CORE Navigation


CORE is designed with a smart and intuitive user interface so that it is easy to navigate and use. It is optimized and designed to work at a minimum screen resolution of 1280 x 960 pixels. The side menu expands and collapses depending on whether you pin the panel or not. Click to watch this video on navigating CORE. 

navigating core.png

You can customize the way you navigate CORE to suit your preferences. This includes marking some screens as your favorite, changing the order of the side menu,  Mfor your program, and so on from User Settings. 

Note: You can check out the new UI of CORE by clicking Try CORE's New Look on the top-right when in the classic view. To switch back to the classic view, click Switch to Classic View from the top user menu.

Navigation Elements

Keyboard Navigation

Navigation Elements

The navigation and general UI of CORE consists of the following elements:

Core Navigation.png





Side Menu Hover on the side menu on the left to display the different feature sets in CORE. You can click add.png to go directly in the Create New or Add mode of a screen. The side menu is driven by your security permissions. You can customize the order of screens or features in your side menu from the User Settings. 


Search Enter the keywords in the search bar at the top to find quickly what you are looking for in a specific screen or throughout CORE.


Top User Menu Click the user menu dropdown-caret.png at the top to access your profile and user settings.


Top Icon Bar Click the icons on the top icon bar to quickly access your Timers Timer icon.png, Messages Messages icon.png, Calendar calendar icon.png and Notifications notifications-01.png.


Breadcrumbs CORE displays the breadcrumb trail to enhance accessibility and improve visibility on screens having a hierarchical order, such as in Projects screen (phases within projects).


Favorites Mark the frequently-used screens as your favorite by clicking favorites.png on them and then access them quickly from the Favorites side menu.


Info bar Click show-hide-infobar.png on screens to show or hide immediate 'at a glance' metric or statistics about that screen's data. Displayed values are affected by the filters applied, if any. Also, it includes the values of active records only.


List View

You can view all the active records on a grid in the list view of a screen. You can sort the column data by clicking its header and use the column chooser (under the More menu) to show or hide fields in the grid. You can also resize the columns by hovering over them and moving them right/left accordingly. If needed, you can reset the column widths.  

view_icon.pngUsing the dropdown-caret.png menu, you can select the total number of records without scrolling all the way to the end of the list, total number of records in view or none of the records. Anchored totals allow you to view totals for the numeric columns without scrolling to the end of the list.


Actions Menu

Select batch actions from the Actions drop-down above the grid. You can select single or multiple rows in the grid to use these actions, such as Delete, Email, Submit, etc.


More Menu

Use the More drop-down to access screen-related options, such as Export as CSV, Columns, Reports, etc.



Click filters.png on the right to apply filters for selective viewing of grid data in the list view. Filters use the OR logic on the filter items in the same row and AND logic for items in different rows. You can see which filters are applied and clear them out easily without opening the filter panel.


Row Action Menu

Click dropdown-caret.png on the grid and choose any row-level action from the drop-down, say View Details. You can also click a row to go directly into its editable, detail view.



This denotes a required field on the screens.


Drop-downs You can configure the drop-down lists in CORE to include inactive records or other items that are not visible by default. You can also re-size multiple columns in the drop-down lists.


+ Create New

+ Add

CORE allows you to quickly add a new item or record to a list right from the drop-down itself, if needed. It takes you to a Create or Add dialog where you can enter the required information and save the record.

Keyboard Navigation

Key Action
Enter Saves the changes and removes you from the edit mode. Clicking Edit again returns the screen to an editable mode. Enter key also acts as a Yes in the confirmation dialogs.
Tab Saves the changes and takes you to the next field. In case of text boxes like memos, it expands the Auto Complete shorthand codes.
Shift + Tab Saves the changes and returns you to the previous field.
Arrow Keys Moves your focus to adjacent fields, above, below, left, and right.
Ctrl + M Opens and closes the memo box.
Was this article helpful?
4 out of 5 found this helpful