Plan List - Icon Controls

-- the edit icon can be used to modify a record.  Note that in most instances, double clicking on a row will provide the same behavior as clicking the edit icon.

-- the copy icon can be used to make an exact copy of a record (you will need to modify something on the newly copied record otherwise it will result in a duplicate error). Intercompany fields are also copied (only available for Cloud customers and if your system has multi-entity accounting enabled (see Setup Multi-Entity).

-- the delete icon can be used to remove an individual planned work entry.

-- the delete all icon can be used to remove all of the planned work entries currently displayed (i.e., those that matched the selection criteria supplied on the search tab).

-- the add Plan icon can be used to add (or remove) user planned work entries to a project.

-- the add Plan w/ Search icon can be used to add user planned work entries to a project by first searching for users by availability, skills, etc.