Projects list - Revision history

Anatoly.k: /* Search projects with filters */

2025-10-20T14:29:01Z

‎Search projects with filters

Andrii: /* Project filters description */

2023-04-10T07:19:10Z

‎Project filters description

Andrii at 09:08, 6 September 2022

2022-09-06T09:08:58Z

Andrii at 11:09, 5 September 2022

2022-09-05T11:09:14Z

Andrii at 07:43, 5 September 2022

2022-09-05T07:43:36Z

Andrii: /* Open projects, client profiles, project finances */

2022-09-02T12:49:11Z

‎Open projects, client profiles, project finances

Andrii: /* Search projects with filters */

2022-02-02T09:58:11Z

‎Search projects with filters

Artem at 09:01, 16 April 2021

2021-04-16T09:01:17Z

Aleksandra.d: /* Search projects with filters */

2020-09-25T08:57:46Z

‎Search projects with filters

Aleksandra.d: /* Open projects, client profiles, project finances */

2020-08-21T09:43:07Z

‎Open projects, client profiles, project finances

@@ Line 48: / Line 48: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

← Older revision		Revision as of 07:19, 10 April 2023
Line 81:		Line 81:

	*'''Statuses''' — displays only the projects with the specified status (Offered by client, Active, Offer rejected, Completed, Completion accepted, Completion rejected, Canceled).		*'''Statuses''' — displays only the projects with the specified status (Offered by client, Active, Offer rejected, Completed, Completion accepted, Completion rejected, Canceled).
		+
		+	*'''Client manager''' — displays only the projects for clients of a specified client manager.

	*'''Overdue''' — displays due or overdue projects in accordance with the filter value applied (Yes, No).		*'''Overdue''' — displays due or overdue projects in accordance with the filter value applied (Yes, No).

@@ Line 14: / Line 14: @@
 == '''Add project''' ==
-Go to '''Projects''' and press the '''"New project"''' button:
+Go to '''Projects''' and click the '''"New project"''' button:
 [[File:Projects.png|border|800px]]
@@ Line 28: / Line 28: @@
 If you want to hide or display some projects from the list, you may apply filters.
-You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
+You can hide or display filter fields by clicking  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:Project filters1.png|1000px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 38: / Line 38: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 121: / Line 121: @@
 == '''Export to Excel''' ==
-You can export all the displayed table of projects to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
+You can export all the displayed table of projects to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:Export projects.png|border|800px]]

@@ Line 20: / Line 20: @@
 *For information on how to create projects based on templates, please see the '''<U>[[Project templates#Create project based on template|Create project based on template]]</U>''' section.
-*For information on how to create Protemos projects from SmartCAT projects, please see the '''<U>[[SmartCAT integration#Create Protemos projects from SmartCAT projects|Create Protemos projects from SmartCAT projects]]</U>''' section.
+*For information on how to create Protemos projects from SmartCAT projects, please see the '''<U>[[Smartcat_integration#Create_Protemos_projects_from_Smartcat_projects|Create Protemos projects from SmartCAT projects]]</U>''' section.
 == '''Search projects with filters''' ==

@@ Line 102: / Line 102: @@
 To open the '''<U>[[Project_details,_Details_tab|Project details]]</U>''' page, please click on the required project name in the list.
-To open the '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please click the necessary client name in the list.
+To open the '''<U>[[Client view page – General info tab|Client profile]]</U>''' page, please click the necessary client name in the list.
 To open the '''<U>[[Project details, Finances tab|Finances tab]]</U>''' of the project you need, please click on '''Total to receive''' or '''Total to pay''' amount in the list.

@@ Line 100: / Line 100: @@
 [[file:Project list items.png|border|1100px]]
-To open the '''<U>[[Project Details, Details tab|Project Details]]</U>''' page, please click on the required project name in the list.
+To open the '''<U>[[Project_details,_Details_tab|Project details]]</U>''' page, please click on the required project name in the list.
 To open the '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please click the necessary client name in the list.

← Older revision		Revision as of 09:01, 16 April 2021
Line 126:		Line 126:

	<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.		<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
		+
		+	[[File:Redirect.jpg\|40px\|link=Projects list]] Back to the '''table of contents'''.

@@ Line 30: / Line 30: @@
 You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
-[[File:Filter project.png|1000px]]
+[[File:Project filters.png|1000px]]
 So you can enter the data into the appropriate fields and press '''"Apply"'''.

← Older revision		Revision as of 09:43, 21 August 2020
Line 105:		Line 105:

	To open the '''<U>[[Project details, Finances tab\|Finances tab]]</U>''' of the project you need, please click on '''Total to receive''' or '''Total to pay''' amount in the list.		To open the '''<U>[[Project details, Finances tab\|Finances tab]]</U>''' of the project you need, please click on '''Total to receive''' or '''Total to pay''' amount in the list.
		+
		+	=='''Project table reorder'''==
		+
		+	To sort a table by some criteria, simply click the corresponding column header.
		+
		+	<span style="color:red">'''Note:'''</span> The column headers which enable this sorting feature are highlighted in blue.
		+
		+	[[File:Sort.png\|border\|800px]]
		+
		+	When you click a column header, the icon [[file: descending icon.jpg\|border\|20px]] appears.
		+
		+	This icon indicates the sort order (either ascending [[file: ascending icon.jpg\|border\|20px]] or descending [[file: descending icon.jpg\|border\|20px]]).
		+
		+	Click the column header again to reverse the sort order.

	== '''Export to Excel''' ==		== '''Export to Excel''' ==