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Main Menus & Toolbars

Contents

Main Window

When ESP™ opens, it displays the Scenario and Scope that was used before the program's last exit. For this guide, the example below displays Financials tab; however, you will always see the last information that you were using upon re-launch. ESP's main window consists of many useful features that will help manage your Scenarios. Hover on any of the toolbar buttons for a tool-tip providing a brief description of its purpose.

MainForm1

Main Toolbar

The Main Toolbar contains a set of buttons that enable you to complete common tasks in ESP™.

Main Toolbar

Main Toolbar Items

Item	Shortcut	Description
Save Changes		Saves pending changes.
Show Changes		Opens a window that displays pending changes that have yet to be saved.
Print	Ctl+P	Prints the current grid.
Print Preview		Opens a preview of what the content will look like on printed paper.
Clipboard Cut	Ctl+X	Removes selected content and places it on the Windows® Clipboard.
Clipboard Copy	Ctl+C	Copies selected content to the Windows® Clipboard.
Clipboard Paste	Ctl+V	Pastes content from the Windows® Clipboard.
Delete		Deletes an empty Budget Item
Add		Adds a budget item to the Scenario.
Refresh	F5	If you've made changes (pending changes) and want to discard them, you can click the refresh button and it will re-set the grid back to the last saved state.
Refresh	F5	The orange refresh arrows indicates individual rows have been updated in the grid; this is called a partial refresh.
Reset Context View		Restores the main grid view when a Context view is shown. (Showing all Fundings for a specific Employee is an example of a Context view)
Cancel		Aborts the current operation.
Delta Value Column		Creates a new Delta Column which calculates the variance between two columns of the same category.
Expand Tree	Ctl+ +	Opens hierarchical tree elements to view
Collapse Tree	Ctl+ -	Closes the hierarchical tree nodes to hide.
Sort Column Ascending		Sorts the current grid in ascending order based on the currently selected column.
Sort Column Descending		Sorts the current grid in descending order based on the currently selected column.
Reset Column Sort		Sets the default grid sort to Alpha Sort Ascending based on the tree column.
Move Left		Moves the entire selected column to the left.
Move Right		Moves the entire selected column to the right.
Recalculate Scenario		Recalculates the entire Scenario with the option of including Employees.
Recalculate Employees		Recalculates all Employees.
Save to Save To Spreadsheet		Saves the grid data to an Excel spreadsheet. Select a block of data to capture, or press (Ctl+A) to select the entire sheet, and then click this button.
Add Note to Current Item		Adds a Note with optionally attached file to the currently selected item in the grid.
Scenario Cross-tab		The Scenario Cross-tab allows you to compare multiple scenarios against each other with a choice of comparing Financial or Employee data, and then executing the cross tab.
Budget Book		Starts the Budget Book Report generator.
Administration		Starts the Administration window used to setup security and access rules as well as the structure of the Responsibility Centers.
Budget Element Maintenance		Opens the Budget Element Maintenance Window.
Process Log		The Procedure Log captures all the status and diagnostic messages created during procedures like recalculating employees and scenarios. The View Procedure Log icon will launch the log which shows the steps a process is going through from beginning to completion.
Scenario Explorer		The Scenario Explorer is a grid listing a history of all scenarios created to date and contains all of the details. Scenarios can be opened, viewed, and created.
Scenario Audit		The Scenario Audit Log is used to chronologically track scenario activities and user-supplied notes. The Scenario Log is helpful for tracking the sequence that adjustments were made in the Scenario.
Current Item Audit		Opens a Session grid in the lower portion of the window to display a list of changes mad to the currently selected items.
Session Grid		The Session Grid State button repaints the grid once an audit has been viewed, and allows you to close and re-open the viewed audit. Refreshing the view will clear the opened audit from view.
Grid Column Selector		Opens the Select Columns window that can be used to select the columns in the current grid.
Search Grid	Ctl+F	Use the Search Grid function to find every instance of a specific record, term, or item in a column or in the entire grid.
Find Employee		The Find Employee in Database icon allows you to locate an employee by searching with the ID, Name or Position. This is only available on the Employee grid.
Remote Support		Starts the Remote Support Application
Help	F1	Opens searchable help content for ESP™

Scope Toolbar

The subset of Budget Element Strings that are selected is referred to as the Scope. The Scope toolbar displays information about the Scope you are currently working in and offers two tools for working with Scope: the Recalculate Current Scope button, and the Select Scope button.

Scope Toolbar

Scope Toolbar Items

Item	Icon	Shortcut	Description
Select Scope		Ctl+S	Opens the Scenario Scope window.
Recalculate Current Scope			Recalculates only the current scope you are in
Reconcile			Opens the Setup Reconcile Scope window to begin a reconcile session.
Cancel Reconcile			Stops Reconcile mode and refreshes the main grid.
Paste Account Code			When an Account Code is detected on the Clipboard, Pastes the Account Code directly to the current Scope

Query Toolbar

The Query Toolbar is a very flexible feature that facilitates filtering data from the application database. Click on the buttons in the image below for a brief description of their functionality.

Query Toolbar

Query Toolbar Items

Item	Icon	Shortcut	Description
New Query			Opens the query search tool
Edit Query			Clears the query results while leaving your original query request intact
Close Query			Clears the current search query if you need to restart
Execute Scope			Executes the query ONLY for the scope you are in
Execute Full Scope			Executes the query for the ENTIRE scope

Saved Grid View Toolbar

The Query Toolbar is a very flexible feature that facilitates filtering data from the application database. Click on the buttons in the image below for a brief description of their functionality.

Saved View Toolbar

Saved View Toolbar Items

Item	Icon	Shortcut	Description
Saved View List			Drop down list showing the saved Grid Views.
Restore Scope & Layout			Restore the both the Scope and Column Layout to the current grid.
Restore Scope Only			Restore only the Scope, if saved, to the current grid.
Restore Column Layout			Restore only the Column Layout to the current grid.
Add New Grid View			Save the current grid column layout and/or Scope as a new Saved View
Delete Grid View			Delete the current saved Grid View from the list and database.
Save Current Grid View			Updates the current saved Grid View with the column Layout and/or Scope of the current grid.
Refresh Grid View List			Refreshes the Saved View List

Status Bar

Located at the bottom of the main window, the Status Bar provides important information about the ESP application and the current Scenario

ESP Status Bar

Status Bar Panels

Panel	Tool Tip	Description
Status Messages		Displays application status and activity messages.
Progress Bar		The progress bar that indicates the status of long running processes.
Current Row		Indicates the current data row selected.
Record Count		Number of records loaded based in the grid.
Database Activity		During long running processes the symbol toggles on and off indicating there is database activity. The time indicator indicates the elapsed time of the current or last database process.
User Database Role		Indicates the Role of the current User: = Application Administrator = Admin User = Normal User/Responsibility Center Manager = ESP Support = System Administrator
Database Connection		The active connection to the database server. Normally this will show the production database.
Reload Time		Time and date when the information in the current Main Tab was reloaded. Note: Financial, Employees and Salary Plans can all have different reload dates.
Recalc Time		Time and date when the information in the current Main Tab was last Recalculated.
Current Scenario Name		The name of the currently loaded Scenario.
Lock Status		Shows whether the Scenario is Locked or Read-Only. Scenarios are locked or unlocked in the Scenario Explorer. =Scenario is Locked = Scenario is Unlocked =Scenario is Upgrade Locked

Main Menus

ESP™ Main Menu

File Menu

Item	Icon	Shortcut	Description
Show Changes...			Displays pending changes in a separate window
Save Changes...			Save all pending adjustments to the current session. If no Session is open, a new one is created.
Abandon...			After a Session is saved, as long as the session is visible in the Session Grid, it may be abandoned. Once a session is Applied, it cannot be reversed.
Show Log When Applying			Toggles an option to display Applying Adjustments during a Save
Open Scenario...			Opens Scenario Explorer
Export Data...			Opens the Export Data tool
Database...			Select the database Budget Build will use. The Selection is remembered and will be used next time ESP Starts. Choices Include Production, Test, and Development.
Update Configuration			Updates the database configuration
Print		Ctl+ P	Prints the current Grid or Grid Selection to the printer
Print Preview...			Displays what will be printed on paper
Page Setup...			Allows you to select the printer and set up the printer properties
Print Screen...			Prints the current Grid to the current printer
Abort			Long Processes may be aborted if this item is enabled.
Exit			Exits ESP™

Edit Menu

Item	Icon	Shortcut	Description
Cut		Ctl+X	When you cut something, it is removed from its current location, and placed in the Windows clipboard. The easiest way to cut something is by selecting it and pressing Ctl+X on your keyboard. You can also right-click on it and select Cut from the context menu.
Copy		Ctl+C	When you copy something, it remains in its current location, and a duplicate of it is placed in the Windows clipboard. The easiest way to copy something is by selecting it and pressing Ctl+C on your keyboard. You can also right-click on it and select Copy from the context menu.
Paste		Ctl+V	When you paste something, it is copied "back" from the Windows clipboard to the location you have selected. The easiest way to paste is by pressing Ctl+V on your keyboard. You can also right-click and select Paste from the context menu.
Paste Scope			When an Account Code is detected on the Clipboard, Pastes the Account Code directly to the current Scope
Select All		Ctl+A	Select all the cells in the current grid.
Find		Ctl+F	Opens the Find in Grid window and enables you to search for content in the current grid.
Find Next		F3	Finds the next instance of the item you are searching for.
Replace		Ctl+H	Searches the current column or grid replacing the Find text with the the Replace text.

View Menu

Item	Icon	Shortcut	Description
Columns			Sets the default columns configuration and selects which of the available columns are visible in the current grid. The list of available columns depends on the current grid.
Expand Tree		Ctl+ +	Expands the left most hierarchy in the current grid.
Collapse Tree		Ctl+ -	Collapses the left most hierarchy in the current grid.
Grid Lines			Changes the look of the grid-lines in the current grid.
Tree			Changes the view of the hierarchy tree based on the options provided in the sub-menu.
Fonts			Changes the grid font type and form font size
Hide Tree Descriptions			Toggles the Element description next to each item in the hierarchical tree.
Hide Zeros			Hides Zero Values in the data grids. This setting effects the Scenario Element and Employee grids.
Tool Tips			Toggles to enable or disable Tool Tips and sound effect
Word Wrap			Toggles the content that cannot be fully viewed in a grid cell to wrap to a new line.
Session Grid			Toggles visibility of the Session grid.
Scenario Scope...		Ctl-S	Displays the Scope Selection window.
Process Log...			Opens the Last Process window that displays the most recent actions made to the grid.
Tool Bars			Toggles Visibility of the tool bars.
Refresh		F5	Refreshes the Current grid.

Tools Menu

Item	Icon	Shortcut	Description

Reports Menu

Item	Icon	Shortcut	Description

Help Menu

Item	Icon	Shortcut	Description
Help Index			Opens the Help window.
Support
Remote Support...			Launches the ESP™ Remote Support Application.
Report Issue			Opens a Internet browser window to the ESP™ Issue Tracking system and provides an option to include a screen-shot.
Report Issue w/Screen-shot			Triggers ESP™'s built-in screen shot function and provides options for delaying the time between triggering a screen-shot and when the screen shot is actually taken.
Updates
Check for Update			Checks for a newer version of ESP™.
Configure Updates...			Configures the ESP™ Update Service.
View Release Notes			Opens ESP's Model release notes in a web browser.
About			Open the application About window.