How to create user menus?

This document describes the steps required to create user menus.

This tool allows you to extend the menus of PRIMAVERA applications by adding new commands to user functions.

When a user creates a new submenu, it immediately appears in the User Menus area of the ERP. Other submenus and commands can also be configured. Each command (menu item that executes specific actions when selected) will be associated with a user function (responsible for execution).

To create a submenu, follow these steps:

1 - Open the ERP.

2 - Access the configuration area.

3 - Choose  Extensibility > Menus.

4 - Press Submenu to create a new group. Groups allow you to organize operations within a TAB.

6 - Press command to create a new operation within the group.

7 - Indicate the title and size of the icon associated with the operation.

8 - Select a user function.

9 - Confirm.

10 - Indicate the profiles with access to the new operation

Note: The submenu is available on Ribbon in the My Menu TAB.