Manage Profiles Common Components

Profile Operation

View Profiles

Shows the details of the current profile. Use the First, Prev, Next, and Last buttons to view other available profiles.

Change This Profile

(Full and Administration Editions only) Opens the available settings in the profile so you can make changes. Use the Save and Cancel buttons as needed.

Add New Profile

(Full and Administration Editions only) Opens a blank profile so you can create a new profile. Use the Save and Cancel buttons as needed.

Import / Export

Opens the Import / Export Profiles window. Export Profiles is available in Full and Administration Editions.

Buttons

First

Goes to the first profile in the list.

Prev (Previous)

Goes to the previous profile in the list.

Next

Goes to the next profile in the list.

Last

Goes to the last profile in the list.

Save

Saves any changes to the current profile. Although there are other Save buttons on specific tabs, only this button, which is located near the bottom of the dialog box, can be used to save the profile.

Copy

Saves a copy of the profile under a new name. (This feature is supported in Estimate Review only.)

Delete

(Full and Administration Editions only) Deletes the current profile. This feature is not available on some profiles.

Cancel

This button becomes active only when viewing a profile and allows you to close the profile without saving changes.

Find By Name

Opens the Find Profile By Name window so you can search for a specific profile by name.

Main

Returns to the Main menu.