Projects list

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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


Create project

To create a project, click the Project menu on the top panel and then click New project:

Projects menu new proj.jpg

Or you may go to Projects=>Projects list:

Projects menu proj list.jpg

Then press the "New project" button:

New proj butt.jpg

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 filter is not applied.jpg

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

Project filter is applied.jpg

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 Filter arrow red.jpg 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 Filter arrow red.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.
  • 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.

Open projects, client profiles, project finances

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

Project list items2.jpg

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

To open the 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:

Project page export to excel button.jpg

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.