Figure 31 on page 27 shows the “Project Guide” sidebar display, which can help you track the tasks related to a specific project.

You can access this guide by clicking the Project Guide bar at the right of any project view. The guide shows you the status of system-configuration requirements and technical design features. Checkmark icons indicate which design components are already in place. Each component name is a link that takes you to the configuration page for that component.

You can add To-Do notes to the Project Guide for additional items that you want to track and complete for the project. The To-Do list is visible to a recipient of a project. However, the sender’s and recipient’s copies of both the Project and its associated Project Guide are independent. They do not reflect subsequent changes that each user makes in their copy of the project. For information on the project-sharing function, see “‘Send Copy To’ details”.

The lower section of the Project Guide provides links to reference documentation and other sales related tools:

For information on the Project Guide for specific products, see the following sections: