Difference between revisions of "Projects list"
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Revision as of 00:50, 16 December 2016
On the “Projects” page you can:
- Create new projects
- View the list of projects and search projects with filters
- Open each project for editing
Contents
Creating project
You can start creating the project by:
1) Pressing “New project” button.
2) Pressing “Add new” button in the upper part of the page and selecting “Project” from the list:
Both these actions will bring you to the project creation page, please see more details on here.
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 pressing the button in the upper right corner:
So, you can enter the data into the appropriate fields and press “Apply” button, see example:
As you can see, the filter header turns red. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
You can expand the collapsed filter back by pressing again.
Please note that the applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.
Description of the fields in the project filters
Project code — displays only the projects with the code containing the entered value.
Project manager — displays only the projects for a specific manager.
Client — displays only the projects for a specific client.
Potential/Active/Completed/Cancelled — displays only the projects with specified status.
Start date — displays only the projects which were started in specified period of time.
Deadline date — displays only the projects with deadlines in specified period of time.
Completion date — displays only the projects which were completed in specified period of time.
Project name — displays only the projects with the name containing specified text.
Description — displays only the projects with the description containing specified text.
Receivable PO — displays only the projects containing the entered PO number determined by the client.
Free of charge — displays only the projects marked as free of charge.
Chargeable without receivables — displays only the projects with no receivables entered to pay by the client.
No jobs — displays only the projects containing no jobs.
Having chargeable jobs without payables — displays only the projects containing the paid jobs without payables entered for the vendor.
No jobs — displays only overdue projects.
Opening project
If you click any project name in the list, you will open Project Details page.
Export
You can export all the displayed table of projects to Excel by pressing “Export to Excel” button
over the upper right corner of the table:
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.
