want to make shortcuts on the project.
  4. Click the Save Shortcuts button .
Shortcuts for the form types you selected now appear when you point to the My Field View tab, and then Shortcuts.