Use the toolbar
- Last UpdatedMay 13, 2025
- 4 minute read
The toolbar provides quick access to functions in Production Analyst. The availability of buttons on the toolbar depends on the selected module.

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Toolbar Button |
Name |
Description |
|---|---|---|
|
|
Back |
Moves back to the previous view. |
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|
Forward |
Moves forward to the next view. |
|
|
Home |
Moves to the Home view. |
|
|
Refresh |
Refreshes the data in the current view. |
|
|
Auto Refresh |
Auto refreshes the data in the current view. You can pause the auto refresh by opening the drop-down arrow and click Pause Auto Refresh. |
|
|
Filter Records |
Opens the Filter Records dialog box. |
|
|
Insert Sample |
Opens the Add Record dialog box. |
|
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Perform a Genealogy search |
Starts the Genealogy wizard. This button is for the Inventory module only. |
|
|
Show or hide the Grid Panel |
Shows or hides the grid panel. |
|
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Show or hide the Chart Panel |
Shows or hides the chart panel. |
|
|
Show or hide the Gantt Panel |
Shows or hides the Gantt chart. This button is for Planning only. |
|
|
Show or hide the Preview Panel |
Shows or hides the preview panel. This button is for Knowledge only. |
|
|
Favorites |
A drop-down menu of options that relate to setting your favorites and home page. |
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|
Save to My Favorites |
Saves the current view as a personal favorite. |
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Save to Shared Favorites |
Saves the current view as a shared favorite. This option appears only if the current user has permissions to save shared favorites. |
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Manage Shared Folder Access |
Permits managers to access the shared folder administration area. |
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Set as My Home |
Saves the current view as the Home view. |
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|
Tools menu |
Expands the Tools menu. |
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Reset Window Layout |
Resets the window layout to its default setting. |
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|
Help menu |
Opens/expands the Help file. |
|
|
About |
Displays software and product information. |
|
|
Notifications |
Opens and closes the Notification panel. |





















