Main Window Functions

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Main Window Functions

At any point that you are in the Cloud system, the General Toolbar is made available to you in the top-right corner of the screen. Aside from the two Exporting tools (export to PDF and or Excel) whose availability may depend on the current module you are in, these same icons will always show.

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REPORTING1

Print: Print reports via the SQL reporting tool.

pdf icon1

PDF: Export to PDF.

EXCEL1

Excel: Export data into Excel. To enable the dialog, set the needed permissions in Administration → Access level → Operating elements/Administration/Check boxes/Suggest excel save. Creating an Excel export always means a potential risk to the company because the file can be stolen. For this reason SpecPDM creates a server log with all exports for tracking purposes.

REFRESH1

Refresh: Reload data object.

SAVE1

Save: Save data object.

CANCEL1

Cancel: Cancel action.

CHANGEPASSWORD1

Change Password: Change your user PDM password.

LOGOUT1

Log Out: Exit the PDM program.

MINIMIZE1

Minimize: Minimize the window screen.

CLOSE1

Close: Exit the PDM program without logging out.