The documentation for Civil Pro uses consistent terminology to describe particular menus and data presentation screens. Most of these are annotated and colour coded in the below screenshot of the Lot Register.
Program Menu (yellow)
The Program Menu is located at the top of the screen and provides access to administrative and program functions such as user management, project registers and database management functions.
NOTE: The User and Admin menus shown in the screenshot (version 8) are replaced with the System menu in version 9.
Main Menu (green)
The Main Menu is located on the left of the screen and is where the majority of the everyday information in Civil Pro is accessed from. This consists of panels which can be collapsed to a heading, or expanded to provide access to the items within. In the screenshot the Quality Assurance, Specifications and Conformance, Payment and Setup tabs are expanded. The Document Management and Costs and Production tabs are collapsed. Clicking on a heading toggles its collapse/expand state.
Register Menu (hatched blue)
The Register Menu is positioned at the bottom of the screen. It displays buttons for functions specific to the current register. Typically this will include:
- a button to enable editing
- a button to add a new record
- a sub menu for reports
Context Menu (not shown)
The Context Menu is accessed by right clicking on the rows of the data grid, or the blank space if there are not enough rows to fill the screen. This menu provides functions specific to the current register, and often specific to the currently selected rows or even just the current row. The Context Menus are where the majority of each register’s functionality is accessed.
Register Grid (red)
The Register Grid is where the majority of the data is represented. The interface is similar to Excel. Changing rows in the Register Grid updates the information in the Related Items Panel and the Register Detail Panel.
By default, the grid cannot be edited. This is to make navigation of the grid easier (so text editors aren’t invoked when a record is double clicked for example), and to prevent accidental editing of records. To edit data in the grid, click the button in the bottom left of the Register Menu, or select the Enable Editing option from the Context Menu.
To sort by any column in the grid, simply click it. Click it again to change the sort direction. To sort by multiple columns, hold shift and click on a second column.
Any grid can be filtered using a wide array of text and numeric filters. The operation of these filters is similar to Excel. The filters are applied by right clicking on the column headings of the grid and clicking Filter Editor, or by using the Auto-Filter Panel which is accessed from the same menu.
A whole grid text filter is invoked simply using Ctrl + F.
By default the grid only shows a subset of the available information for each record. Any field can be added to the grid by right clicking on the column headers and selecting the column chooser. Simply drag the relevant column(s) to the location they are required in the grid.
You can group by one or more columns simply by dragging them into the Group Panel directly above the column headings – where the text “drag a column header here to group by that column” is shown.
The Detail Panel shows all of the data fields for the item currently selected in the register. It is editable. If the Detail Panel is not visible, double click on the Register Grid.
The Related Items Panel shows other Civil Pro records that are related to the record currently selected in the Register Grid. If the Related Items Panel is not visible, it can be enabled from the Context Menu. Linking items using the Related Items Panel is as simple as double clicking on the heading for the type of record you want to add. A list of all of the records of that type for the project will be displayed. Simply select the record(s) you want, and drag them onto the heading in the Related Items list.
Double clicking an existing related item will (generally) take you to that item. Pressing the delete button will remove the link (but not the linked record).