About the Sage 100 Contractor Desktop

Sage 100 Contractor provides a variety of options for navigating to different parts of the program.

Activity Centers

Activity center tabs divide the program into several main sections. Each tab has a drop-down menu associated with it. When you click an activity center tab, a drop-down menu appears, along with a process map in the main desktop.

You can edit the process maps for each activity center, and you can drag and drop

You can hide the menus and use only the activity center tabs to navigate through the program.

Task Icons

Right-click a task icon to display the System Menu option name.

To change the name of a task icon, click the Click here to edit the process map link at the bottom of the activity center, right-click the task icon, and then edit the text. Click Save after you change the icon name.

Process Maps

You can use the process maps as shortcuts to get to specific tasks. Each user can also customize these process maps to match their own workflow.

Click the Click here to edit the process map link at the bottom of the activity center you want to edit.

System Menu and My Menu

You can use the System Menu tree to navigate to all the program modules to which you have access.

However, you might prefer to use the My Menu tree, which displays only the components for which you have a license and security access. You can also tailor this menu to your personal workflow, removing items that you have no interest in or do not use on a regular basis.

Click the Customize My Menu button at the bottom of the My Menu tab, and then clear the check marks from menus or tasks that you do not want to display on your My Menu tab. Click the Save as My Menu button to save your adjustments.

Hide Menu and Show Menu

You can remove the menu tree from the desktop view if you do not use it.

Click Hide Menu below the menu trees. The numbered menu tree is no longer visible, and the Hide Menu button changes to Show Menu. Click Show Menu to show the menu tree.

Settings

You can also click the Settings button to further customize your activity center tabs and to show your Dashboard when you log in.

If you do not want to see any of the activity center tabs, select the Hide all Activity Centers radio button. Or if you just want to hide certain activity centers, clear the checkboxes for the activity centers you do not want to see on your desktop. Click Apply to accept your changes, or click Cancel to exit.