Basic navigation

The CPQ Enterprise Quoting user interface consists of a navigation panel on the left and a center pane for viewing, adding, editing, and deleting records.

Your menu selections in the navigation panel are based on your user role. See Understanding users, roles, and form access.

This table describes basic functions that can be performed using icons at the top of most forms where records are added:

Icon	Function	Description
	Create	Click Create to add a new record.
	Open	Select a record and click Open to open an existing record. On many forms, you can also click the record name or ID to open the record.
	Delete	Select a record and click Delete to remove the record from the system. If a record is still associated with another entity in the system, it cannot be deleted.
	Sort	At the top of record grids, you can click a column name to sort that column alphabetically in ascending or descending order. This sort icon is displayed as you move your cursor over the cell.
	Clear Filter	Also at the top of most record grids, fields are provided for filtering the list of records. Results are displayed automatically as you enter filter criteria. To clear the filter field(s), click Clear Filter.
	Copy	Projects and jobs can be copied for making new records. To make a copy, select an existing record and click Copy.
	Translate	If your application is set up to support multiple languages, then after entering values in applicable fields, click the translate icon to specify translated values. See also Adding translations for field values.