Creating data

How to create data in Vertec

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 19.07.2003
Updated: 17.05.2023 | Screenshots updated.

You have the following options to create data in Vertec:

Via the New entry menu button:

The upper part shows the entries that can be created in this context. For example, the invoice is only shown when you are on a project. This part corresponds to the context menu (see below).

The lower part shows the context-independent entries that can be created anywhere.

Context menu (right mouse button)

Right-click on the desired entry in the tree and select New in the context menu that appears.

You can also call up the context menu on an object in the list by clicking on the gray field in front of the relevant row:

Creating data using scripts

Data can also be created using scripts. For comprehensive information about using scripts in Vertec, see the Scripts section.

Creating data via COM

Using a COM extension, data can also be created and fed into Vertec by external programs, e.g. MS Excel. For comprehensive information about COM,  see the Activex / COM section.

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