Difference between revisions of "Projects list"

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(Project filters description)
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''Projects page: [http://cloud.protemos.com/project/index/ http://cloud.protemos.com/project/index]''
 
''Projects page: [http://cloud.protemos.com/project/index/ http://cloud.protemos.com/project/index]''
 
----
 
----
 
  
 
On the '''Projects''' page you can:
 
On the '''Projects''' page you can:
  
- Create new projects
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- Create new projects.
 
 
-      Create projects based on templates
 
 
 
- View the list of projects and search projects with filters
 
  
- Open each project for editing
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-       Create projects based on templates.
  
 +
- View the list of projects and search projects with filters.
  
== '''Create project''' ==
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- Open each project for editing.
  
To create a project, click the '''Project''' menu on the top panel and then click '''New project''':
 
  
[[File:Projects menu new proj.jpg|border|200px]]
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== '''Add project''' ==
  
Or you may go to '''Projects=>Projects list''':
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Go to '''Projects=>Projects list''':
  
[[File:Projects menu proj list.jpg|border|200px]]
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[[File:Projects menu project list.png|border|200px]]
  
Then press the "'''New project'''" button:  
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Then press the '''"New project"''' button:  
  
[[file:New proj butt.jpg|border|1000px]]
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[[file:Project New button.png|border|1100px]]
 
 
 
*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 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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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.  
  
You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|30px]] button in the upper right corner:  
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You can hide or display filter fields by pressing  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
[[File:Projects filter 2.jpg|900px]]
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[[File:Project list filters isn't appl.png|1100px]]
 
   
 
   
 
So, you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
 
So, you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
  
[[File:Project filter applied.jpg|border|900px]]
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[[File:Project filters applied.png|border|1100px]]
 
   
 
   
 
As you can see, the filter header turns blue. It means that the filter is applied.  
 
As you can see, the filter header turns blue. It means that the filter is applied.  
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You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
 
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
  
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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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 [[File:Blue arrow.jpg|border|25px]] again.
 
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|25px]] again.
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=='''Project filters description'''==
 
=='''Project filters description'''==
  
*'''Project code''' - displays only the projects with the code containing the entered value.
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*'''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.
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*'''Project name'''—displays only the projects with the name containing the specified text.
  
*'''Primary manager''' - displays only the projects for a specific primary manager.
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*'''Primary manager'''—displays only the projects for a specific primary manager.
  
*'''Secondary manager''' - displays only the projects for a specific secondary manager.
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*'''Secondary manager'''—displays only the projects for a specific secondary manager.
  
*'''Client''' - displays only the projects for a specific client.
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*'''Client'''—displays only the projects for a specific client.
  
*'''Statuses''' - displays only the projects with the specified status (Active, Completed, Canceled).
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*'''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.
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*'''Description'''—displays only the projects with the description containing the specified text.
  
*'''Deadline date''' - displays only the projects with deadlines in the specified period of time.
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*'''Specialization'''—displays only the projects with the specified specialization.
  
*'''Completion date''' - displays only the projects which were completed in the specified period of time.
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*'''Receivable PO'''—displays only the projects containing the entered PO number determined by the client.
  
*'''Description''' - displays only the projects with the description containing the specified text.
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*'''Start date'''—displays only the projects which were started in the specified period of time.
  
*'''Specialization''' - displays only the projects with the specified specialization.
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*'''Deadline date'''—displays only the projects with deadlines in the specified period of time.
  
*'''Receivable PO''' - displays only the projects containing the entered PO number determined by the client.
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*'''Completion date'''—displays only the projects which were completed in the specified period of time.
  
*'''Overdue''' - displays overdue or not overdue projects in accordance with the filter value applied (Yes, No).
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*'''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).
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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).
  
*'''Has receivables''' - Has receivables - displays projects with or without receivables in accordance with the filter value applied (Yes, No).
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*'''Has receivables'''—displays projects with or without receivables in accordance with the filter value applied (Yes, No).
  
*'''Has jobs''' - displays only the projects with or without jobs in accordance with the filter value applied (Yes, No).
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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).
  
*'''Has payables''' - displays only the projects having chargeable jobs with no payable entered for the vendor.
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*'''Has jobs'''—displays the projects with or without jobs in accordance with the filter value applied (Yes, No).
  
*'''Created from quote''' - displays only the created from quote projects.
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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).
  
 
== '''Open projects, client profiles, project finances''' ==
 
== '''Open projects, client profiles, project finances''' ==
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You can click items in the tables to open corresponding pages:
 
You can click items in the tables to open corresponding pages:
  
[[file:Project list items2.jpg|border|1000px]]
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[[file:Project list items.png|border|1100px]]
  
To open the '''<U>[[Project Details, Details tab|Project Details]]</U>''' page, please, click the required project name in the list.
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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.
  
To open the '''<U>[[Client view page – General tab|Client profile]]</U>''' page, please, click the required client name in the list.
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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>[[Project details, Finances tab|Finances tab]]</U>''' of the required project, please, click corresponding total amount in the list.
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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.
  
 
== '''Export to Excel''' ==  
 
== '''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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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:
  
[[File:Project page export to excel button.jpg|border|1000px]]
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[[File:Projects Export to Excel.png|border|1100px]]
  
<span style="color:#DC143C">'''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.</span>
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<span style="color:red">'''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.</span>

Revision as of 21:10, 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:

Projects menu project list.png

Then press the "New project" button:

Project New button.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 pressing the Filter arrow gray.jpg button in the upper right corner:

Project list filters isn't appl.png

So, you can enter the data into the appropriate fields and press the "Apply" button, see example:

Project filters applied.png

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 Blue arrow.jpg 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 Blue arrow.jpg 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:

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.

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:

Projects Export to Excel.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.