Difference between revisions of "Projects list"

Revision as of 20:10, 26 October 2019

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=>Projects list:

Then press the "New project" button:

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• For information on how to create projects based on templates, please see the Create project based on template section.

• For information on how to create Protemos projects from SmartCAT projects, please see the Create Protemos projects from SmartCAT projects section.

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:

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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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As you can see, the filter header turns blue. 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 blue color.

You can expand the collapsed filter back by pressing the again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

Project filters description

• 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.

• Primary manager—displays only the projects for a specific primary manager.

• Secondary manager—displays only the projects for a specific secondary manager.

• Client—displays only the projects for a specific client.

• Statuses—displays only the projects with the specified status (Active, Completed, Canceled).

• Description—displays only the projects with the description containing the specified text.

• Specialization—displays only the projects with the specified specialization.

• Receivable PO—displays only the projects containing the entered PO number determined by the client.

• 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.

• 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:

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.

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:

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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.