Difference between revisions of "Projects list"

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(→‎Project filters description)
 
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[http://cloud.protemos.com/project/index| Projects page]
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''Projects page: [http://cloud.protemos.com/project/index/ http://cloud.protemos.com/project/index]''
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----
  
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On the '''Projects''' page you can:
  
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On the “'''Projects'''” page you can:
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*Create new projects.
  
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- Create new projects
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*Create projects based on templates.
  
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- View the list of projects and search projects with filters
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*View the list of projects and search projects with filters.
  
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- Open each project for editing
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*Open each project for editing.
  
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== '''Add project''' ==
  
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== Creating project ==
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Go to '''Projects''' and click the '''"New project"''' button:
  
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You can start creating the project by:
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[[File:Projects.png|border|800px]]
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*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.
  
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1) Pressing the “'''New project'''” button.
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*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.
  
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2) Pressing the “'''Add new'''” button in the upper part of the page and selecting “'''Project'''” from the list:
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== '''Search projects with filters''' ==
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Both these actions will bring you to the project creation page, please see more details on here.
 
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== Search projects with filters ==
 
  
 
By default, you can see all the projects in your database, 50 per page.  
 
By default, you can see all the projects in your database, 50 per page.  
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If you want to hide or display some projects from the list, you may apply filters.  
 
If you want to hide or display some projects from the list, you may apply filters.  
  
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You can hide or display filter fields by pressing the button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
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[[File:Project filters1.png|1000px]]
 
   
 
   
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So, you can enter the data into the appropriate fields and press the “'''Apply'''” button, see example:
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So you can enter the data into the appropriate fields and click '''"Apply"'''.
 
   
 
   
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As you can see, the filter header turns red. It means that the filter is applied.  
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If the filter  is applied, the header turns blue:
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[[File:14.png|border|900px]]
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
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To inactivate the filter, click the '''"Clear"''' button.
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The header color will turn to gray, which means that no filter is not applied:
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[[File:S1.png|border|900px]]
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=='''Project filters description'''==
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*'''Legal entity''' — displays only the projects with the specified legal entity.
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*'''Project code''' — displays only the projects with the code containing the entered value.
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*'''Project name''' — displays only the projects with the name containing the specified text.
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*'''Description''' — displays only the projects with the description containing the specified text.
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*'''Project tag''' — displays only the projects with the tag containing the specified text.
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*'''Primary manager''' — displays only the projects for a specific primary manager.
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*'''Secondary manager''' — displays only the projects for a specific secondary manager.
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*'''Language pair''' — displays only the projects with the specified language pair.
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*'''Specialization''' — displays only the projects with the specified specialization.
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*'''Client tag''' — displays only the projects with the client tag containing the specified text.
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*'''Start date''' — displays only the projects which were started in the specified period of time.
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*'''Deadline date''' — displays only the projects with deadlines in the specified period of time.
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*'''Completion date''' — displays only the projects which were completed in the specified period of time.
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*'''Statuses''' — displays only the projects with the specified status (Offered by client, Active, Offer rejected, Completed, Completion accepted, Completion rejected, Canceled).
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*'''Client manager''' —  displays only the projects for clients of a specified client manager.
  
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You may collapse (hide) the filter interface by pressing the button.  
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*'''Overdue''' — displays due or overdue projects in accordance with the filter value applied (Yes, No).
  
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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*'''Free of charge''' — displays projects marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
  
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You can expand the collapsed filter back by pressing again.
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*'''Has receivables''' — displays projects with or without receivables in accordance with the filter value applied (Yes, No).
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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*'''Has payables''' — displays the projects with or without payables entered for the vendor in accordance with the filter value applied (Yes, No).
  
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To inactivate the filter, press the “'''Clear'''” button. The header color will turn to gray, which means that no filter is currently applied.
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*'''Has jobs''' — displays the projects with or without jobs in accordance with the filter value applied (Yes, No).
  
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=== Description of the fields in the project filters ===
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*'''Created from quote''' — displays the projects whether created from quotes or not in accordance with the filter value applied (Yes, No).
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-----
 
  
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'''Project code''' — displays only the projects with the code containing the entered value.
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== '''Open projects, client profiles, project finances''' ==
  
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'''Project manager''' — displays only the projects for a specific manager.
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You can click items in the tables to open corresponding pages:
  
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'''Client''' — displays only the projects for a specific client.
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[[file:Project list items.png|border|1100px]]
  
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'''Statuses — Active/Completed/Canceled''' — displays only the projects with specified status.
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To open the '''<U>[[Project_details,_Details_tab|Project details]]</U>''' page, please click on the required project name in the list.
  
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'''Start date''' — displays only the projects which were started in specified period of time.
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To open the '''<U>[[Client view page – General info tab|Client profile]]</U>''' page, please click the necessary client name in the list.
  
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'''Deadline date''' — displays only the projects with deadlines in specified period of time.
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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.
  
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'''Completion date''' — displays only the projects which were completed in specified period of time.
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=='''Project table reorder'''==
  
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'''Project name''' — displays only the projects with the name containing specified text.
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To sort a table by some criteria, simply click the corresponding column header.
  
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'''Description''' — displays only the projects with the description containing specified text.
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<span style="color:red">'''Note:'''</span> The column headers which enable this sorting feature are highlighted in blue.
  
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'''Receivable PO''' — displays only the projects containing the entered PO number determined by the client.
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[[File:Sort.png|border|800px]]
  
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'''Free of charge''' — displays only the projects marked as free of charge.
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When you click a column header, the icon [[file: descending icon.jpg|border|20px]] appears.
  
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'''Chargeable without receivables''' — displays only the projects with no receivables entered to pay by the client.
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This icon indicates the sort order (either ascending [[file: ascending icon.jpg|border|20px]] or descending [[file: descending icon.jpg|border|20px]]).
  
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'''No jobs''' — displays only the projects without jobs.
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Click the column header again to reverse the sort order.
  
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== Opening project ==
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== '''Export to Excel''' ==  
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If you click any project name in the list, you will open the “Project Details” page.
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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:
  
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== Export ==
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[[File:Export projects.png|border|800px]]
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You can export all the displayed table of projects to Excel by pressing the “'''Export to Excel'''” button
 
  
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over the upper right corner of the table:
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<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.
  
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'''''Note:''''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.
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[[File:Redirect.jpg|40px|link=Projects list]] Back to the '''table of contents'''.

Latest revision as of 09:19, 10 April 2023

Projects page: http://cloud.protemos.com/project/index

On the Projects page you can:

  • Create new projects.
  • Create projects based on templates.
  • View the list of projects and search projects with filters.
  • Open each project for editing.

Add project

Go to Projects and click the "New project" button:

Projects.png

Search projects with filters

By default, you can see all the projects in your database, 50 per page.

If you want to hide or display some projects from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

Project filters1.png

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Project filters description

  • Legal entity — displays only the projects with the specified legal entity.
  • Project code — displays only the projects with the code containing the entered value.
  • Project name — displays only the projects with the name containing the specified text.
  • Description — displays only the projects with the description containing the specified text.
  • Project tag — displays only the projects with the tag containing the specified text.
  • Primary manager — displays only the projects for a specific primary manager.
  • Secondary manager — displays only the projects for a specific secondary manager.
  • Language pair — displays only the projects with the specified language pair.
  • Specialization — displays only the projects with the specified specialization.
  • Client tag — displays only the projects with the client tag containing the specified text.
  • Start date — displays only the projects which were started in the specified period of time.
  • Deadline date — displays only the projects with deadlines in the specified period of time.
  • Completion date — displays only the projects which were completed in the specified period of time.
  • 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).
  • Free of charge — displays projects marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
  • Has receivables — displays projects with or without receivables in accordance with the filter value applied (Yes, No).
  • Has payables — displays the projects with or without payables entered for the vendor in accordance with the filter value applied (Yes, No).
  • Has jobs — displays the projects with or without jobs in accordance with the filter value applied (Yes, No).
  • Created from quote — displays the projects whether created from quotes or not in accordance with the filter value applied (Yes, No).

Open projects, client profiles, project finances

You can click items in the tables to open corresponding pages:

Project list items.png

To open the Project details page, please click on the required project name in the list.

To open the Client profile page, please click the necessary client name in the list.

To open the Finances tab 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.

Note: The column headers which enable this sorting feature are highlighted in blue.

Sort.png

When you click a column header, the icon Descending icon.jpg appears.

This icon indicates the sort order (either ascending Ascending icon.jpg or descending Descending icon.jpg).

Click the column header again to reverse the sort order.

Export to Excel

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:

Export projects.png

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

Redirect.jpg Back to the table of contents.

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