Sometimes you may find a link on a Departments page that you want to add to your Role Center. The link can appear in one of the following menus:

The following table describes the types of links in each category on the Departments pages, and where on your Role Center you can add them.

CategoryContainsAdd link to

Lists

List pages

Home menu

Tasks

Task pages, batch jobs, worksheets, journals

Actions menu

Reports and Analysis

Reports, batch jobs, matrix windows

Reports menu

Documents

Documents such as invoices and reminders

Reports menu

History

Posted/finished documents, registers

Actions menu

Administration

Setup windows

Actions menu

To copy department links to your role center

  1. Choose the Departments menu button and locate the link on a Departments page.

  2. In the shortcut menu on the link choose one of the following (only one of these options will be available).

    SelectTo add the link to

    Add to Navigation Pane

    The Home menu on the ribbon on your Role Center.

    Add to Actions on Role Center Ribbon

    The Actions menu on the ribbon on your Role Center

    Add to Reports on Role Center Ribbon

    The Reports menu on the ribbon on your Role Center

  3. Confirm the message that appears.

The new link now appears in the menu to which you added it. However, you may want to move the link to another position in the menu. For example, if you added a link to the navigation pane, it will appear on the Home menu, but you can move it to another menu in the navigation pane. For more information, see How to: Customize the Navigation Pane.

Tip

See Also