Difference between revisions of "Projects list"
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+ | On the '''Projects''' page you can: | ||
− | + | - Create new projects. | |
− | - Create | + | - Create projects based on templates. |
− | - View the list of projects and search projects with filters | + | - View the list of projects and search projects with filters. |
− | - Open each project for editing | + | - Open each project for editing. |
− | == ''' | + | == '''Add project''' == |
− | + | Go to '''Projects=>Projects list''': | |
− | [[ | + | [[File:Projects menu project list.png|border|200px]] |
− | + | Then press the '''"New project"''' button: | |
− | For | + | [[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 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. | ||
== '''Search projects with filters''' == | == '''Search projects with filters''' == | ||
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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| | + | You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: |
− | [[File:Project | + | [[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 | + | [[File:Project filters applied.png|border|1100px]] |
− | As you can see, the filter header turns | + | 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 [[File: | + | 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 | + | 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: | + | You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|25px]] again. |
Please note that the applied filter is remembered, so it will remain even if you leave the page. | Please note that the applied filter is remembered, so it will remain even if you leave the page. | ||
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=='''Project filters description'''== | =='''Project filters description'''== | ||
− | *'''Project code''' | + | *'''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''' | + | *'''Overdue'''—displays due or overdue projects in accordance with the filter value applied (Yes, No). |
− | *'''Free of charge''' | + | *'''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''' | + | *'''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: | You can click items in the tables to open corresponding pages: | ||
− | [[file: | + | [[file:Project list items.png|border|1100px]] |
− | To open the '''<U>[[Project Details, Details tab|Project Details]]</U>''' page, please | + | 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 | + | 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 | + | 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 | + | 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:Projects | + | [[File:Projects Export to Excel.png|border|1100px]] |
− | <span style="color: | + | <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.
Contents
Add project
Go to Projects=>Projects list:
Then press the "New project" button:
- 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:
So, you can enter the data into the appropriate fields and press the "Apply" button, see example:
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:
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.