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.
- 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.
- Select .
- Select the check boxes for the forms you want to make shortcuts on the project.
- Click the Save Shortcuts button .