Difference between revisions of "Projects list"

Revision as of 10:04, 12 April 2018

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

On the “Projects” page you can:

- Create new projects

- View the list of projects and search projects with filters

- Open each project for editing

Creating project

To create a project, click the Projects menu on the top panel and then press the "New project" button:

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You may also create Protemos projects from SmartCAT projects by clicking the "New project from SmartCAT" button.

For more detailed instructions, please see the Creating 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 red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the 30px 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 the 30px 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.

• 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).

• 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.

• 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.

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

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

• Overdue - displays only the overdue projects.

• 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 without jobs.

• Having chargeable jobs without payables - displays only the projects having chargeable jobs with no payable entered for the vendor.

• Created from quote - displays only the created from quote projects.

Opening project and client profiles

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

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

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

To open the Finances tab of the required project, please, click corresponding total 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.