Costpoint Online Help

Create a Navigation Banner

Complete the following steps to configure a navigation banner in Configure User Preferences.

You must have security access to create navigation banners. You must also have security access to applications to see their names and links in the navigation banner.

To create a navigation banner:

  1. Open the Configure User Preferences application.
  2. In the My Menu section, click New.
  3. In the Sequence column, enter a number that sets the location of the application in My Menu.
  4. In the Line Type column, select Group Header.
  5. In the My Menu Title column, enter a name for the application group.
  6. In the Create Nav Banner? column, select the check box.
    The application group is created.
  7. Click New to add applications for the navigation banner.
  8. In the Sequence column, enter a number that sets the location of the application in the navigation banner and My Menu. This number should have a higher value than the application group number.
  9. In the Line Type column, select Application.
  10. In the My Menu Title column, enter an application name or click to select a name.
  11. In the Application column, enter the application ID or click to select an ID.
  12. Repeat steps 8 through 12 to add more applications to the application group.
  13. Click to save your updates.
    The application group displays in My Menu. You can click the group name or any application under the group to display the navigation banner.